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Philip Morris

2,825 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 280 funds opening new positions, 1,112 increasing their positions, 1,024 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 1,112 | Existing positions reduced: 1,024

0.14% more ownership

Funds ownership: 80.93%81.07% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 116101 (-15)

Holders
2,825
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LK
2151
Lumbard & Kellner
New Hampshire
$346K
MKC
2152
M. Kraus & Co
Vermont
$345K
FFS
2153
Forge Financial Services
Oklahoma
$345K
CW
2154
Code Waechter
Florida
$345K
PCM
2155
Passive Capital Management
Maryland
$345K
MWA
2156
Midland Wealth Advisors
Illinois
$344K
BCM
2157
Boltwood Capital Management
California
$343K
SGC
2158
Slocum, Gordon & Co
Rhode Island
$343K
WWC
2159
Waypoint Wealth Counsel
Georgia
$343K
MHWM
2160
Montz Harcus Wealth Management
Louisiana
$342K
RF
2161
Roxbury Financial
New Jersey
$342K
LC
2162
Landaas & Company
Wisconsin
$342K
PCTC
2163
Perkins Coie Trust Company
Washington
$341K
GA
2164
GSG Advisors
New Jersey
$341K
SIC
2165
SFE Investment Counsel
California
$341K
PG
2166
Prostatis Group
Maryland
$341K
MCM
2167
Morton Capital Management
California
$340K
VC
2168
Veery Capital
Delaware
$340K
TIM
2169
Thompson Investment Management
Wisconsin
$340K
PEA
2170
Park Edge Advisors
Ohio
$339K
FFA
2171
Fi3 Financial Advisors
Indiana
$338K
MA
2172
Maxele Advisors
Missouri
$338K
IPW
2173
Inlet Private Wealth
Florida
$337K
PWA
2174
Phoenix Wealth Advisors
North Carolina
$337K
PWG
2175
Private Wealth Group
Florida
$337K