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
ALA
2151
Atlas Legacy Advisors
California
$305K +$76.6K +455 +32%
GAM
2152
Gemmer Asset Management
California
$304K +$12.4K +74 +4%
BCM
2153
Boltwood Capital Management
California
$304K -$1.68K -10 -0.5%
MCM
2154
Morton Capital Management
California
$304K +$841 +5 +0.3%
PG
2155
Prostatis Group
Maryland
$303K +$168 +1 +0.1%
TIM
2156
Thompson Investment Management
Wisconsin
$303K
IPW
2157
Inlet Private Wealth
Florida
$303K +$2.19K +13 +0.7%
GA
2158
GSG Advisors
New Jersey
$302K +$1.01K +6 +0.3%
FFS
2159
Forge Financial Services
Oklahoma
$301K
MA
2160
Maxele Advisors
Missouri
$301K
CPRC
2161
Consolidated Portfolio Review Corp
New York
$301K +$18.2K +108 +6%
VC
2162
Veery Capital
Delaware
$301K -$2.52K -15 -0.8%
PWA
2163
Phoenix Wealth Advisors
North Carolina
$300K
PWG
2164
Private Wealth Group
Florida
$300K
GWM
2165
Greenwich Wealth Management
Connecticut
$300K +$311K +1,847 New
DIP
2166
DT Investment Partners
Pennsylvania
$299K
CHC
2167
City Holding Co
West Virginia
$299K +$82.1K +488 +36%
SIC
2168
SFE Investment Counsel
California
$299K -$4.71K -28 -1%
G
2169
GenTrust
Florida
$298K +$309K +1,838 New
FC
2170
Fairscale Capital
New Hampshire
$297K
SNWA
2171
Siligmueller & Norvid Wealth Advisors
Illinois
$297K +$308K +1,829 New
SCM
2172
Sunbeam Capital Management
Georgia
$296K -$1.18K -7 -0.4%
CCG
2173
Chatham Capital Group
Georgia
$296K
CC
2174
Chicago Capital
Illinois
$295K +$168 +1 +0.1%
KFG
2175
Kelly Financial Group
Connecticut
$294K

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.