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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
EWA
2026
ERTS Wealth Advisors
Michigan
$345K
AWP
2027
Atlas Wealth Partners
Pennsylvania
$345K
SAF
2028
Smith Anglin Financial
Texas
$344K
MLFP
2029
MPS Loria Financial Planners
Illinois
$343K
AMIM
2030
Aull & Monroe Investment Management
Alabama
$343K
BRWM
2031
Blue Rock Wealth Management
North Carolina
$341K
CF
2032
Claris Financial
Virginia
$341K
AFW
2033
Atlantic Family Wealth
Florida
$340K
GPWM
2034
Grant Private Wealth Management
California
$340K
EWA
2035
Evolution Wealth Advisors
Florida
$340K
SIG
2036
Spinnaker Investment Group
California
$340K
RFS
2037
Richardson Financial Services
Massachusetts
$339K
HCMT
2038
Highland Capital Management (Tennessee)
Tennessee
$339K
AFM
2039
Armstrong Fleming & Moore
District of Columbia
$339K
KCIC
2040
Kuhn & Co Investment Counsel
Illinois
$338K
NFG
2041
Nations Financial Group
Iowa
$338K
CCS
2042
Concentric Capital Strategies
Connecticut
$338K
OFS
2043
OMC Financial Services
New York
$337K
LWM
2044
Liberty Wealth Management
California
$336K
SWM
2045
SilverOak Wealth Management
Minnesota
$336K
WIC
2046
Wilkins Investment Counsel
Massachusetts
$336K
GWP
2047
Gateway Wealth Partners
Wisconsin
$335K
FBB
2048
Fulton Breakefield Broenniman
Maryland
$335K
MCWS
2049
McKinley Carter Wealth Services
West Virginia
$335K
YIA
2050
YHB Investment Advisors
Connecticut
$335K