PM icon

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
DWAM
1976
Duncan Williams Asset Management
Tennessee
$375K
RPWA
1977
Regent Peak Wealth Advisors
Georgia
$374K
HWM
1978
Hemington Wealth Management
Virginia
$374K
IA
1979
Insight Advisors
Pennsylvania
$373K
FCA
1980
Fortis Capital Advisors
Kansas
$373K
WMA
1981
West Michigan Advisors
Michigan
$373K
C1AG
1982
Client 1st Advisory Group
Florida
$373K
CCC
1983
Compass Capital Corp
Massachusetts
$373K
EBA
1984
Eagle Bay Advisors
New York
$373K
CAM
1985
Concorde Asset Management
Michigan
$372K
DHC
1986
Drum Hill Capital
Connecticut
$372K
SPA
1987
Sherbrooke Park Advisers
New York
$372K
MSA
1988
McAlister Sweet & Associates
Texas
$371K
FHC
1989
First Heartland Consultants
Missouri
$370K
CCG
1990
Catalina Capital Group
California
$369K
JCM
1991
Jacobsen Capital Management
Utah
$368K
OA
1992
Oxbow Advisors
Texas
$367K
RIP
1993
Reliant Investment Partners
North Carolina
$366K
FSG
1994
Financial Strategies Group
Michigan
$366K
WA
1995
Whipplewood Advisors
Colorado
$366K
Loomis, Sayles & Company
1996
Loomis, Sayles & Company
Massachusetts
$365K
SSWM
1997
Strait & Sound Wealth Management
California
$365K
OPOWM
1998
One Plus One Wealth Management
Florida
$364K
AI
1999
AdvisorShares Investments
Maryland
$363K
SFS
2000
Security Financial Services
Indiana
$362K