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Philip Morris

2,825 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 280 funds opening new positions, 1,112 increasing their positions, 1,024 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 1,112 | Existing positions reduced: 1,024

0.14% more ownership

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

13% less funds holding in top 10

Funds holding in top 10: 116101 (-15)

Holders
2,825
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1201
Compagnie Lombard Odier SCmA
Switzerland
$1.53M
QWM
1202
Quadcap Wealth Management
Texas
$1.53M
WAM
1203
Worth Asset Management
Texas
$1.53M
PP
1204
Patten & Patten
Tennessee
$1.53M
SFC
1205
Swisher Financial Concepts
Ohio
$1.52M
AF
1206
Apexium Financial
Texas
$1.52M
ACM
1207
Aljian Capital Management
Nevada
$1.52M
GPFA
1208
Game Plan Financial Advisors
Ohio
$1.52M
AAIM
1209
Asset Advisors Investment Management
Georgia
$1.51M
APWA
1210
Atlas Private Wealth Advisors
New Jersey
$1.51M
CCWM
1211
Cassaday & Co Wealth Management
Virginia
$1.5M
BTWM
1212
Brass Tax Wealth Management
Ohio
$1.5M
LI
1213
LMCG Investments
Massachusetts
$1.5M
IAIM
1214
International Assets Investment Management
Florida
$1.5M
AA
1215
Advisory Alpha
Michigan
$1.49M
SHA
1216
Seneca House Advisors
Virginia
$1.49M
CCA
1217
Covey Capital Advisors
Georgia
$1.49M
SFA
1218
Souders Financial Advisors
Ohio
$1.49M
MWM
1219
Mindset Wealth Management
Indiana
$1.49M
CCM
1220
Chilton Capital Management
Texas
$1.49M
WFI
1221
West Family Investments
California
$1.49M
YP
1222
YANKCOM Partnership
South Dakota
$1.48M
AWM
1223
Avior Wealth Management
Nebraska
$1.48M
IC
1224
Iconiq Capital
California
$1.48M
Kayne Anderson Rudnick Investment Management
1225
Kayne Anderson Rudnick Investment Management
California
$1.48M