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Philip Morris

2,806 hedge funds and large institutions have $206B invested in Philip Morris in 2025 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,111 increasing their positions, 991 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 167

12% more repeat investments, than reductions

Existing positions increased: 1,111 | Existing positions reduced: 991

12% more funds holding in top 10

Funds holding in top 10: 6977 (+8)

3% more funds holding

Funds holding: 2,7312,806 (+75)

0.62% more ownership

Funds ownership: 81.92%82.53% (+0.62%)

0% less capital invested

Capital invested by funds: $207B → $206B (-$790M)

13% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.18B

Holders
2,806
Holders Change
+75
Holders Change %
+2.75%
% of All Funds
34.13%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
0.94%
New
306
Increased
1,111
Reduced
991
Closed
167
Calls
$1.03B
Puts
$1.18B
Net Calls
-$154M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1251
Alpha Omega Wealth Management
Virginia
$1.17M -$20.8K -134 -2%
SP
1252
Stablepoint Partners
Massachusetts
$1.17M -$8.99K -58 -0.8%
KB
1253
Kimelman & Baird
New York
$1.17M -$309K -1,996 -21%
TWM
1254
Thrive Wealth Management
Pennsylvania
$1.17M +$109K +702 +11%
KWM
1255
Keebeck Wealth Management
Illinois
$1.17M +$37.3K +241 +3%
EIM
1256
Ervin Investment Management
Washington
$1.16M
CFCS
1257
CDM Financial Counseling Services
Connecticut
$1.16M +$1.12M +7,224 New
SAM
1258
Sompo Asset Management
Japan
$1.15M -$222K -1,430 -17%
BA
1259
Bridgewater Advisors
New York
$1.15M +$22K +142 +2%
SGI
1260
Summit Global Investments
Utah
$1.15M -$614K -3,966 -36%
MSWM
1261
McGlone Suttner Wealth Management
Wisconsin
$1.15M +$71.7K +463 +7%
ICP
1262
Interchange Capital Partners
Pennsylvania
$1.15M -$34.5K -223 -3%
OP
1263
ORG Partners
Indiana
$1.15M +$139K +896 +14%
WWMSC
1264
Wagner Wealth Management (South Carolina)
South Carolina
$1.15M +$107K +691 +11%
TFA
1265
Transamerica Financial Advisors
Florida
$1.15M +$90.8K +586 +9%
NHT
1266
New Hampshire Trust
New Hampshire
$1.14M -$100K -646 -8%
WSC
1267
Wellington Shields & Co
New York
$1.14M
BONH
1268
Bank of New Hampshire
New Hampshire
$1.14M
WIM
1269
WealthPlan Investment Management
Nebraska
$1.14M -$461K -2,977 -29%
WQ
1270
Wealth Quarterback
New Jersey
$1.14M +$358K +2,313 +48%
MWM
1271
Maimon Wealth Management
Israel
$1.14M +$1.1M +7,077 New
CFG
1272
Capital Financial Group
Colorado
$1.13M +$1.09M +7,066 New
CWMG
1273
Compass Wealth Management (Georgia)
Georgia
$1.13M
CB
1274
CNB Bank
Pennsylvania
$1.12M -$103K -668 -9%
DSC
1275
Duncker Streett & Co
Missouri
$1.12M +$1.24K +8 +0.1%