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Philip Morris

2,825 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 280 funds opening new positions, 1,112 increasing their positions, 1,024 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 1,112 | Existing positions reduced: 1,024

0.14% more ownership

Funds ownership: 80.93%81.07% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 116101 (-15)

Holders
2,825
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1951
Opes Wealth Management
California
$468K
BFWA
1952
Benchmark Financial Wealth Advisors
Florida
$467K
CST
1953
Charles Schwab Trust
Nevada
$467K
HCP
1954
Hardin Capital Partners
South Carolina
$467K
WI
1955
Westbourne Investments
Virginia
$466K
NRI
1956
NFP Retirement Inc
California
$466K
FRM
1957
Fox Run Management
Connecticut
$466K
TFA
1958
Teamwork Financial Advisors
Texas
$466K
S
1959
Steadtrust
Texas
$466K
S
1960
Sunpointe
Missouri
$466K
SWA
1961
Serenus Wealth Advisors
California
$465K
SFS
1962
Security Financial Services
Indiana
$465K
APG
1963
Abacus Planning Group
South Carolina
$464K
NAMP
1964
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K
KCP
1965
Kera Capital Partners
California
$463K
FCA
1966
Fortis Capital Advisors
Kansas
$463K
MA
1967
MAS Advisors
Florida
$462K
NMCM
1968
Nicholson Meyer Capital Management
Missouri
$460K
LCM
1969
LCM Capital Management
Illinois
$459K
AWAG
1970
ARS Wealth Advisors Group
Florida
$459K
PIFP
1971
Partners in Financial Planning
Virginia
$458K
HWM
1972
Hemington Wealth Management
Virginia
$458K
CCA
1973
Clearwater Capital Advisors
Illinois
$457K
FCFC
1974
First Citizens Financial Corp
Iowa
$456K
CIAS
1975
CFS Investment Advisory Services
New Jersey
$456K