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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
GA
1926
Goldstein Advisors
Wisconsin
$421K -$336 -2 -0.1%
HI
1927
Human Investing
Oregon
$420K -$15.6K -93 -3%
CCA
1928
Clearwater Capital Advisors
Illinois
$419K +$12.3K +73 +3%
AWAG
1929
ARS Wealth Advisors Group
Florida
$418K +$10.4K +62 +2%
HCP
1930
Hardin Capital Partners
South Carolina
$418K -$8.41K -50 -2%
SFG
1931
SNS Financial Group
Minnesota
$418K -$1.01K -6 -0.2%
TSS
1932
Two Sigma Securities
New York
$418K -$1.15M -6,809 -73%
FB
1933
Finward Bancorp
Indiana
$417K
SIS
1934
Sound Income Strategies
Florida
$416K -$30.3K -180 -6%
BFWA
1935
Benchmark Financial Wealth Advisors
Florida
$416K -$673 -4 -0.2%
LT
1936
Legacy Trust
Michigan
$415K +$107K +636 +33%
SWA
1937
Serenus Wealth Advisors
California
$414K
GWA
1938
Gratus Wealth Advisors
Virginia
$413K -$13.5K -80 -3%
RWP
1939
Revolve Wealth Partners
New Jersey
$413K -$3.53K -21 -0.8%
NAMP
1940
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$412K
APM
1941
a16z Perennial Management
California
$411K +$427K +2,536 New
PBK
1942
Peoples Bank (Kansas)
Kansas
$410K -$78.1K -464 -16%
WB
1943
Webster Bank
Connecticut
$410K -$18.5K -110 -4%
OWM
1944
Opes Wealth Management
California
$410K -$6.73K -40 -2%
NMCM
1945
Nicholson Meyer Capital Management
Missouri
$410K
M1FG
1946
Mach-1 Financial Group
Arkansas
$409K -$2.89M -17,195 -87%
IAS
1947
Integrity Advisory Solutions
Texas
$409K +$424K +2,519 New
MW
1948
MBL Wealth
North Carolina
$409K +$74.9K +445 +21%
FC
1949
Fulcrum Capital
Washington
$408K +$424K +2,518 New
S
1950
Sunpointe
Missouri
$407K -$5.38K -32 -1%

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.