PM icon

Philip Morris

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
Name Holding Trade Value Shares
Change
Shares
Change %
WFPG
1951
Waller Financial Planning Group
Ohio
$389K +$15.9K +100 +4%
OPW
1952
Osprey Private Wealth
New York
$389K
AEPWM
1953
Atlantic Edge Private Wealth Management
Florida
$387K -$4.13K -26 -1%
MTIC
1954
Missouri Trust & Investment Company
Missouri
$387K
TP
1955
Tranquility Partners
Tennessee
$386K -$794 -5 -0.2%
S
1956
SimplyRich
California
$385K
BTD
1957
BankPlus Trust Department
Mississippi
$385K -$15.1K -95 -4%
CM
1958
Cercano Management
Washington
$385K +$91.6K +577 +31%
TWM
1959
Trueblood Wealth Management
Ohio
$385K -$25.9K -163 -6%
CP
1960
Capital Planning
Washington
$384K -$34.1K -213 -8%
GWM
1961
GK Wealth Management
Nevada
$382K -$25.6K -161 -6%
NWM
1962
Northwest Wealth Management
Iowa
$382K +$67.9K +428 +22%
IIC
1963
Integrated Investment Consultants
Michigan
$382K +$71.6K +451 +23%
RWP
1964
Revolve Wealth Partners
New Jersey
$382K +$48.9K +308 +15%
SWP
1965
ShoreHaven Wealth Partners
New Jersey
$380K
TFA
1966
Teamwork Financial Advisors
Texas
$380K +$49.7K +313 +15%
MKC
1967
M. Kraus & Co
Vermont
$380K
FA
1968
Fiduciary Alliance
South Carolina
$379K -$19.5K -123 -5%
AC
1969
AlphaCore Capital
California
$378K +$378K +2,363 New
SAM
1970
Summit Asset Management
Tennessee
$377K +$317 +2 +0.1%
CAM
1971
Costello Asset Management
Pennsylvania
$376K +$41.6K +262 +12%
FCFC
1972
First Citizens Financial Corp
Iowa
$375K
DWAM
1973
Duncan Williams Asset Management
Tennessee
$375K +$31.8K +200 +9%
RPWA
1974
Regent Peak Wealth Advisors
Georgia
$374K +$8.73K +55 +2%
HWM
1975
Hemington Wealth Management
Virginia
$374K +$25.5K +161 +7%