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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 %
HI
1001
Harbour Investments
Wisconsin
$2M +$34.6K +218 +2%
AFG
1002
Atomi Financial Group
New York
$2M +$444K +2,796 +28%
RPCONE
1003
Retirement Planning Company of New England
Rhode Island
$2M -$9.52K -60 -0.5%
MSS
1004
Mitchell Sinkler & Starr
Pennsylvania
$2M – – –
Kayne Anderson Rudnick Investment Management
1005
Kayne Anderson Rudnick Investment Management
California
$1.99M -$889K -5,598 -31%
ST
1006
Spinnaker Trust
Maine
$1.99M -$317K -2,000 -14%
TCOV
1007
Trust Company of Vermont
Vermont
$1.99M -$55.6K -350 -3%
Simplex Trading
1008
Simplex Trading
Illinois
$1.99M +$1.99M +12,508 New
LGA
1009
Lebenthal Global Advisors
New York
$1.97M -$215K -1,356 -10%
FMWA
1010
Forvis Mazars Wealth Advisors
Missouri
$1.97M +$641K +4,038 +48%
CBTWT
1011
Community Bank & Trust (Waco, Texas)
Texas
$1.95M -$66.7K -420 -3%
M1FG
1012
Mach-1 Financial Group
Arkansas
$1.95M +$1.95M +12,282 New
CT
1013
Colonial Trust
South Carolina
$1.94M -$73K -460 -4%
EFG
1014
Everhart Financial Group
Ohio
$1.94M +$122K +768 +7%
HWMO
1015
Heritage Wealth Management (Ohio)
Ohio
$1.93M +$794 +5 +0%
ST
1016
Smithfield Trust
Pennsylvania
$1.93M -$68.6K -431 -3%
HS
1017
HighVista Strategies
Massachusetts
$1.92M +$95.2K +600 +5%
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$1.92M -$37.5K -236 -2%
CRIG
1019
Charter Research & Investment Group
Connecticut
$1.91M -$7.94K -50 -0.4%
VA
1020
VestGen Advisors
Illinois
$1.91M +$1.91M +12,020 New
CPR
1021
CSU Producer Resources
Ohio
$1.9M – – –
VC
1022
Veracity Capital
Georgia
$1.9M -$1.57M -9,888 -45%
MJRIC
1023
Mogy Joel R Investment Counsel
California
$1.9M – – –
WCA
1024
Waratah Capital Advisors
Ontario, Canada
$1.9M +$1.9M +11,970 New
BIG
1025
Brooklyn Investment Group
New York
$1.9M +$728K +4,587 +62%
39 40
41
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