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Philip Morris

2,676 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 346 funds opening new positions, 997 increasing their positions, 960 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 2,4882,676 (+188)

4% more repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 960

0.92% more ownership

Funds ownership: 79.95%80.88% (+0.92%)

Holders
2,676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77B
Puts
$1.22B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
701
Orca Wealth Management
Florida
$4.35M
CPBTD
702
Central Pacific Bank - Trust Division
Hawaii
$4.33M
DA
703
Doliver Advisors
Texas
$4.33M
CWP
704
Capital Wealth Planning
Florida
$4.31M
VCA
705
Verdence Capital Advisors
Maryland
$4.31M
SIA
706
Schechter Investment Advisors
Michigan
$4.31M
CT
707
Caldwell Trust
Florida
$4.3M
PFA
708
Pathway Financial Advisers
Indiana
$4.3M
PDL
709
Portfolio Design Labs
California
$4.28M
S
710
SignatureFD
Georgia
$4.26M
KFP
711
Keystone Financial Planning
Ohio
$4.24M
AWA
712
Arkadios Wealth Advisors
Georgia
$4.24M
QC
713
Quadrature Capital
United Kingdom
$4.24M
FFA
714
Farther Finance Advisors
California
$4.22M
RBA
715
Richard Bernstein Advisors
New York
$4.21M
AC
716
Addison Capital
Pennsylvania
$4.2M
RPC
717
Rossmore Private Capital
Connecticut
$4.18M
EFS
718
Essex Financial Services
Connecticut
$4.18M
TVWM
719
Tower View Wealth Management
Wisconsin
$4.16M
BCM
720
Brookstone Capital Management
Illinois
$4.13M
MCM
721
Moore Capital Management
New York
$4.13M
BWM
722
BCGM Wealth Management
Indiana
$4.12M
KC
723
Kinloch Capital
Virginia
$4.12M
CCP
724
Clarkston Capital Partners
Michigan
$4.11M
OL
725
one8zero8 LLC
North Carolina
$4.11M