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Philip Morris

2,676 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 346 funds opening new positions, 997 increasing their positions, 960 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 2,4882,676 (+188)

4% more repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 960

0.92% more ownership

Funds ownership: 79.95%80.88% (+0.92%)

Holders
2,676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77B
Puts
$1.22B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1926
Serenus Wealth Advisors
California
$406K
ASC
1927
Atalanta Sosnoff Capital
New York
$404K
WA
1928
Wealthstream Advisors
New York
$404K
CST
1929
Charles Schwab Trust
Nevada
$403K
NAMP
1930
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$403K
SFG
1931
Stonebridge Financial Group
Pennsylvania
$402K
LCM
1932
LCM Capital Management
Illinois
$401K
IAS
1933
Investment Advisory Services
Texas
$401K
AGA
1934
Arkos Global Advisors
Texas
$401K
NMCM
1935
Nicholson Meyer Capital Management
Missouri
$401K
TW
1936
Transform Wealth
Colorado
$400K
PIFP
1937
Partners in Financial Planning
Virginia
$399K
BFWA
1938
Benchmark Financial Wealth Advisors
Florida
$399K
BI
1939
Binnacle Investments
Iowa
$398K
AWAG
1940
ARS Wealth Advisors Group
Florida
$397K
CCM
1941
Cohen Capital Management
California
$397K
HP
1942
Highlander Partners
Texas
$397K
ITFISA
1943
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$397K
RI
1944
Ridgewood Investments
New Jersey
$393K
CIAS
1945
CFS Investment Advisory Services
New Jersey
$393K
PCA
1946
Purkiss Capital Advisors
Connecticut
$392K
ATIA
1947
American Trust Investment Advisors
New Hampshire
$392K
MA
1948
MAS Advisors
Florida
$392K
BWM
1949
BKM Wealth Management
Wisconsin
$391K
RFO
1950
RiverGlades Family Offices
Florida
$390K