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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 %
JWBC
851
J.W. Burns & Co
New York
$2.85M -$52.2K -329 -2%
OCM
852
One Capital Management
California
$2.84M +$380K +2,395 +15%
MC
853
Moors & Cabot
Massachusetts
$2.83M -$147K -925 -5%
TWP
854
Tyche Wealth Partners
Texas
$2.83M +$159K +1,004 +6%
TAM
855
Todd Asset Management
Kentucky
$2.81M +$5.4K +34 +0.2%
ACL
856
Applied Capital LLC
Florida
$2.81M +$121K +765 +5%
MWM
857
Modern Wealth Management
Kansas
$2.8M +$120K +757 +4%
SWM
858
Spire Wealth Management
Virginia
$2.78M +$11.1K +70 +0.4%
LOAMU
859
Lombard Odier Asset Management (USA)
New York
$2.78M +$159K +1,000 +6%
RIL
860
Rothschild Investment LLC
Illinois
$2.76M +$22.2K +140 +0.8%
KWM
861
Koa Wealth Management
California
$2.75M -$564K -3,553 -17%
KFGK
862
Keystone Financial Group (Kentucky)
Kentucky
$2.75M -$4.61K -29 -0.2%
BMC
863
Beaton Management Company
Massachusetts
$2.75M -$15.9K -100 -0.6%
1C
864
111 Capital
France
$2.74M +$312K +1,966 +13%
PCA
865
Pallas Capital Advisors
Massachusetts
$2.73M +$1.89M +11,932 +228%
CCA
866
Checchi Capital Advisers
California
$2.72M +$56K +353 +2%
WHG
867
Westwood Holdings Group
Texas
$2.72M +$2.72M +17,107 New
I
868
INVST
Indiana
$2.71M +$1.95M +12,261 +255%
Dodge & Cox
869
Dodge & Cox
California
$2.7M – – –
LC
870
Lindbrook Capital
California
$2.7M -$42.2K -266 -2%
TF
871
Tandem Financial
Colorado
$2.7M -$160K -1,000 -6%
NHC
872
Nicholas Hoffman & Company
Georgia
$2.69M -$35.2K -222 -1%
MMG
873
Monetary Management Group
Missouri
$2.68M +$23K +145 +0.9%
WAP
874
Wealthcare Advisory Partners
Pennsylvania
$2.67M +$32.2K +203 +1%
SC
875
Stolper & Co
Oklahoma
$2.67M -$22.7K -143 -0.8%
33 34
35
36 37