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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
NRI
1976
NFP Retirement Inc
California
$395K -$21K -125 -5%
BSSFA
1977
Baron Silver Stevens Financial Advisors
Florida
$395K -$66.5K -395 -14%
CWM
1978
Concentrum Wealth Management
California
$395K -$22.9K -136 -5%
TP
1979
Tranquility Partners
Tennessee
$394K
APG
1980
Abacus Planning Group
South Carolina
$394K -$19.7K -117 -5%
CM
1981
Cercano Management
Washington
$393K
S
1982
SimplyRich
California
$393K
OAS
1983
Optivise Advisory Services
Tennessee
$393K +$87.7K +521 +27%
HW
1984
HORAN Wealth
Ohio
$392K +$202K +1,198 +98%
NA
1985
Nordwand Advisors
Pennsylvania
$391K
SPI
1986
Sutton Place Investors
New York
$390K +$96.2K +572 +31%
OHWP
1987
Oak Harbor Wealth Partners
North Carolina
$390K
GPWM
1988
Grant Private Wealth Management
California
$389K +$31.6K +188 +9%
SWP
1989
ShoreHaven Wealth Partners
New Jersey
$389K
SAM
1990
Summit Asset Management
Tennessee
$388K +$168 +1 +0%
CWM
1991
Cranbrook Wealth Management
Michigan
$388K +$232K +1,377 +136%
LA
1992
LexAurum Advisors
Kansas
$383K -$83.8K -498 -17%
JTWM
1993
Jackson Thornton Wealth Management
Alabama
$383K +$141K +836 +51%
CCG
1994
Capital CS Group
California
$383K +$397K +2,360 New
WFPG
1995
Waller Financial Planning Group
Ohio
$381K
C1AG
1996
Client 1st Advisory Group
Florida
$381K
DHC
1997
Drum Hill Capital
Connecticut
$380K
NRC
1998
New Republic Capital
North Carolina
$380K -$11.4K -68 -3%
PIA
1999
Perennial Investment Advisors
California
$379K +$7.91K +47 +2%
TCMP
2000
Thrive Capital Management (Pennsylvania)
Pennsylvania
$379K +$9.93K +59 +3%

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.