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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
AWP
2051
Atlas Wealth Partners
Pennsylvania
$350K
PGA
2052
Portland Global Advisors
Maine
$350K -$25.2K -150 -7%
DCM
2053
Driehaus Capital Management
Illinois
$349K -$569K -3,380 -61%
BRWM
2054
Blue Rock Wealth Management
North Carolina
$349K
HCMT
2055
Highland Capital Management (Tennessee)
Tennessee
$348K +$841 +5 +0.2%
LIA
2056
LBMC Investment Advisors
Tennessee
$347K +$336 +2 +0.1%
PPWM
2057
Paragon Private Wealth Management
Kentucky
$347K +$360K +2,141 New
TW
2058
Traveka Wealth
California
$347K +$841 +5 +0.2%
DCBT
2059
Dakota Community Bank & Trust
North Dakota
$347K -$75.5K -449 -17%
IFWM
2060
Institute for Wealth Management
Colorado
$346K +$9.76K +58 +3%
JWM
2061
JFG Wealth Management
Colorado
$345K +$22.4K +133 +7%
WTFG
2062
Wells Trecaso Financial Group
Ohio
$345K -$95.9K -570 -21%
OFS
2063
OMC Financial Services
New York
$345K
SWM
2064
SilverOak Wealth Management
Minnesota
$344K
PAA
2065
Peregrine Asset Advisers
Oregon
$344K -$115K -682 -24%
BFA
2066
Bragg Financial Advisors
North Carolina
$343K -$12.4K -74 -3%
AA
2067
ACT Advisors
North Carolina
$343K -$42.6K -253 -11%
KFS
2068
Kelly Financial Services
Massachusetts
$341K -$27.6K -164 -7%
KCIC
2069
Kuhn & Co Investment Counsel
Illinois
$341K -$5.22K -31 -1%
RA
2070
Riverstone Advisors
Texas
$341K
EBSAM
2071
Eubel Brady & Suttman Asset Management
Ohio
$340K +$10.1K +60 +3%
BWM
2072
Baron Wealth Management
Michigan
$340K +$55.9K +332 +19%
NDSI
2073
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$20.2K +120 +6%
MA
2074
Mezzasalma Advisors
New Jersey
$339K +$68.8K +409 +24%
FOA
2075
Five Oceans Advisors
California
$338K +$841 +5 +0.2%

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.