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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 %
CCG
2151
Coastwise Capital Group
California
$291K -$22.7K -143 -7%
MLL
2152
Moody Lynn & Lieberson
Massachusetts
$291K – – –
GSIAS
2153
Garden State Investment Advisory Services
New Jersey
$291K +$5.26K +33 +2%
RF
2154
Roxbury Financial
New Jersey
$290K +$932 +6 +0.3%
PWH
2155
Priebe Wealth Holdings
Minnesota
$289K +$289K +1,821 New
KP
2156
Kitching Partners
Pennsylvania
$288K -$45.4K -286 -14%
RF
2157
Rossby Financial
Florida
$287K +$287K +1,688 New
MFF
2158
Michels Family Financial
Texas
$286K +$286K +1,804 New
WP
2159
WealthPLAN Partners
Nebraska
$286K +$7.14K +45 +3%
WIM
2160
Warwick Investment Management
Texas
$286K +$286K +1,802 New
AL
2161
Aspiriant LLC
California
$286K +$286K +1,802 New
MFG
2162
Mosaic Financial Group
Illinois
$286K -$7.78K -49 -3%
SCM
2163
Sunbeam Capital Management
Georgia
$285K +$5.12K +32 +2%
OC
2164
Oarsman Capital
Wisconsin
$285K +$33K +208 +13%
CPA
2165
Court Place Advisors
Maryland
$285K – – –
PG
2166
Prostatis Group
Maryland
$285K +$1.59K +10 +0.6%
GAM
2167
Gemmer Asset Management
California
$285K – – –
GF
2168
Gries Financial
Ohio
$284K -$17.3K -109 -6%
TIM
2169
Thompson Investment Management
Wisconsin
$283K – – –
WMWM
2170
Wilkins Miller Wealth Management
Alabama
$283K -$31.6K -199 -10%
SHGA
2171
Sand Hill Global Advisors
California
$283K – – –
MA
2172
Mezzasalma Advisors
New Jersey
$281K -$13.8K -87 -5%
HA
2173
Harfst & Associates
Wyoming
$281K +$3.18K +20 +1%
WI
2174
Westbourne Investments
Virginia
$279K +$279K +1,760 New
BGAI
2175
Bruce G. Allen Investments
Colorado
$279K -$14.6K -92 -5%
85 86
87
88 89