PM icon

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 %
GWA
1901
Gratus Wealth Advisors
Virginia
$417K – – –
OCM
1902
Orion Capital Management
California
$414K +$414K +2,610 New
DCM
1903
Dimension Capital Management
Florida
$413K -$32.2K -203 -7%
FB
1904
Finward Bancorp
Indiana
$413K – – –
AAG
1905
Armstrong Advisory Group
Massachusetts
$413K – – –
MPI
1906
Mairs & Power Inc
Minnesota
$413K -$75.2K -474 -15%
CP
1907
Covenant Partners
Tennessee
$412K +$412K +2,598 New
CF
1908
Clarity Financial
Texas
$412K +$16.2K +102 +4%
RC
1909
Roundview Capital
New Jersey
$412K – – –
SCA
1910
Stonebridge Capital Advisors
Minnesota
$412K -$17K -107 -4%
SB
1911
Sunflower Bank
Texas
$411K +$13.2K +83 +3%
NRI
1912
NFP Retirement Inc
California
$411K +$9.84K +62 +2%
LAM
1913
Lewis Asset Management
California
$410K +$35.7K +225 +10%
APF
1914
Alaska Permanent Fund
Alaska
$410K – – –
LCM
1915
Lazari Capital Management
California
$410K +$12.7K +80 +3%
DP
1916
Dearborn Partners
Illinois
$409K -$31.7K -200 -7%
MBI
1917
May Barnhard Investments
Maryland
$408K +$4.76K +30 +1%
FA
1918
Fermata Advisors
California
$408K +$408K +2,569 New
IIC
1919
Ironwood Investment Counsel
Arizona
$408K +$25.7K +162 +7%
DIA
1920
Dean Investment Associates
Ohio
$408K -$3.86M -24,311 -90%
LA
1921
Latitude Advisors
Florida
$407K +$15.2K +96 +4%
RS
1922
R Squared
Hong Kong
$406K +$156K +980 +62%
SWA
1923
Serenus Wealth Advisors
California
$406K +$23.8K +150 +6%
ASC
1924
Atalanta Sosnoff Capital
New York
$404K – – –
WA
1925
Wealthstream Advisors
New York
$404K +$12.5K +79 +3%
75 76
77
78 79