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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
AIM
1851
Acropolis Investment Management
Missouri
$458K +$71.5K +425 +20%
LSIA
1852
LaSalle St. Investment Advisors
Illinois
$457K -$10.9K -65 -2%
AA
1853
Addison Advisors
Vermont
$456K -$11.6K -69 -2%
FCM
1854
Family Capital Management
Michigan
$455K +$53.2K +316 +13%
WIA
1855
Wealthedge Investment Advisors
New York
$455K +$1.51K +9 +0.3%
SFS
1856
Security Financial Services
Indiana
$455K +$42.6K +253 +10%
RFA
1857
Register Financial Advisors
Georgia
$455K +$2.52K +15 +0.5%
NAS
1858
NWF Advisory Services
California
$454K +$25.2K +150 +6%
VWM
1859
Vigilare Wealth Management
Arizona
$453K -$86.1K -512 -15%
KIM
1860
Kane Investment Management
California
$453K -$178K -1,058 -27%
WA
1861
Waddell & Associates
Tennessee
$453K -$184K -1,096 -28%
JGIA
1862
Jackson Grant Investment Advisers
Connecticut
$452K +$673 +4 +0.1%
FA
1863
Fountainhead AM
New Jersey
$451K +$117K +694 +33%
DE
1864
Diversified Enterprises
Delaware
$450K -$1.01K -6 -0.2%
SL
1865
Sentinus LLC
Illinois
$449K +$32.5K +193 +7%
DAC
1866
Dividend Assets Capital
South Carolina
$448K
DWAM
1867
Duncan Williams Asset Management
Tennessee
$448K +$45.1K +268 +11%
TC
1868
TFR Capital
Texas
$448K -$5.89K -35 -1%
JCM
1869
Jacobsen Capital Management
Utah
$447K +$1.85K +11 +0.4%
LWM
1870
Lakeridge Wealth Management
Ohio
$447K -$37.9K -225 -8%
CFA
1871
Cahill Financial Advisors
Minnesota
$446K +$9.42K +56 +2%
IIC
1872
Ironwood Investment Counsel
Arizona
$444K -$21.7K -129 -5%
TFA
1873
Teamwork Financial Advisors
Texas
$443K +$28.4K +169 +7%
WAG
1874
Wheelhouse Advisory Group
Missouri
$442K -$191K -1,135 -29%
T
1875
Tableaux
Massachusetts
$442K +$221K +1,313 +93%

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.