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Philip Morris

2,825 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 280 funds opening new positions, 1,112 increasing their positions, 1,024 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 1,112 | Existing positions reduced: 1,024

0.14% more ownership

Funds ownership: 80.93%81.07% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 116101 (-15)

Holders
2,825
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
1676
Mayfair Advisory Group
Alabama
$695K
BI
1677
Beckerman Institutional
New Jersey
$694K
NPFS
1678
Novak & Powell Financial Services
Florida
$692K
VHAM
1679
Van Hulzen Asset Management
California
$691K
LNB
1680
Ledyard National Bank
$688K
BTWM
1681
Baker Tilly Wealth Management
Wisconsin
$688K
SIG
1682
Sargent Investment Group
Maryland
$688K
JAG
1683
Journey Advisory Group
Kentucky
$687K
LSWP
1684
Liberty Square Wealth Partners
Pennsylvania
$686K
NAG
1685
Northstar Advisory Group
New Jersey
$684K
PWP
1686
Phillips Wealth Planners
Mississippi
$684K
HFO
1687
Heritage Family Offices
Arizona
$683K
HWA
1688
HHM Wealth Advisors
Tennessee
$680K
WWA
1689
Wingate Wealth Advisors
Massachusetts
$679K
CIA
1690
Cape Investment Advisory
Georgia
$679K
CFD
1691
Creative Financial Designs
Indiana
$679K
TBNY
1692
Trustco Bank (New York)
New York
$677K
KTC
1693
Kentucky Trust Company
Kentucky
$677K
YWM
1694
Yukon Wealth Management
Kansas
$677K
A
1695
AlphaQuest
New York
$676K
RSWM
1696
Robertson Stephens Wealth Management
California
$675K
HCM
1697
Hilton Capital Management
New York
$675K
NL
1698
NWAM LLC
Washington
$674K
TFA
1699
Transamerica Financial Advisors
Florida
$673K
IA
1700
IAM Advisory
Pennsylvania
$673K