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Philip Morris

2,825 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 280 funds opening new positions, 1,112 increasing their positions, 1,024 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 1,112 | Existing positions reduced: 1,024

0.14% more ownership

Funds ownership: 80.93%81.07% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 116101 (-15)

Holders
2,825
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
2001
Insight Advisors
Pennsylvania
$441K
AAG
2002
Armstrong Advisory Group
Massachusetts
$440K
PHWM
2003
Pine Harbor Wealth Management
Maryland
$440K
IF
2004
Intrua Financial
Texas
$440K
ATC
2005
Adirondack Trust Company
New York
$440K
RI
2006
Ridgewood Investments
New Jersey
$439K
GSWM
2007
Golden State Wealth Management
California
$439K
NA
2008
Nordwand Advisors
Pennsylvania
$439K
OPW
2009
Osprey Private Wealth
New York
$438K
OHWP
2010
Oak Harbor Wealth Partners
North Carolina
$438K
SWP
2011
ShoreHaven Wealth Partners
New Jersey
$436K
OBAM
2012
ODDO BHF Asset Management
France
$436K
SAM
2013
Summit Asset Management
Tennessee
$435K
BA
2014
Bristlecone Advisors
Washington
$435K
FSC
2015
Full Sail Capital
Oklahoma
$434K
AA
2016
ACT Advisors
North Carolina
$431K
OPOWM
2017
One Plus One Wealth Management
Florida
$430K
GCS
2018
Gordian Capital (Singapore)
Singapore
$430K
WFPG
2019
Waller Financial Planning Group
Ohio
$428K
C1AG
2020
Client 1st Advisory Group
Florida
$428K
SIA
2021
SGL Investment Advisors
Montana
$428K
ASC
2022
Atalanta Sosnoff Capital
New York
$427K
DHC
2023
Drum Hill Capital
Connecticut
$427K
EBA
2024
Eagle Bay Advisors
New York
$425K
MSA
2025
McAlister Sweet & Associates
Texas
$425K