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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
KCM
776
Kathmere Capital Management
Pennsylvania
$3.5M
DWP
777
Daymark Wealth Partners
Ohio
$3.49M
SWM
778
SeaCrest Wealth Management
New York
$3.47M
VCM
779
Voleon Capital Management
California
$3.46M
VWM
780
Venturi Wealth Management
Texas
$3.45M
SPC
781
Sigma Planning Corp
Michigan
$3.45M
MBTD
782
Mechanics Bank - Trust Department
California
$3.45M
FFA
783
Founders Financial Alliance
North Carolina
$3.44M
WF
784
Welch & Forbes
Massachusetts
$3.43M
CF
785
Copperwynd Financial
Arizona
$3.42M
BFA
786
Beaumont Financial Advisors
Massachusetts
$3.41M
ISWM
787
Independent Solutions Wealth Management
New York
$3.4M
WAM
788
Weiss Asset Management
Massachusetts
$3.4M
BAM
789
Belpointe Asset Management
Nevada
$3.4M
PCG
790
Prosperity Consulting Group
Maryland
$3.39M
ACA
791
American Capital Advisory
Idaho
$3.38M
DAS
792
Dynamic Advisor Solutions
Arizona
$3.37M
DWM
793
Dynasty Wealth Management
Florida
$3.37M
MYLI
794
Meiji Yasuda Life Insurance
Japan
$3.36M
WG
795
Welch Group
Alabama
$3.35M
SS
796
Sunbelt Securities
Texas
$3.35M
HFM
797
Hartford Financial Management
Connecticut
$3.33M
FSA
798
Financial Security Advisor
Virginia
$3.32M
TYCC
799
Texas Yale Capital Corp
Florida
$3.32M
CIAS
800
Capital Investment Advisory Services
North Carolina
$3.31M