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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
36.27%
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 %
AL
1701
ADE LLC
Maryland
$559K – – –
BWP
1702
Bernardo Wealth Planning
Pennsylvania
$559K +$11.9K +75 +2%
WIM
1703
WealthPlan Investment Management
Nebraska
$559K +$42.7K +269 +8%
LPT
1704
Legacy Private Trust
Wisconsin
$556K -$69.7K -439 -11%
BMC
1705
Benin Management Corp
Connecticut
$556K -$9.84K -62 -2%
SA
1706
Sovran Advisors
California
$555K +$160K +979 +40%
CIA
1707
Cape Investment Advisory
Georgia
$554K -$159 -1 -0%
OWP
1708
Obermeyer Wealth Partners
Colorado
$551K +$4.6K +29 +0.8%
VCWA
1709
Vanguard Capital Wealth Advisors
Colorado
$551K +$317 +2 +0.1%
SIC
1710
Sterling Investment Counsel
New York
$550K +$4.44K +28 +0.8%
CA
1711
Centerpoint Advisors
Massachusetts
$550K -$27.8K -175 -5%
AWM
1712
Accel Wealth Management
Iowa
$549K -$8.25K -52 -1%
6F
1713
626 Financial
Michigan
$549K +$47.1K +297 +9%
KAS
1714
KPP Advisory Services
Kentucky
$548K +$57K +359 +12%
APW
1715
Austin Private Wealth
Texas
$548K -$12.2K -77 -2%
MHIC
1716
Marble Harbor Investment Counsel
Massachusetts
$547K – – –
ESB
1717
Essex Savings Bank
Connecticut
$547K +$11K +69 +2%
MSFS
1718
Main Street Financial Solutions
Pennsylvania
$540K -$52.7K -332 -9%
CCB
1719
Cutter & Co Brokerage
Missouri
$540K – – –
FDCP
1720
Foster Dykema Cabot & Partners
Massachusetts
$539K – – –
CFS
1721
CRA Financial Services
New Jersey
$538K – – –
FFS
1722
Founders Financial Securities
Maryland
$537K +$73.6K +435 +16%
PAS
1723
PKS Advisory Services
New York
$537K +$78.9K +491 +17%
TFM
1724
TFC Financial Management
Massachusetts
$537K +$2.7K +17 +0.5%
GAB
1725
German American Bancorp
Indiana
$537K -$47.8K -301 -8%
67 68
69
70 71