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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
BAM
2001
Bellevue Asset Management
Washington
$362K
CSB
2002
City State Bank
Iowa
$361K
TCOO
2003
Trust Company of Oklahoma
Oklahoma
$360K
GWA
2004
Gutierrez Wealth Advisory
Arkansas
$360K
PGA
2005
Portland Global Advisors
Maine
$360K
ACS
2006
Archford Capital Strategies
Illinois
$359K
FB
2007
First Bancorp
Maine
$359K
CW
2008
Code Waechter
Florida
$357K
BC
2009
Burney Company
Virginia
$355K
NRC
2010
New Republic Capital
North Carolina
$354K
NG
2011
Northstar Group
New York
$353K
LWM
2012
LJI Wealth Management
Indiana
$352K
LPAM
2013
Lodestar Private Asset Management
California
$352K
CPRC
2014
Consolidated Portfolio Review Corp
New York
$352K
PG
2015
Patten Group
Tennessee
$352K
ATC
2016
Adirondack Trust Company
New York
$352K
FCMA
2017
Foresight Capital Management Advisors
Michigan
$351K
GW
2018
Griffith & Werner
Georgia
$351K
MPW
2019
Magnolia Private Wealth
Pennsylvania
$351K
AWM
2020
AllSquare Wealth Management
New York
$350K
TWP
2021
Triad Wealth Partners
Kansas
$348K
CG
2022
Clarus Group
Texas
$348K
CICI
2023
Capital Investment Counsel Inc
North Carolina
$348K
FZCM
2024
Flynn Zito Capital Management
New York
$347K
SP
2025
Successful Portfolios
Florida
$346K