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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 %
MWM
926
Meridian Wealth Management
Kentucky
$2.38M -$102K -642 -4%
LF
927
Lee Financial
Texas
$2.38M -$295K -1,859 -11%
FCA
928
FLC Capital Advisors
California
$2.37M +$54K +340 +2%
SSA
929
Schonfeld Strategic Advisors
New York
$2.36M -$14.2M -89,178 -86%
DF
930
Donoghue Forlines
Massachusetts
$2.36M +$371K +2,340 +19%
ACMA
931
Arbor Capital Management (Alaska)
Alaska
$2.36M +$19.8K +126 +0.8%
TFS
932
Thoroughbred Financial Services
Tennessee
$2.36M +$191K +1,206 +9%
WI
933
Wedgewood Investors
Pennsylvania
$2.36M -$4.76K -30 -0.2%
ECM
934
Evergreen Capital Management
Washington
$2.34M +$143K +896 +7%
American Century Companies
935
American Century Companies
Missouri
$2.34M +$51.3K +323 +2%
GH
936
GAM Holding
Switzerland
$2.34M -$664K -4,182 -22%
PWA
937
Primoris Wealth Advisors
Florida
$2.33M -$833K -5,250 -26%
DSCM
938
Del-Sette Capital Management
New York
$2.32M +$2.32M +14,632 New
PWM
939
PBMares Wealth Management
Virginia
$2.31M +$1.16M +7,295 +101%
BT
940
Banque Transatlantique
France
$2.31M -$163K -1,025 -7%
FFG
941
Fortem Financial Group
California
$2.3M +$209K +1,316 +10%
N
942
Numerai
California
$2.29M +$1.96M +12,374 +603%
WSCM
943
Wellington Shields Capital Management
New York
$2.29M +$457K +2,880 +25%
BFG
944
Beacon Financial Group
Texas
$2.28M -$90.3K -569 -4%
CFP
945
Catalyst Financial Partners
Massachusetts
$2.27M +$24K +151 +1%
RWM
946
RKL Wealth Management
Pennsylvania
$2.27M -$513K -3,230 -18%
SJL
947
Shayne & Jacobs LLC
Tennessee
$2.27M -$31.7K -200 -1%
FFM
948
Forum Financial Management
Illinois
$2.26M +$219K +1,379 +11%
GIA
949
Gateway Investment Advisers
Ohio
$2.26M -$1.96M -12,327 -46%
CCT
950
Capital City Trust
Florida
$2.26M -$587K -3,700 -21%
36 37
38
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