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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 %
BTWM
1226
Brass Tax Wealth Management
Ohio
$1.28M – – –
CDWM
1227
Campbell Deegan Wealth Management
Virginia
$1.28M -$14.6K -92 -1%
PFS
1228
Physicians Financial Services
North Carolina
$1.28M -$15.7K -99 -1%
SAM
1229
Sompo Asset Management
Japan
$1.27M +$244K +1,540 +24%
SHA
1230
Seneca House Advisors
Virginia
$1.27M +$4.76K +30 +0.4%
RMDI
1231
R.M. Davis Inc
Maine
$1.27M +$227K +1,429 +22%
KCM
1232
Kanawha Capital Management
Virginia
$1.27M +$93.5K +589 +8%
GAG
1233
GM Advisory Group
New York
$1.26M +$6.35K +40 +0.5%
HNWAG
1234
High Net Worth Advisory Group
Florida
$1.26M – – –
FOFP
1235
Fee-Only Financial Planning
South Carolina
$1.25M -$159K -1,000 -11%
MSCM
1236
McElhenny Sheffield Capital Management
Texas
$1.25M +$2.54K +16 +0.2%
PWPS
1237
Pinnacle Wealth Planning Services
Ohio
$1.25M +$40.2K +253 +3%
LI
1238
LRI Investments
Florida
$1.24M +$134K +844 +12%
RC
1239
Rahlfs Capital
Texas
$1.24M – – –
JJBC
1240
James J. Burns & Company
New York
$1.24M -$1.27K -8 -0.1%
PL
1241
Plancorp LLC
Missouri
$1.24M +$138K +870 +13%
LMKC
1242
L.M. Kohn & Company
Ohio
$1.24M -$35.9K -226 -3%
CB
1243
CNB Bank
Pennsylvania
$1.23M -$409K -2,576 -25%
TFA
1244
Tranquilli Financial Advisor
New Jersey
$1.23M -$12.5K -79 -1%
TAM
1245
Tocqueville Asset Management
New York
$1.22M -$15.9K -100 -1%
WA
1246
Wealth Architects
California
$1.22M +$257K +1,621 +27%
AFTS
1247
American Financial & Tax Strategies
New York
$1.22M -$381K -2,400 -24%
MBT
1248
Montecito Bank & Trust
California
$1.22M – – –
APA
1249
Astoria Portfolio Advisors
New York
$1.21M +$180K +1,069 +17%
KFA
1250
Kapstone Financial Advisors
Ohio
$1.21M – – –
48 49
50
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