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Philip Morris

2,731 hedge funds and large institutions have $207B invested in Philip Morris in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,104 increasing their positions, 1,049 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 1,104 | Existing positions reduced: 1,049

0.85% more ownership

Funds ownership: 81.07%81.92% (+0.85%)

4% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.44B

4% less funds holding

Funds holding: 2,8422,731 (-111)

10% less capital invested

Capital invested by funds: $230B → $207B (-$23B)

30% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 211

32% less funds holding in top 10

Funds holding in top 10: 10269 (-33)

Holders
2,731
Holders Change
-111
Holders Change %
-3.91%
% of All Funds
35.84%
Holding in Top 10
69
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-32.35%
% of All Funds
0.91%
New
147
Increased
1,104
Reduced
1,049
Closed
211
Calls
$1.39B
Puts
$1.44B
Net Calls
-$52M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1751
MKT Advisors
California
$532K +$168 +1 +0%
BCM
1752
Buckhead Capital Management
Georgia
$530K +$18.2K +108 +3%
AWM
1753
Accel Wealth Management
Iowa
$529K -$33.5K -199 -6%
RWB
1754
RMR Wealth Builders
New Jersey
$529K +$57.5K +342 +12%
PWM
1755
Prentice Wealth Management
New York
$528K +$217K +1,289 +65%
OAM
1756
Oxford Asset Management
United Kingdom
$527K +$186K +1,108 +52%
PAYA
1757
Phil A. Younker & Associates
Alaska
$527K -$378K -2,246 -41%
HBW
1758
Hazlett, Burt & Watson
West Virginia
$526K +$336 +2 +0.1%
GWSG
1759
GPS Wealth Strategies Group
Colorado
$523K
MIM
1760
Marco Investment Management
Georgia
$523K
SCM
1761
Silvant Capital Management
Georgia
$521K
BFA
1762
Beacon Financial Advisory
Ohio
$521K +$8.41K +50 +2%
FMI
1763
F/M Investments
District of Columbia
$520K
IWM
1764
Iams Wealth Management
Nebraska
$519K +$345K +2,050 +178%
LSV Asset Management
1765
LSV Asset Management
Illinois
$519K -$606K -3,600 -53%
CM
1766
Capula Management
Cayman Islands
$519K +$533K +3,166 +9,594%
EF
1767
Elite Financial
Idaho
$518K -$355K -2,107 -39%
A
1768
AlphaQuest
New York
$518K -$86.8K -516 -14%
AWM
1769
Avior Wealth Management
Nebraska
$515K -$833K -4,951 -61%
EWA
1770
Exit Wealth Advisors
Georgia
$514K +$534K +3,171 New
AG
1771
AmeriFlex Group
Nevada
$513K +$251K +1,492 +89%
TFA
1772
Toth Financial Advisory
Virginia
$513K
RFP
1773
Root Financial Partners
California
$511K +$300K +1,784 +131%
GLF
1774
Groupe la Francaise
France
$511K +$619K +3,680 New
BFA
1775
Bright Financial Advisors
Michigan
$510K +$256K +1,521 +94%

PM Hedge Fund Activity: Q3 2025 in Review

2,731 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q3 2025, worth a combined $207B — down 10% from $230B a quarter earlier.

Sellers outnumbered buyers: 211 funds closed out of PM and 147 opened new positions — a net loss of 64 holders — while 1,049 trimmed existing stakes and 1,104 added.

The largest buyer was Fidelity Investments, adding an estimated $1.33B. The largest seller was Wellington Management Group, cutting an estimated $479M.

  • 2,731 institutional investors held Philip Morris (PM) as of Q3 2025, down from 2,842 in Q2 2025.
  • Funds reported $207B of Philip Morris stock for Q3 2025, down 10% quarter-over-quarter.
  • 147 funds opened new Philip Morris positions in Q3 2025 and 211 closed out, a net change of -64 holders.
  • The largest Philip Morris buyer in Q3 2025 was Fidelity Investments, an estimated $1.33B added.
  • The largest Philip Morris seller in Q3 2025 was Wellington Management Group, an estimated $479M sold.

Based on aggregated 13F filings for Q3 2025.