PM icon

Philip Morris

2,670 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 345 funds opening new positions, 997 increasing their positions, 956 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,670
Holders Change
+186
Holders Change %
+7.49%
% of All Funds
36.27%
Holding in Top 10
115
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+43.75%
% of All Funds
1.56%
New
345
Increased
997
Reduced
956
Closed
115
Calls
$1.77B
Puts
$1.22B
Net Calls
+$543M
Net Calls Change
+$558M
Name Holding Trade Value Shares
Change
Shares
Change %
GWA
2001
Gutierrez Wealth Advisory
Arkansas
$360K +$13K +82 +4%
PGA
2002
Portland Global Advisors
Maine
$360K -$77.8K -490 -18%
ACS
2003
Archford Capital Strategies
Illinois
$359K +$14K +88 +4%
FB
2004
First Bancorp
Maine
$359K -$1.11K -7 -0.3%
CW
2005
Code Waechter
Florida
$357K -$31.6K -199 -8%
BC
2006
Burney Company
Virginia
$355K -$83.3K -525 -19%
NRC
2007
New Republic Capital
North Carolina
$354K +$33.6K +210 +10%
NG
2008
Northstar Group
New York
$353K
LWM
2009
LJI Wealth Management
Indiana
$352K +$159 +1 +0%
LPAM
2010
Lodestar Private Asset Management
California
$352K -$27.5K -173 -7%
CPRC
2011
Consolidated Portfolio Review Corp
New York
$352K +$9.05K +57 +3%
PG
2012
Patten Group
Tennessee
$352K +$14.8K +93 +4%
ATC
2013
Adirondack Trust Company
New York
$352K
FCMA
2014
Foresight Capital Management Advisors
Michigan
$351K
GW
2015
Griffith & Werner
Georgia
$351K -$41.1K -259 -10%
MPW
2016
Magnolia Private Wealth
Pennsylvania
$351K +$26.7K +168 +8%
AWM
2017
AllSquare Wealth Management
New York
$350K
TWP
2018
Triad Wealth Partners
Kansas
$348K +$348K +2,195 New
CG
2019
Clarus Group
Texas
$348K -$69.5K -438 -17%
CICI
2020
Capital Investment Counsel Inc
North Carolina
$348K
FZCM
2021
Flynn Zito Capital Management
New York
$347K +$53.3K +336 +18%
SP
2022
Successful Portfolios
Florida
$346K
EWA
2023
ERTS Wealth Advisors
Michigan
$345K -$42.2K -266 -11%
AWP
2024
Atlas Wealth Partners
Pennsylvania
$345K +$641 +4 +0.2%
SAF
2025
Smith Anglin Financial
Texas
$344K +$8.89K +56 +3%