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Philip Morris
PM

Overview Fund Activity

2,670 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 345 funds opening new positions, 997 increasing their positions, 956 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,670
Holders Change
+186
Holders Change %
+7.49%
% of All Funds
36.27%
Holding in Top 10
115
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+43.75%
% of All Funds
1.56%
New
345
Increased
997
Reduced
956
Closed
115
Calls
$1.77B
Puts
$1.22B
Net Calls
+$543M
Net Calls Change
+$558M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
Capital World Investors
Capital World Investors
California
+$1.03B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$724M
5
VanEck Associates
VanEck Associates
New York
+$389M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$945M
2
LPC
Lone Pine Capital
Connecticut
-$549M
3
BlackRock
BlackRock
New York
-$529M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$441M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
2076
Lloyd Advisory Services
Georgia
$323K +$10.2K +64 +3%
CWMS
2077
Cannon Wealth Management Services
North Carolina
$322K -$3.68K -21 -1%
SFP
2078
Shepherd Financial Partners
Massachusetts
$321K – – –
ERWM
2079
Elk River Wealth Management
Colorado
$320K – – –
BWM
2080
BlackDiamond Wealth Management
New York
$320K -$14.4K -85 -4%
AA
2081
ACT Advisors
North Carolina
$318K +$9.84K +62 +3%
OFC
2082
Oakland Financial Corp
$317K -$159K -1,000 -33%
IFS
2083
Ifrah Financial Services
Arkansas
$317K – – –
MWP
2084
Meridian Wealth Partners
Pennsylvania
$317K +$34.5K +217 +12%
HIIFS
2085
Harel Insurance Investments & Financial Services
Israel
$317K +$317K +1,994 New
JWM
2086
JFG Wealth Management
Colorado
$317K -$39.5K -249 -11%
RB
2087
Renasant Bank
Mississippi
$317K +$10K +63 +3%
BF
2088
Blankinship & Foster
California
$316K – – –
SIA
2089
SeaBridge Investment Advisors
New Jersey
$316K -$79.4K -500 -20%
LC
2090
Lincoln Capital
Nebraska
$315K -$23K -140 -7%
FFBTD
2091
First Financial Bank - Trust Division
Ohio
$315K -$70.3K -443 -18%
ESBC
2092
E.S. Barr & Co
Kentucky
$314K – – –
THL
2093
Tillman Hartley LLC
Colorado
$314K – – –
BAAM
2094
Baker Avenue Asset Management
California
$314K +$314K +1,979 New
WF
2095
Wayfinding Financial
Washington
$314K +$1.44K +9 +0.5%
BMCM
2096
Burns Matteson Capital Management
New York
$314K -$490K -3,085 -61%
BCM
2097
Boltwood Capital Management
California
$313K -$5.71K -36 -2%
EW
2098
Enzi Wealth
Texas
$313K +$1.36K +8 +0.4%
TFG
2099
Tilson Financial Group
New Jersey
$313K – – –
VCM
2100
Vivaldi Capital Management
Illinois
$313K +$14K +88 +5%
82 83
84
85 86