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Philip Morris

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
2001
HighMark Wealth Management
Minnesota
$11K +$101 +1 +0.9%
PP
2002
Pacifica Partners
Canada
$10.3K
ICM
2003
Islay Capital Management
Texas
$10.1K
MWC
2004
MBM Wealth Consultants
Missouri
$10K
FPB
2005
First PREMIER Bank
South Dakota
$10K
TWP
2006
TFO Wealth Partners
Ohio
$9.48K +$9.48K +185 New
BWAM
2007
Boyd Watterson Asset Management
Ohio
$9.31K +$9.31K +92 New
RFA
2008
Register Financial Advisors
Georgia
$8.48K +$8.48K +84 New
MTIC
2009
Missouri Trust & Investment Company
Missouri
$8K
PCTC
2010
Perkins Coie Trust Company
Washington
$7.89K
JFG
2011
JDM Financial Group
Texas
$7.59K +$7.59K +75 New
BBPWM
2012
Blue Bell Private Wealth Management
Pennsylvania
$7.29K
TJHA
2013
Thomas J. Herzfeld Advisors
Florida
$7.29K +$7.29K +72 New
EA
2014
Evolution Advisers
Virginia
$7K
PS
2015
PayPay Securities
Japan
$6.88K +$6.88K +68 New
TAM
2016
Tucker Asset Management
Colorado
$6.27K
DI
2017
Disciplined Investments
Oklahoma
$5.57K -$1.92K -19 -26%
TCA
2018
Trifecta Capital Advisors
Illinois
$5.57K +$5.57K +55 New
GTAM
2019
Global Trust Asset Management
Florida
$5.26K
SSC
2020
Syverson Strege & Co
Iowa
$5.06K
BA
2021
Bellwether Advisors
Nebraska
$5.06K
FGAM
2022
Financial Gravity Asset Management
Texas
$4.98K +$888 +18 +22%
FIM
2023
FWL Investment Management
Texas
$4.86K +$4.86K +48 New
MYAM
2024
Meiji Yasuda Asset Management
Japan
$4.55K +$47 +468 +1%
RCC
2025
Red Cedar Capital
Nebraska
$4K