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Philip Morris

2,731 hedge funds and large institutions have $207B invested in Philip Morris in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,104 increasing their positions, 1,049 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 1,104 | Existing positions reduced: 1,049

0.85% more ownership

Funds ownership: 81.07%81.92% (+0.85%)

4% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.44B

4% less funds holding

Funds holding: 2,8422,731 (-111)

10% less capital invested

Capital invested by funds: $230B → $207B (-$23B)

30% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 211

32% less funds holding in top 10

Funds holding in top 10: 10269 (-33)

Holders
2,731
Holders Change
-111
Holders Change %
-3.91%
% of All Funds
35.84%
Holding in Top 10
69
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-32.35%
% of All Funds
0.91%
New
147
Increased
1,104
Reduced
1,049
Closed
211
Calls
$1.39B
Puts
$1.44B
Net Calls
-$52M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
2001
McAlister Sweet & Associates
Texas
$379K
MPW
2002
Magnolia Private Wealth
Pennsylvania
$378K +$22.7K +135 +6%
ASC
2003
Atalanta Sosnoff Capital
New York
$378K -$2.35K -14 -0.6%
VCM
2004
Vivaldi Capital Management
Illinois
$378K +$3.53K +21 +0.9%
CIAS
2005
CFS Investment Advisory Services
New Jersey
$378K -$18.5K -110 -4%
LA
2006
Latitude Advisors
Florida
$377K -$23.1K -137 -6%
WF
2007
Warner Financial
Maryland
$377K
MHR
2008
Matthew Hamilton Rosenberg
$377K +$17K +101 +5%
SAW
2009
Signal Advisors Wealth
Michigan
$377K -$552K -3,283 -59%
BA
2010
Bristlecone Advisors
Washington
$376K -$11.6K -69 -3%
WCM
2011
Wealthcare Capital Management
Virginia
$376K +$390K +2,319 New
GSWM
2012
Golden State Wealth Management
California
$375K -$16.2K -96 -4%
RS
2013
R Squared
Hong Kong
$375K +$389K +2,310 New
SIG
2014
Spinnaker Investment Group
California
$375K +$41.2K +245 +12%
AAMU
2015
AEGON Asset Management (UK)
United Kingdom
$374K +$388K +2,309 New
HIP
2016
Harrell Investment Partners
Texas
$373K +$102K +606 +36%
LCGC
2017
Legacy Capital Group California
California
$372K +$91K +541 +31%
Members Trust
2018
Members Trust
Florida
$371K
ACS
2019
Archford Capital Strategies
Illinois
$370K -$171K -1,019 -31%
CD
2020
Chapin Davis
Maryland
$369K -$5.58M -33,170 -94%
RFS
2021
Richardson Financial Services
Massachusetts
$368K +$46.1K +274 +14%
FFB
2022
First Financial Bankshares
Texas
$367K +$381K +2,265 New
RI
2023
Ridgewood Investments
New Jersey
$366K -$25.4K -151 -6%
CSB
2024
City State Bank
Iowa
$365K -$4.21K -25 -1%
PG
2025
Patten Group
Tennessee
$365K -$3.2K -19 -0.8%

PM Hedge Fund Activity: Q3 2025 in Review

2,731 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q3 2025, worth a combined $207B — down 10% from $230B a quarter earlier.

Sellers outnumbered buyers: 211 funds closed out of PM and 147 opened new positions — a net loss of 64 holders — while 1,049 trimmed existing stakes and 1,104 added.

The largest buyer was Fidelity Investments, adding an estimated $1.33B. The largest seller was Wellington Management Group, cutting an estimated $479M.

  • 2,731 institutional investors held Philip Morris (PM) as of Q3 2025, down from 2,842 in Q2 2025.
  • Funds reported $207B of Philip Morris stock for Q3 2025, down 10% quarter-over-quarter.
  • 147 funds opened new Philip Morris positions in Q3 2025 and 211 closed out, a net change of -64 holders.
  • The largest Philip Morris buyer in Q3 2025 was Fidelity Investments, an estimated $1.33B added.
  • The largest Philip Morris seller in Q3 2025 was Wellington Management Group, an estimated $479M sold.

Based on aggregated 13F filings for Q3 2025.