We are live on ! Find out more
PM icon

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
MWM
2101
Moran Wealth Management
Florida
$324K +$48.6K +289 +17%
MCG
2102
McCollum Christoferson Group
New York
$324K +$336K +2,000 New
BMCM
2103
Burns Matteson Capital Management
New York
$324K
PP
2104
Prudential plc
United Kingdom
$323K +$335K +1,994 New
EFL
2105
ERn Financial LLC
Wisconsin
$323K +$33K +196 +11%
ESBC
2106
E.S. Barr & Co
Kentucky
$321K
THL
2107
Tillman Hartley LLC
Colorado
$321K
WF
2108
Wayfinding Financial
Washington
$321K -$1.35K -8 -0.4%
CBT
2109
Central Bank & Trust
Kentucky
$320K
ADL
2110
Asset Dedication LLC
California
$320K -$37K -220 -10%
SI
2111
Seeds Investor
New York
$320K -$42.6K -253 -11%
FZCM
2112
Flynn Zito Capital Management
New York
$319K +$7.74K +46 +2%
SW
2113
SMART Wealth
Nebraska
$319K -$1.01M -5,983 -75%
HCM
2114
Hengehold Capital Management
Ohio
$319K +$60.4K +359 +22%
SPWM
2115
Spartan Planning & Wealth Management
North Carolina
$318K -$225K -1,339 -41%
CCM
2116
Cloud Capital Management
Washington
$318K +$5.22K +31 +2%
IPW
2117
Intergy Private Wealth
Colorado
$317K -$45.4K -270 -12%
HCWM
2118
Hidden Cove Wealth Management
Washington
$317K +$91.7K +545 +39%
RIA
2119
Richwood Investment Advisors
Ohio
$316K -$11.4K -68 -3%
IIA
2120
Integral Investment Advisors
California
$316K
PCM
2121
Pointe Capital Management
Michigan
$316K
IPWA
2122
International Private Wealth Advisors
California
$316K -$47.8K -284 -13%
WWC
2123
Waypoint Wealth Counsel
Georgia
$315K +$10.1K +60 +3%
LC
2124
Landaas & Company
Wisconsin
$315K +$11.1K +66 +4%
CCM
2125
Crew Capital Management
Ohio
$314K +$6.22K +37 +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.