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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 %
CWP
1326
Cyndeo Wealth Partners
Florida
$1.07M +$18.3K +115 +2%
NAMNJ
1327
NorthStar Asset Management (New Jersey)
New Jersey
$1.07M -$118K -746 -10%
NWAG
1328
Net Worth Advisory Group
Utah
$1.06M +$9.52K +60 +0.9%
WCAMG
1329
Woodard & Company Asset Management Group
North Carolina
$1.06M – – –
FGA
1330
Fortis Group Advisors
New Jersey
$1.06M +$438K +2,759 +71%
KFS
1331
Keynote Financial Services
Connecticut
$1.05M -$1.27K -8 -0.1%
TC
1332
Trilogy Capital
California
$1.05M +$642K +4,043 +159%
CSPIA
1333
Cary Street Partners Investment Advisory
Virginia
$1.04M +$41.9K +264 +4%
CTA
1334
Chesley Taft & Associates
Illinois
$1.03M +$11.4K +72 +1%
GD
1335
Grandfield & Dodd
New York
$1.03M – – –
BMA
1336
Brooks Moore & Associates
Tennessee
$1.03M +$75.1K +473 +8%
WWM
1337
Wagner Wealth Management
South Carolina
$1.03M +$10.6K +67 +1%
CMI
1338
Clare Market Investments
Texas
$1.02M +$1.02M +6,445 New
LA
1339
Lifeworks Advisors
Michigan
$1.02M +$220K +1,387 +28%
PGAM
1340
Princeton Global Asset Management
New Jersey
$1.02M +$204K +1,284 +25%
PPWP
1341
Premier Path Wealth Partners
New Jersey
$1.02M +$52.1K +328 +5%
SC
1342
Steph & Co
Wisconsin
$1.02M -$325K -2,045 -24%
HFM
1343
Harvest Fund Management
China
$1.02M +$35.9K +226 +4%
DAM
1344
Delta Asset Management
Tennessee
$1.02M +$8.89K +56 +0.9%
GIP
1345
Granite Investment Partners
California
$1.02M – – –
MGAM
1346
McGowan Group Asset Management
Texas
$1.01M +$17.6K +111 +2%
CAAS
1347
Capital Asset Advisory Services
Michigan
$1.01M +$265K +1,699 +35%
TCM
1348
Tanaka Capital Management
New York
$1.01M +$3.02K +19 +0.3%
BCM
1349
BluePath Capital Management
Georgia
$1.01M -$126K -794 -11%
AA
1350
Advisory Alpha
Michigan
$1.01M +$268K +1,691 +36%
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