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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 %
GFA
876
Gifford Fong Associates
California
$2.65M – – –
1IA
877
1834 Investment Advisors
Wisconsin
$2.64M -$396K -2,497 -13%
BMWM
878
Brown Miller Wealth Management
Virginia
$2.64M -$37.5K -236 -1%
4WM
879
44 Wealth Management
Oregon
$2.64M -$81.4K -513 -3%
PMA
880
Prudent Man Advisors
Illinois
$2.62M +$97.3K +613 +4%
SLT
881
St Louis Trust
Missouri
$2.62M – – –
LA
882
Lynch & Associates
Indiana
$2.61M +$4.29K +27 +0.2%
RMAM
883
Raab & Moskowitz Asset Management
New Jersey
$2.6M +$26K +164 +1%
AIMCA
884
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.59M +$2.59M +16,316 New
IBOK
885
Independence Bank of Kentucky
Kentucky
$2.59M -$185K -1,164 -7%
WIA
886
Westbourne Investment Advisors
Maryland
$2.57M – – –
WBC
887
Westpac Banking Corp
Australia
$2.57M +$1.61M +10,143 +168%
QC
888
Quantessence Capital
New York
$2.56M +$2.56M +16,100 New
TCWA
889
Turtle Creek Wealth Advisors
Texas
$2.56M +$2.56M +16,098 New
CBA
890
Coastal Bridge Advisors
Connecticut
$2.55M +$2.55M +16,059 New
SMH
891
Sanders Morris Harris
Texas
$2.55M – – –
LIM
892
Letson Investment Management
Georgia
$2.54M – – –
WTB
893
Washington Trust Bank
Washington
$2.54M -$148K -930 -5%
AIA
894
AssuredPartners Investment Advisors
Florida
$2.54M +$131K +825 +5%
SWIM
895
Smallwood Wealth Investment Management
New Jersey
$2.53M +$1.27K +8 +0.1%
AWP
896
Accretive Wealth Partners
New Jersey
$2.53M +$164K +943 +7%
JIP
897
Jaffetilchin Investment Partners
Florida
$2.52M +$89.4K +563 +4%
PMWMG
898
Parr McKnight Wealth Management Group
Minnesota
$2.51M -$706K -4,446 -22%
IAMOG
899
Investors Asset Management of Georgia
Georgia
$2.51M -$19.8K -125 -0.8%
Fisher Asset Management
900
Fisher Asset Management
Washington
$2.5M +$154K +971 +7%
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