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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 %
PA
826
Procyon Advisors
Connecticut
$3.03M +$40.2K +253 +1%
IB
827
Intrust Bank
Kansas
$3.01M +$71.7K +452 +2%
JSW
828
Journey Strategic Wealth
New Jersey
$3M +$2.19M +13,795 +269%
Twin Tree Management
829
Twin Tree Management
Texas
$3M -$3.91M -24,638 -57%
PFS
830
Prospera Financial Services
Texas
$2.98M +$134K +845 +5%
ICM
831
Intrepid Capital Management
Florida
$2.97M +$2.97M +18,716 New
CAG
832
Crestwood Advisors Group
Massachusetts
$2.95M -$17.5K -110 -0.6%
RDWM
833
Red Door Wealth Management
Tennessee
$2.95M -$26.2K -165 -0.9%
BP
834
Ballentine Partners
Massachusetts
$2.94M +$233K +1,470 +9%
PA
835
Parallel Advisors
California
$2.93M -$72.9K -459 -2%
SAM
836
Simplify Asset Management
Nevada
$2.93M +$2.93M +18,480 New
HCP
837
Holt Capital Partners
Texas
$2.93M -$2.22K -14 -0.1%
DAM
838
Doheny Asset Management
California
$2.93M +$618K +3,895 +27%
PGF
839
Plan Group Financial
Oklahoma
$2.92M +$907K +5,715 +45%
THCM
840
Taylor Hoffman Capital Management
Virginia
$2.92M -$28.1K -178 -1%
SF
841
Summit Financial
New Jersey
$2.9M -$72.5K -457 -2%
JCM
842
Jacobi Capital Management
Pennsylvania
$2.89M -$175K -1,100 -6%
BFM
843
Boothbay Fund Management
New York
$2.88M -$2.34M -14,720 -45%
JGC
844
J. Goldman & Co
New York
$2.88M +$1.41M +8,863 +95%
KCPG
845
Kavar Capital Partners Group
Kansas
$2.88M – – –
SLI
846
Sumitomo Life Insurance
Japan
$2.88M -$43.8K -276 -1%
GS
847
GTS Securities
New York
$2.88M +$516K +3,251 +22%
SC
848
SouthState Corp
Florida
$2.87M -$248K -1,560 -8%
TCOT
849
Trust Company of Toledo
Ohio
$2.87M +$11.6K +73 +0.4%
OAM
850
Ostrum Asset Management
France
$2.86M +$470K +2,959 +20%
32 33
34
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