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Philip Morris

2,849 hedge funds and large institutions have $215B invested in Philip Morris in 2026 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,190 increasing their positions, 1,041 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.04B

0.66% more ownership

Funds ownership: 82.53%83.19% (+0.66%)

9% less funds holding in top 10

Funds holding in top 10: 7770 (-7)

Holders
2,849
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.06B
Puts
$1.04B
Net Calls
Net Calls Change

Top Sellers

1 -$4.97B
2 -$867M
3 -$424M
4
BlackRock
BlackRock
New York
-$299M
5
MC
Maverick Capital
Texas
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
S
2001
SimplyRich
California
$401K
AMIM
2002
Aull & Monroe Investment Management
Alabama
$400K
ATC
2003
Adirondack Trust Company
New York
$400K
PJSIMP
2004
P.J. Schmidt Investment Management (PJS)
Wisconsin
$400K
SCA
2005
Stonebridge Capital Advisors
Minnesota
$399K
6F
2006
626 Financial
Michigan
$399K
OWM
2007
Opes Wealth Management
California
$399K
SMA
2008
Seven Mile Advisory
New Jersey
$398K
NRI
2009
NFP Retirement Inc
California
$398K
AAG
2010
Armstrong Advisory Group
Massachusetts
$398K
DJSG
2011
D.J. St. Germain
Massachusetts
$397K
BA
2012
Bard Associates
Illinois
$397K
B
2013
Bayban
Minnesota
$397K
JGC
2014
J. Goldman & Co
New York
$397K
SWP
2015
ShoreHaven Wealth Partners
New Jersey
$396K
SAM
2016
Summit Asset Management
Tennessee
$396K
GCM
2017
Gables Capital Management
Florida
$396K
WFA
2018
Wellspring Financial Advisors
Ohio
$396K
LFGO
2019
Legacy Financial Group (Oklahoma)
Oklahoma
$395K
APG
2020
Abacus Planning Group
South Carolina
$394K
JF
2021
JMN Financial
Ohio
$393K
IAS
2022
Integrity Advisory Solutions
Texas
$393K
TFA
2023
Teamwork Financial Advisors
Texas
$393K
NAMP
2024
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$393K
BW
2025
Bravera Wealth
North Dakota
$393K