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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 %
CCM
951
Chickasaw Capital Management
Tennessee
$2.25M – – –
PWM
952
Perigon Wealth Management
California
$2.24M +$9.52K +60 +0.4%
MFA
953
Mayflower Financial Advisors
Massachusetts
$2.23M -$6.19K -39 -0.3%
FBC
954
Fairfield, Bush & Co
Connecticut
$2.23M -$137K -866 -6%
WAM
955
Worth Asset Management
Texas
$2.22M +$2.22M +14,008 New
MAM
956
Mystic Asset Management
Rhode Island
$2.22M +$15.4K +97 +0.7%
UOTTAIMCU
957
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.22M +$2.22M +13,965 New
DCM
958
Dudley Capital Management
Virginia
$2.22M -$86.8K -547 -4%
SQA
959
Simon Quick Advisors
New Jersey
$2.22M +$377K +2,373 +20%
OIS
960
Okabena Investment Services
Minnesota
$2.2M +$752K +4,739 +52%
HC
961
Hendley & Co
Ohio
$2.19M +$127K +800 +6%
SAI
962
Savvy Advisors Inc
New York
$2.19M +$568K +3,576 +35%
AFG
963
Allegheny Financial Group
Pennsylvania
$2.18M +$10.2K +64 +0.5%
ANTB
964
AMG National Trust Bank
Colorado
$2.18M -$89.2K -562 -4%
FFA
965
Fortune Financial Advisors
Kansas
$2.18M +$115K +727 +6%
SC
966
Scholtz & Company
Connecticut
$2.18M +$2.18M +13,734 New
CPIG
967
Chicago Partners Investment Group
Illinois
$2.17M -$57.2K -326 -3%
NAAA
968
New Age Alpha Advisors
New York
$2.17M +$744K +4,689 +52%
CRI
969
Colonial River Investments
Virginia
$2.17M -$514K -3,240 -19%
CCA
970
Carrera Capital Advisors
Michigan
$2.16M +$144K +900 +7%
XSC
971
X-Square Capital
Puerto Rico
$2.15M +$115K +722 +6%
MYIA
972
Mount Yale Investment Advisors
Colorado
$2.15M -$794K -5,002 -27%
PAI
973
Pittenger & Anderson Inc
Nebraska
$2.14M +$516K +3,250 +32%
SC
974
Syon Capital
California
$2.13M +$342K +2,154 +19%
WW
975
Waterfront Wealth
Kansas
$2.12M +$952 +6 +0%
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39
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