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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 %
FHA
1401
Flagship Harbor Advisors
Massachusetts
$925K +$7.46K +47 +0.8%
PA
1402
Probity Advisors
Texas
$923K -$112K -707 -11%
NG
1403
Novem Group
New York
$922K +$398K +2,506 +76%
JFL
1404
Jarislowsky, Fraser Ltd
Quebec, Canada
$921K -$7.94K -50 -0.9%
HT
1405
Heritage Trust
Oklahoma
$920K -$55.9K -352 -6%
SFG
1406
Shum Financial Group
California
$918K +$952 +6 +0.1%
PFA
1407
Pathway Financial Advisors
Vermont
$918K – – –
MNBTD
1408
Moody National Bank Trust Division
Texas
$917K +$74.4K +469 +9%
RCA
1409
Resonant Capital Advisors
Wisconsin
$916K +$113K +707 +14%
GPI
1410
General Partner Inc
Pennsylvania
$916K – – –
GC
1411
Garde Capital
Washington
$911K – – –
TL
1412
Tradewinds LLC
North Carolina
$911K – – –
CC
1413
Copperleaf Capital
North Carolina
$910K +$910K +5,735 New
SWA
1414
SFMG Wealth Advisors
Texas
$910K +$74.6K +470 +9%
BB
1415
Burford Brothers
Texas
$910K -$61.9K -390 -6%
MWM
1416
Mattern Wealth Management
Kansas
$908K – – –
CFFP
1417
Center for Financial Planning
Michigan
$907K +$29.5K +186 +3%
MAP
1418
Moody Aldrich Partners
Massachusetts
$906K +$443K +2,790 +96%
PMFA
1419
Plante Moran Financial Advisors
Michigan
$906K -$794 -5 -0.1%
SWP
1420
Summit Wealth Partners
Florida
$906K +$1.91K +12 +0.2%
VFG
1421
Victory Financial Group
Texas
$899K +$899K +5,356 New
TIA
1422
Traphagen Investment Advisors
New Jersey
$899K +$19.5K +123 +2%
Blackstone Inc
1423
Blackstone Inc
New York
$898K +$898K +5,655 New
A
1424
Argentarii
Ohio
$896K +$417K +2,628 +87%
LIM
1425
Longfellow Investment Management
Massachusetts
$896K -$482K -3,037 -35%
55 56
57
58 59