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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
LWL
1676
Leo Wealth LLC
Texas
$582K
OTL
1677
Oak Thistle LLC
New York
$582K
WFG
1678
Wills Financial Group
Virginia
$581K
YWM
1679
Yukon Wealth Management
Kansas
$580K
BSB
1680
Bangor Savings Bank
Maine
$580K
FWA
1681
FSM Wealth Advisors
Ohio
$577K
CFD
1682
Creative Financial Designs
Indiana
$575K
GFA
1683
Gallagher Fiduciary Advisors
Illinois
$575K
HIS
1684
Horizon Investment Services
Indiana
$575K
PIA
1685
Powell Investment Advisors
Florida
$574K
RCWM
1686
Royal Capital Wealth Management
Indiana
$574K
CSC
1687
Caldwell Sutter Capital
California
$573K
SSWM
1688
Smith Salley Wealth Management
North Carolina
$572K
GPA
1689
Garrison Point Advisors
California
$571K
GGI
1690
Godsey & Gibb Inc
Virginia
$571K
RMC
1691
Resources Management Corp
Connecticut
$571K
VCM
1692
Versant Capital Management
Arizona
$569K
CFGW
1693
Chancellor Financial Group WB
Pennsylvania
$569K
CPA
1694
Capital Planning Advisors
California
$569K
WCF
1695
West Coast Financial
California
$568K
FMI
1696
F/M Investments
District of Columbia
$567K
VHAM
1697
Van Hulzen Asset Management
California
$565K
KA
1698
KDT Advisors
New York
$564K
Parallax Volatility Advisers
1699
Parallax Volatility Advisers
California
$562K
BBI
1700
Baxter Bros Inc
Connecticut
$562K