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Philip Morris

2,676 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 346 funds opening new positions, 997 increasing their positions, 960 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 2,4882,676 (+188)

4% more repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 960

0.92% more ownership

Funds ownership: 79.95%80.88% (+0.92%)

Holders
2,676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77B
Puts
$1.22B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1651
Wheelhouse Advisory Group
Missouri
$606K
LIA
1652
LBMC Investment Advisors
Tennessee
$605K
BI
1653
Beckerman Institutional
New Jersey
$605K
WCM
1654
Wallace Capital Management
Texas
$605K
NAG
1655
Northstar Advisory Group
New Jersey
$600K
LNB
1656
Ledyard National Bank
$599K
LSWP
1657
Liberty Square Wealth Partners
Pennsylvania
$598K
CCA
1658
Clearwater Capital Advisors
Illinois
$593K
WWA
1659
Wingate Wealth Advisors
Massachusetts
$592K
SIS
1660
Sound Income Strategies
Florida
$591K
EW
1661
Evoke Wealth
California
$591K
TBNY
1662
Trustco Bank (New York)
New York
$590K
CNB
1663
Camden National Bank
Maine
$590K
AWE
1664
Avidian Wealth Enterprises
Texas
$589K
AIM
1665
Advyzon Investment Management
Illinois
$589K
FFA
1666
Fragasso Financial Advisors
Pennsylvania
$588K
BW
1667
BostonPremier Wealth
Massachusetts
$587K
EFL
1668
ERn Financial LLC
Wisconsin
$586K
IA
1669
IAM Advisory
Pennsylvania
$586K
BWP
1670
Balboa Wealth Partners
Arizona
$585K
LIM
1671
Loudon Investment Management
New Hampshire
$585K
AW
1672
Atlas Wealth
Ohio
$583K
SCP
1673
Sivia Capital Partners
California
$582K
LJAC
1674
L.J. Altfest & Co
New York
$582K
GP
1675
Greenline Partners
New York
$582K