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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 %
TFA
1526
Transamerica Financial Advisors
Florida
$742K -$117K -735 -14%
PWP
1527
Phillips Wealth Planners
Mississippi
$741K – – –
WG
1528
Winton Group
United Kingdom
$740K -$154K -971 -17%
VA
1529
Valmark Advisers
Ohio
$739K +$29.4K +185 +4%
LRIA
1530
Leonard Rickey Investment Advisors
Washington
$736K -$41.8K -265 -5%
KIG
1531
Kennedy Investment Group
New Jersey
$736K +$21.9K +138 +3%
AWM
1532
Aegis Wealth Management
Maryland
$736K +$63.2K +398 +9%
CIM
1533
Cambria Investment Management
California
$736K -$287K -1,811 -28%
PFSC
1534
Peoples Financial Services Corp
Pennsylvania
$733K – – –
MW
1535
Maia Wealth
Colorado
$733K -$26.5K -168 -3%
ECM
1536
Elgethun Capital Management
South Dakota
$733K +$55.4K +349 +8%
ABTD
1537
Arvest Bank Trust Division
Oklahoma
$731K +$20.6K +130 +3%
GWANC
1538
Guardian Wealth Advisors (North Carolina)
North Carolina
$731K +$60.2K +379 +9%
KA
1539
Klingman & Associates
New York
$727K +$200K +1,262 +38%
HFS
1540
Howard Financial Services
Texas
$725K +$120K +753 +20%
MA
1541
MBA Advisors
Pennsylvania
$724K +$17K +107 +2%
WQ
1542
Wealth Quarterback
New Jersey
$724K -$8.1K -51 -1%
SXL
1543
Summit X LLC
Missouri
$723K +$169K +1,067 +31%
DAM
1544
Diamant Asset Management
Connecticut
$722K – – –
HGWM
1545
Horst & Graben Wealth Management
Oregon
$722K +$20.6K +130 +3%
CC
1546
Callan Capital
California
$719K +$107K +677 +18%
LF
1547
Lantz Financial
Illinois
$719K +$25.1K +158 +4%
HTHT
1548
Hemenway Trust Hemenway Trust
New Hampshire
$718K -$6.35K -40 -0.9%
WFM
1549
Wolff Financial Management
Michigan
$718K – – –
NA
1550
Navellier & Associates
Nevada
$717K -$207K -1,193 -22%
60 61
62
63 64