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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
SSC
2026
Syverson Strege & Co
Iowa
$363K -$93.9K -558 -20%
IWP
2027
Innova Wealth Partners
Pennsylvania
$363K +$376K +2,236 New
EBA
2028
Eagle Bay Advisors
New York
$362K -$14.3K -85 -4%
RW
2029
Rede Wealth
Virginia
$362K +$138K +819 +58%
PSP
2030
Principal Street Partners
Tennessee
$362K -$665K -3,952 -64%
WIM
2031
Warwick Investment Management
Texas
$362K +$44.8K +266 +14%
LWM
2032
Liberty Wealth Management
California
$361K -$1.85K -11 -0.5%
SFC
2033
SYM Financial Corp
Indiana
$361K -$35.2K -209 -9%
BWM
2034
BlackDiamond Wealth Management
New York
$360K -$10.9K -65 -3%
RA
2035
Riversedge Advisors
Delaware
$360K +$150K +894 +67%
MLFP
2036
MPS Loria Financial Planners
Illinois
$359K +$505 +3 +0.1%
CIA
2037
Cladis Investment Advisory
Montana
$358K
AWM
2038
AllSquare Wealth Management
New York
$357K
SIA
2039
SGL Investment Advisors
Montana
$357K +$10.4K +62 +3%
WEG
2040
World Equity Group
Illinois
$355K +$24.9K +148 +7%
FB
2041
First Bancorp
Maine
$354K -$22.7K -135 -6%
RIP
2042
Reliant Investment Partners
North Carolina
$354K +$168 +1 +0%
AGWCA
2043
Annis Gardner Whiting Capital Advisors
Florida
$353K -$72.5K -431 -17%
SP
2044
Successful Portfolios
Florida
$353K
AI
2045
AdvisorShares Investments
Maryland
$353K +$80.8K +480 +28%
BC
2046
Burney Company
Virginia
$352K +$17.5K +104 +5%
GW
2047
Griffith & Werner
Georgia
$352K +$381K +2,267 New
NFG
2048
Nations Financial Group
Iowa
$351K +$6.22K +37 +2%
AMIM
2049
Aull & Monroe Investment Management
Alabama
$351K
WAAG
2050
Wealth Alliance Advisory Group
Kansas
$350K -$108K -640 -23%

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.