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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
AT
2176
American Trust
Kentucky
$293K -$5.89K -35 -2%
ACC
2177
Acorn Creek Capital
Colorado
$293K +$8.41K +50 +3%
GKWIM
2178
Gerber Kawasaki Wealth & Investment Management
California
$293K -$1.01K -6 -0.3%
TFG
2179
Tilson Financial Group
New Jersey
$293K
WMWM
2180
Wilkins Miller Wealth Management
Alabama
$292K +$1.85K +11 +0.6%
VBA
2181
von Borstel & Associates
Oregon
$292K +$317K +1,887 New
BCG
2182
Breakwater Capital Group
New Jersey
$292K -$7.57K -45 -2%
PCM
2183
Prelude Capital Management
New York
$291K +$5.55K +33 +2%
CPA
2184
Court Place Advisors
Maryland
$291K
SHGA
2185
Sand Hill Global Advisors
California
$291K -$27.8K -165 -8%
SGC
2186
Slocum, Gordon & Co
Rhode Island
$291K -$15.6K -93 -5%
WAM
2187
WFA Asset Management
Wisconsin
$290K +$12.4K +74 +3%
OKSA
2188
O'Keefe Stevens Advisory
New York
$289K
PCP
2189
Panoramic Capital Partners
Oregon
$289K +$13.1K +78 +5%
MCC
2190
Money Concepts Capital
Florida
$288K +$11.1K +66 +4%
GL
2191
Gerber LLC
Ohio
$288K +$168 +1 +0.1%
HA
2192
Harfst & Associates
Wyoming
$287K
MFG
2193
Mosaic Financial Group
Illinois
$287K
CW
2194
Code Waechter
Florida
$287K -$15.5K -92 -5%
HCM
2195
Hodges Capital Management
Texas
$287K -$8.24K -49 -3%
IWN
2196
Independent Wealth Network
Iowa
$285K -$673 -4 -0.2%
EWS
2197
Evergreen Wealth Solutions
Pennsylvania
$285K +$295K +1,755 New
CIA
2198
Caerus Investment Advisors
Texas
$284K +$295K +1,752 New
EIA
2199
Eastover Investment Advisors
North Carolina
$283K
GSIAS
2200
Garden State Investment Advisory Services
New Jersey
$282K -$29.8K -177 -9%

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.