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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
CAC
1801
Certified Advisory Corp
Florida
$491K +$11.6K +69 +2%
PWM
1802
Partners Wealth Management
California
$491K -$3.03K -18 -0.6%
SM
1803
Sweeney & Michel
California
$490K +$2.52K +15 +0.5%
BWM
1804
BNC Wealth Management
Oregon
$490K
YWM
1805
Yukon Wealth Management
Kansas
$489K -$117K -698 -19%
LWM
1806
LeConte Wealth Management
Tennessee
$489K +$116K +687 +29%
LPT
1807
Legacy Private Trust
Wisconsin
$489K -$8.41K -50 -2%
OIS
1808
Okabena Investment Services
Minnesota
$488K +$8.41K +50 +2%
SFS
1809
Sharp Financial Services
Pennsylvania
$488K +$118K +700 +30%
PWAM
1810
Pinnacle West Asset Management
Wyoming
$487K
LJCM
1811
Lee Johnson Capital Management
Texas
$485K -$1.18K -7 -0.2%
HFM
1812
Hartford Financial Management
Connecticut
$485K
KLI
1813
Kelman-Lazarov Inc
Tennessee
$485K -$7.07K -42 -1%
NQWM
1814
Northwest Quadrant Wealth Management
Oregon
$484K +$3.53K +21 +0.7%
VCWM
1815
Vista Cima Wealth Management
Arizona
$484K +$311K +1,850 +163%
NP
1816
Nilsine Partners
Colorado
$483K +$32K +190 +7%
BM
1817
Berman McAleer
Maryland
$481K +$499K +2,965 New
BCMLT
1818
Beacon Capital Management LLC (Tennessee)
Tennessee
$480K +$1.01K +6 +0.2%
BAAM
1819
Baker Avenue Asset Management
California
$477K +$125K +745 +34%
WP
1820
WealthShield Partners
North Carolina
$477K -$26.9K -160 -5%
CAM
1821
Carret Asset Management
New York
$476K
OTL
1822
Oak Thistle LLC
New York
$476K -$2.43M -14,414 -83%
TWP
1823
Triad Wealth Partners
Kansas
$475K +$32.1K +191 +7%
ACI
1824
Alpha Cubed Investments
California
$474K +$16.3K +97 +3%
LFA
1825
Laraway Financial Advisors
Minnesota
$474K

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.