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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 %
MFGM
1301
Marshall Financial Group (Maryland)
Maryland
$1.11M +$97.6K +615 +10%
AWAU
1302
Alliance Wealth Advisors (Utah)
Utah
$1.11M +$3.49K +22 +0.3%
MCM
1303
Manchester Capital Management
Vermont
$1.1M +$67.6K +426 +7%
JIC
1304
Joel Isaacson & Co
New York
$1.1M -$179K -1,130 -14%
DCM
1305
Driehaus Capital Management
Illinois
$1.1M +$424K +2,669 +63%
TGAM
1306
TBH Global Asset Management
Tennessee
$1.1M +$9.68K +61 +0.9%
MP
1307
McDonald Partners
Ohio
$1.1M -$47.6K -300 -4%
CI
1308
Cherokee Insurance
Michigan
$1.1M – – –
ARC
1309
Advisor Resource Council
Texas
$1.09M +$1.09M +7,359 New
CA
1310
Claro Advisors
Massachusetts
$1.09M -$115K -726 -10%
NS
1311
NBC Securities
Alabama
$1.09M +$1.09M +6,866 +114,433%
V
1312
ViaWealth
Kansas
$1.09M -$113K -714 -9%
FWTB
1313
First Western Trust Bank
Colorado
$1.09M -$22.9K -144 -2%
CA
1314
Cornerstone Advisory
Maryland
$1.08M -$49.4K -284 -4%
VNA
1315
Valley National Advisers
Pennsylvania
$1.08M +$2.54K +16 +0.2%
WPW
1316
Waldron Private Wealth
Pennsylvania
$1.08M -$1.1M -6,843 -50%
SOAMC
1317
Spirit of America Management Corp
New York
$1.08M -$556K -3,500 -34%
LSV Asset Management
1318
LSV Asset Management
Illinois
$1.08M – – –
FPL
1319
Fortress Private Ledger
North Carolina
$1.08M +$375K +2,364 +53%
AMBIA
1320
Allen Mooney & Barnes Investment Advisors
Georgia
$1.08M -$231K -1,454 -18%
TWM
1321
Thrive Wealth Management
Pennsylvania
$1.08M -$48.7K -307 -4%
PPC
1322
Park Place Capital
Alabama
$1.08M +$2.86K +18 +0.3%
SH
1323
SLT Holdings
Arizona
$1.07M +$194K +1,225 +22%
AWM
1324
Angeles Wealth Management
California
$1.07M +$35.7K +225 +3%
AO
1325
Advisor OS
Illinois
$1.07M +$100K +630 +10%
51 52
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