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 %
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$3.3M -$5.56K -35 -0.2%
FPWM
802
FSB Premier Wealth Management
Iowa
$3.28M +$32.2K +203 +1%
KMWM
803
Keudell/Morrison Wealth Management
Oregon
$3.27M +$209K +1,314 +7%
ATPW
804
Ashton Thomas Private Wealth
Arizona
$3.27M -$77K -481 -2%
CPC
805
CFC Planning Company
Indiana
$3.27M +$248K +1,564 +8%
PFA
806
Pure Financial Advisors
California
$3.26M -$66.7K -420 -2%
IRAG
807
Investment Research & Advisory Group
Georgia
$3.24M +$193K +1,214 +6%
WA
808
Wealth Alliance
New York
$3.24M +$73K +460 +2%
RCM
809
Radnor Capital Management
Pennsylvania
$3.2M +$13.5K +85 +0.4%
KWM
810
Kingsview Wealth Management
Oregon
$3.2M -$2.68M -16,898 -46%
FMC
811
First Merchants Corp
Indiana
$3.19M -$1.37M -8,650 -30%
EFM
812
E Fund Management
China
$3.18M +$502K +3,162 +19%
CCA
813
Corps Capital Advisors
Texas
$3.17M – – –
AAIM
814
American Assets Investment Management
California
$3.17M – – –
GVAG
815
Great Valley Advisor Group
Delaware
$3.16M -$112K -707 -3%
PF
816
Phoenix Financial
Israel
$3.15M +$121K +758 +4%
NC
817
Nicholas Company
Wisconsin
$3.13M -$3.16M -19,934 -50%
CCMW
818
Cypress Capital Management (Wyoming)
Wyoming
$3.12M -$47.9K -302 -2%
FCB
819
First County Bank
Connecticut
$3.1M -$328K -2,064 -10%
RCM
820
Raleigh Capital Management
North Carolina
$3.08M -$147K -925 -5%
CWS
821
Confluence Wealth Services
Pennsylvania
$3.06M +$737K +4,386 +32%
GSB
822
Greenfield Savings Bank
Massachusetts
$3.06M -$11.9K -75 -0.4%
SIG
823
Stonegate Investment Group
Alabama
$3.06M +$902K +5,685 +42%
JG
824
Jain Global
New York
$3.05M +$3.05M +19,221 New
DA
825
Denali Advisors
California
$3.04M +$3.04M +19,122 New
31 32
33
34 35