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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
TA
2076
TFB Advisors
Kansas
$338K -$105K -624 -23%
WIC
2077
Wilkins Investment Counsel
Massachusetts
$338K
BTD
2078
BankPlus Trust Department
Mississippi
$337K -$21.2K -126 -6%
GF
2079
Gries Financial
Ohio
$337K +$84.5K +502 +32%
WFA
2080
WMG Financial Advisors
Tennessee
$336K +$12.4K +74 +4%
EWA
2081
Evolution Wealth Advisors
Florida
$334K
BWA
2082
BCU Wealth Advisors
Illinois
$334K +$673 +4 +0.2%
ANBOT
2083
American National Bank of Texas
Texas
$333K +$346K +2,055 New
CAM
2084
Concorde Asset Management
Michigan
$333K +$350K +2,080 New
CG
2085
Clarus Group
Texas
$333K +$168 +1 +0%
FSG
2086
Financial Strategies Group
Michigan
$333K -$4.21K -25 -1%
BW
2087
Basepoint Wealth
Iowa
$333K -$336 -2 -0.1%
MCWS
2088
McKinley Carter Wealth Services
West Virginia
$333K +$2.35K +14 +0.7%
AHL
2089
Abel Hall LLC
Louisiana
$331K -$45.3K -269 -12%
YIA
2090
YHB Investment Advisors
Connecticut
$331K -$5.72K -34 -2%
HFM
2091
Harvest Fund Management
China
$330K -$1.19M -7,059 -78%
PCM
2092
Passive Capital Management
Maryland
$329K +$14.8K +88 +5%
FA
2093
Fagan Associates
New York
$328K
BF
2094
Blankinship & Foster
California
$327K +$4.04K +24 +1%
LWM
2095
Laidlaw Wealth Management
New York
$326K +$338K +2,007 New
KW
2096
Keyvantage Wealth
Pennsylvania
$325K -$5.72K -34 -2%
MM
2097
MQS Management
New York
$325K -$395K -2,346 -54%
LWM
2098
LJI Wealth Management
Indiana
$325K -$37K -220 -10%
ERWM
2099
Elk River Wealth Management
Colorado
$324K
IFS
2100
Ifrah Financial Services
Arkansas
$324K

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.