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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
MFG
1001
MidWestOne Financial Group
Iowa
$2.34M – – –
GJWM
1002
Gilliland Jeter Wealth Management
Arkansas
$2.34M – – –
CA
1003
Callahan Advisors
Texas
$2.34M +$7.38K +43 +0.3%
SWM
1004
Spire Wealth Management
Virginia
$2.34M -$795K -4,628 -26%
SP
1005
SIH Partners
Delaware
$2.34M +$2.2M +12,829 New
SGI
1006
Summit Global Investments
Utah
$2.33M +$2.2M +12,800 New
FMWA
1007
Forvis Mazars Wealth Advisors
Missouri
$2.32M +$60.8K +354 +3%
VA
1008
VestGen Advisors
Illinois
$2.32M +$189K +1,101 +9%
DWT
1009
Dorsey & Whitney Trust
South Dakota
$2.32M +$246K +1,432 +13%
AIA
1010
AssuredPartners Investment Advisors
Florida
$2.32M -$560K -3,261 -20%
MSA
1011
Marino Stram & Associates
Massachusetts
$2.3M -$1.2K -7 -0.1%
RCM
1012
Raleigh Capital Management
North Carolina
$2.29M -$1.17M -6,829 -35%
MCM
1013
Monument Capital Management
Virginia
$2.28M +$874K +5,087 +68%
NAS
1014
Nicolet Advisory Services
Wisconsin
$2.28M +$43.8K +255 +2%
SIA
1015
Soltis Investment Advisors
Utah
$2.27M +$1.69M +9,824 +370%
I
1016
INVST
Indiana
$2.27M -$791K -4,604 -27%
HAG
1017
HF Advisory Group
Maryland
$2.27M -$505K -2,943 -19%
RPCONE
1018
Retirement Planning Company of New England
Rhode Island
$2.27M -$27.5K -160 -1%
LFG
1019
Larson Financial Group
Missouri
$2.26M +$446K +2,600 +26%
GWM
1020
Gibbs Wealth Management
Georgia
$2.26M +$142K +828 +7%
TIM
1021
Tevis Investment Management
Texas
$2.26M – – –
ST
1022
Spinnaker Trust
Maine
$2.26M -$21.5K -125 -1%
CBTWT
1023
Community Bank & Trust (Waco, Texas)
Texas
$2.24M – – –
LCM
1024
Landscape Capital Management
New Jersey
$2.24M +$1.29M +7,518 +158%
CT
1025
Colonial Trust
South Carolina
$2.23M +$4.29K +25 +0.2%
39 40
41
42 43

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.