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Philip Morris
PM

2,842 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 279 funds opening new positions, 1,123 increasing their positions, 1,027 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 117

23% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.61B

15% more capital invested

Capital invested by funds: $200B → $230B (+$30B)

5% more funds holding

Funds holding: 2,708 → 2,842 (+134)

9% more repeat investments, than reductions

Existing positions increased: 1,123 | Existing positions reduced: 1,027

0.14% more ownership

Funds ownership: 80.93% → 81.07% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 117 → 102 (-15)

Holders
2,842
Holders Change
+134
Holders Change %
+4.95%
% of All Funds
37.42%
Holding in Top 10
102
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.82%
% of All Funds
1.34%
New
279
Increased
1,123
Reduced
1,027
Closed
117
Calls
$1.98B
Puts
$1.61B
Net Calls
+$372M
Net Calls Change
-$171M

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$1.93B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.56B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$670M
4
GQG Partners
GQG Partners
Florida
+$546M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$384M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$731M
2
Capital International Investors
Capital International Investors
California
-$727M
3
Franklin Resources
Franklin Resources
California
-$577M
4
Capital World Investors
Capital World Investors
California
-$522M
5
First Trust Advisors
First Trust Advisors
Illinois
-$400M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
901
E Fund Management
China
$2.95M -$661K -3,852 -19%
FFG
902
Fortem Financial Group
California
$2.94M +$290K +1,690 +12%
IBOK
903
Independence Bank of Kentucky
Kentucky
$2.94M -$25.9K -151 -0.9%
WBC
904
Westpac Banking Corp
Australia
$2.94M -$9.27K -54 -0.3%
WTB
905
Washington Trust Bank
Washington
$2.94M +$21.1K +123 +0.8%
LA
906
Lynch & Associates
Indiana
$2.93M -$60.1K -350 -2%
PA
907
Procyon Advisors
Connecticut
$2.92M -$525K -3,058 -16%
LIM
908
Letson Investment Management
Georgia
$2.92M – – –
SWIM
909
Smallwood Wealth Investment Management
New Jersey
$2.91M +$1.03K +6 +0%
Baillie Gifford & Co
910
Baillie Gifford & Co
United Kingdom
$2.9M +$687K +3,999 +34%
ICP
911
Impact Capital Partners
Colorado
$2.9M +$99.1K +577 +4%
TF
912
Tandem Financial
Colorado
$2.89M -$189K -1,100 -7%
IAMOG
913
Investors Asset Management of Georgia
Georgia
$2.88M – – –
WA
914
Wealth Alliance
New York
$2.88M -$788K -4,590 -23%
PCC
915
Park Circle Company
Maryland
$2.87M – – –
SC
916
Syon Capital
California
$2.86M +$394K +2,296 +17%
AFG
917
Atomi Financial Group
New York
$2.85M +$516K +3,003 +24%
AIP
918
Ameritas Investment Partners
Nebraska
$2.83M -$19.7K -115 -0.7%
KWM
919
Koa Wealth Management
California
$2.82M -$319K -1,856 -11%
NWM
920
Napa Wealth Management
California
$2.82M +$2.4M +13,954 +923%
Fisher Asset Management
921
Fisher Asset Management
Washington
$2.82M -$53.2K -310 -2%
MWM
922
Meridian Wealth Management
Kentucky
$2.8M +$65.4K +381 +3%
JAM
923
JW Asset Management
Florida
$2.8M +$859K +5,000 +48%
CI
924
Cigna Investments
Connecticut
$2.79M -$47.2K -275 -2%
PWM
925
Perigon Wealth Management
California
$2.79M +$213K +1,240 +9%
35 36
37
38 39

PM Hedge Fund Activity: Q2 2025 in Review

2,842 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2025, worth a combined $230B — up 15% from $200B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new PM positions and 117 closed out — a net gain of 162 holders — while 1,123 added to existing stakes and 1,027 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $1.93B. The largest seller was Capital Research Global Investors, cutting an estimated $731M.

  • 2,842 institutional investors held Philip Morris (PM) as of Q2 2025, up from 2,708 in Q1 2025.
  • Funds reported $230B of Philip Morris stock for Q2 2025, up 15% quarter-over-quarter.
  • 279 funds opened new Philip Morris positions in Q2 2025 and 117 closed out, a net change of +162 holders.
  • The largest Philip Morris buyer in Q2 2025 was WCM Investment Management, an estimated $1.93B added.
  • The largest Philip Morris seller in Q2 2025 was Capital Research Global Investors, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2025.