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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
FFBTD
1776
First Financial Bank - Trust Division
Ohio
$508K
RWMG
1777
Redwood Wealth Management Group
New Jersey
$507K -$17K -101 -3%
DBRC
1778
D.B. Root & Company
Pennsylvania
$507K +$13.3K +79 +3%
SA
1779
Strategic Advisors
New York
$506K -$50.5K -300 -9%
FFS
1780
Founders Financial Securities
Maryland
$505K +$42.4K +252 +9%
GWAG
1781
Garrett Wealth Advisory Group
Texas
$504K +$505 +3 +0.1%
TCM
1782
Telos Capital Management
California
$503K -$20.2K -120 -4%
CIA
1783
Cape Investment Advisory
Georgia
$502K -$106K -630 -17%
OCBCO
1784
Oversea-Chinese Banking Corp (OCBC)
Singapore
$502K +$521K +3,097 New
DP
1785
Dearborn Partners
Illinois
$501K +$82.9K +493 +19%
PCM
1786
Payne Capital Management
New York
$501K +$51.8K +308 +11%
SFG
1787
Sovereign Financial Group
Connecticut
$500K -$841 -5 -0.2%
BEC
1788
Blue Edge Capital
Virginia
$500K -$4.71K -28 -0.9%
SPA
1789
Sherbrooke Park Advisers
New York
$500K +$182K +1,080 +54%
CFG
1790
Compton Financial Group
Maryland
$500K
CF
1791
Claris Financial
Virginia
$498K +$98.9K +588 +24%
MFGP
1792
Marshall Financial Group (Pennsylvania)
Pennsylvania
$498K -$51.8K -308 -9%
SBWIC
1793
Schaper Benz & Wise Investment Counsel
Wisconsin
$496K
BCM
1794
Becker Capital Management
Oregon
$496K +$75.5K +449 +17%
HWM
1795
Hemington Wealth Management
Virginia
$496K +$92.2K +548 +22%
TIA
1796
Tandem Investment Advisors
South Carolina
$496K +$160K +950 +45%
PFWA
1797
Paces Ferry Wealth Advisors
Georgia
$495K
CFS
1798
CRA Financial Services
New Jersey
$494K -$13.1K -78 -2%
DDC
1799
DF Dent & Co
Maryland
$493K +$74.2K +441 +17%
MWM
1800
Maridea Wealth Management
New York
$493K +$258K +1,535 +97%

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.