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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 %
BIG
1851
Brookwood Investment Group
Arizona
$441K +$441K +2,781 New
GCWM
1852
Graham Capital Wealth Management
District of Columbia
$441K -$24.6K -155 -5%
JGIA
1853
Jackson Grant Investment Advisers
Connecticut
$441K +$1.11K +7 +0.3%
WIA
1854
Wealthedge Investment Advisors
New York
$440K -$4.13K -26 -0.9%
RIA
1855
Realta Investment Advisors
Delaware
$439K -$4.76K -30 -1%
RWB
1856
RMR Wealth Builders
New Jersey
$439K +$48.7K +307 +12%
B
1857
Bellecapital
Switzerland
$439K -$212K -1,335 -33%
DE
1858
Diversified Enterprises
Delaware
$439K +$439K +2,765 New
DAC
1859
Dividend Assets Capital
South Carolina
$438K -$16.5K -104 -4%
TNA
1860
True North Advisors
Texas
$437K +$79.5K +501 +22%
EWM
1861
Elevatus Welath Management
New York
$437K +$107K +673 +32%
SL
1862
Sentinus LLC
Illinois
$437K -$39.7K -250 -8%
DCBT
1863
Dakota Community Bank & Trust
North Dakota
$437K -$13K -82 -3%
AIM
1864
Acropolis Investment Management
Missouri
$437K +$21.9K +138 +5%
WDL
1865
Well Done LLC
Michigan
$436K +$13.5K +112 +3%
SPWM
1866
Schrum Private Wealth Management
Florida
$435K – – –
CFS
1867
Commonwealth Financial Services
West Virginia
$434K +$123K +775 +40%
TAM
1868
Townsend Asset Management
North Carolina
$433K +$6.03K +38 +1%
TA
1869
TFG Advisers
Michigan
$432K -$11.1K -70 -3%
WB
1870
Webster Bank
Connecticut
$430K – – –
SAMT
1871
Select Asset Management & Trust
Pennsylvania
$430K – – –
GSWM
1872
Golden State Wealth Management
California
$430K -$7.94K -50 -2%
CCA
1873
Cottonwood Capital Advisors
Utah
$429K -$62.9K -396 -13%
PSF
1874
Pacific Sun Financial
California
$429K – – –
TCMP
1875
Thrive Capital Management (Pennsylvania)
Pennsylvania
$428K +$428K +2,698 New
73 74
75
76 77