PM icon

Philip Morris
PM

Overview Fund Activity

2,670 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 345 funds opening new positions, 997 increasing their positions, 956 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,670
Holders Change
+186
Holders Change %
+7.49%
% of All Funds
36.26%
Holding in Top 10
115
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+43.75%
% of All Funds
1.56%
New
345
Increased
997
Reduced
956
Closed
115
Calls
$1.77B
Puts
$1.22B
Net Calls
+$543M
Net Calls Change
+$558M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
Capital World Investors
Capital World Investors
California
+$1.03B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$724M
5
VanEck Associates
VanEck Associates
New York
+$389M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$945M
2
LPC
Lone Pine Capital
Connecticut
-$549M
3
BlackRock
BlackRock
New York
-$529M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$441M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
776
SeaCrest Wealth Management
New York
$3.47M -$111K -702 -3%
VCM
777
Voleon Capital Management
California
$3.46M -$4.57M -28,811 -57%
VWM
778
Venturi Wealth Management
Texas
$3.45M +$98.3K +619 +3%
SPC
779
Sigma Planning Corp
Michigan
$3.45M -$159K -999 -4%
MBTD
780
Mechanics Bank - Trust Department
California
$3.45M -$42.5K -268 -1%
FFA
781
Founders Financial Alliance
North Carolina
$3.44M +$71.6K +451 +2%
WF
782
Welch & Forbes
Massachusetts
$3.43M -$38.6K -243 -1%
CF
783
Copperwynd Financial
Arizona
$3.42M +$382K +2,408 +13%
BFA
784
Beaumont Financial Advisors
Massachusetts
$3.41M +$307K +1,937 +10%
ISWM
785
Independent Solutions Wealth Management
New York
$3.4M -$164K -1,033 -5%
WAM
786
Weiss Asset Management
Massachusetts
$3.4M +$2.72M +17,137 +402%
BAM
787
Belpointe Asset Management
Nevada
$3.4M +$874K +5,504 +35%
PCG
788
Prosperity Consulting Group
Maryland
$3.39M +$5.56K +35 +0.2%
ACA
789
American Capital Advisory
Idaho
$3.38M -$515K -3,242 -13%
DAS
790
Dynamic Advisor Solutions
Arizona
$3.37M -$120K -754 -3%
DWM
791
Dynasty Wealth Management
Florida
$3.37M +$120K +754 +4%
MYLI
792
Meiji Yasuda Life Insurance
Japan
$3.36M +$452K +2,849 +16%
WG
793
Welch Group
Alabama
$3.35M +$1.71K +11 +0.1%
SS
794
Sunbelt Securities
Texas
$3.35M -$91.3K -575 -3%
HFM
795
Hartford Financial Management
Connecticut
$3.33M – – –
FSA
796
Financial Security Advisor
Virginia
$3.32M +$21K +131 +0.6%
TYCC
797
Texas Yale Capital Corp
Florida
$3.32M -$95.2K -600 -3%
CIAS
798
Capital Investment Advisory Services
North Carolina
$3.31M +$202K +1,273 +7%
CAM
799
Councilmark Asset Management
Tennessee
$3.31M +$159 +1 +0%
DWA
800
Douglass Winthrop Advisors
New York
$3.3M -$401K -2,524 -11%
30 31
32
33 34