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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
RIA
1976
Realta Investment Advisors
Delaware
$456K
HP
1977
Highlander Partners
Texas
$455K
HT
1978
Heritage Trust
Oklahoma
$454K
DWAM
1979
Duncan Williams Asset Management
Tennessee
$454K
FCM
1980
Family Capital Management
Michigan
$454K
SAM
1981
Synergy Asset Management
Washington
$453K
SFG
1982
Stonebridge Financial Group
Pennsylvania
$453K
CF
1983
Claris Financial
Virginia
$452K
AGA
1984
Arkos Global Advisors
Texas
$451K
BWM
1985
BKM Wealth Management
Wisconsin
$449K
LA
1986
Latitude Advisors
Florida
$448K
RFO
1987
RiverGlades Family Offices
Florida
$448K
LWANC
1988
Laurel Wealth Advisors (North Carolina)
North Carolina
$447K
RCI
1989
RS Crum Inc
California
$447K
GCM
1990
Gables Capital Management
Florida
$445K
CAM
1991
Costello Asset Management
Pennsylvania
$444K
AEPWM
1992
Atlantic Edge Private Wealth Management
Florida
$444K
MTIC
1993
Missouri Trust & Investment Company
Missouri
$443K
TWM
1994
TriaGen Wealth Management
California
$443K
SFC
1995
SYM Financial Corp
Indiana
$443K
HIIFS
1996
Harel Insurance Investments & Financial Services
Israel
$443K
TP
1997
Tranquility Partners
Tennessee
$443K
NRC
1998
New Republic Capital
North Carolina
$442K
S
1999
SimplyRich
California
$442K
CM
2000
Cercano Management
Washington
$441K