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Philip Morris

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
2001
Larson Financial Group
Missouri
$43.5K +$940 +10 +2%
MFA
2002
McClarren Financial Advisors
Pennsylvania
$43K +$26.3K +278 +158%
AFS
2003
Annapolis Financial Services
Maryland
$41.4K
PWMG
2004
Prestige Wealth Management Group
New Jersey
$41.1K -$1.91K -20 -4%
MLA
2005
MB, Levis & Associates
Pennsylvania
$41.1K
QL
2006
Quarry LP
New York
$41K +$31K +329 +307%
VF
2007
VitalStone Financial
Texas
$40K
SIM
2008
Studio Investment Management
Illinois
$39.5K
WPWM
2009
Western Pacific Wealth Management
Illinois
$39.3K
WIA
2010
Wetzel Investment Advisors
Indiana
$39K +$39K +417 New
PIS
2011
POM Investment Strategies
North Carolina
$38.1K +$38.1K +405 New
EIM
2012
Essex Investment Management
Massachusetts
$37.8K
PCA
2013
Providence Capital Advisors
North Carolina
$37.6K -$2.16K -23 -5%
AIMA
2014
Ables Iannone Moore & Associates
Georgia
$37.6K +$37.6K +400 New
SWC
2015
Spectrum Wealth Counsel
Indiana
$37.6K +$37.6K +400 New
CWP
2016
Concord Wealth Partners
Virginia
$37.1K -$380K -4,046 -91%
BSWA
2017
Bromfield Sneider Wealth Advisors
Massachusetts
$37.1K
DFA
2018
DHJJ Financial Advisors
Illinois
$36.6K
BIA
2019
Bell Investment Advisors
California
$35.5K +$2.16K +23 +6%
FP
2020
Financial Perspectives
Minnesota
$34.8K
HF
2021
Halpern Financial
Virginia
$33.4K -$3.24K -34 -9%
BCM
2022
Blume Capital Management
California
$32.9K
NFA
2023
Northwest Financial Advisors
Virginia
$32.7K +$32.7K +347 New
TVAMP
2024
Tennessee Valley Asset Management Partners
Tennessee
$32.5K +$32.5K +346 New
PWA
2025
Provenance Wealth Advisors
Florida
$31.7K +$17.2K +183 +119%