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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
BGAI
2201
Bruce G. Allen Investments
Colorado
$282K -$1.35K -8 -0.5%
TFIPS
2202
Towarzystwo Funduszy Inwestycyjnych PZU SA
$282K
OC
2203
Oarsman Capital
Wisconsin
$282K -$3.87K -23 -1%
CB
2204
Community Bank
New York
$282K
SSWM
2205
Sheets Smith Wealth Management
North Carolina
$282K -$52.7K -313 -15%
KF
2206
KKM Financial
Illinois
$281K
MAM
2207
McLean Asset Management
Virginia
$281K -$38.9K -231 -11%
BOJHT
2208
Bank of Jackson Hole Trust
Wyoming
$281K
RIA
2209
Realta Investment Advisors
Delaware
$281K -$130K -770 -31%
FC
2210
FCA Corp
Texas
$280K +$336 +2 +0.1%
SWM
2211
Scissortail Wealth Management
Oklahoma
$279K -$8.41K -50 -3%
BCV
2212
Banque Cantonale Vaudoise
Switzerland
$279K +$285K +1,694 +6,274%
GWM
2213
GK Wealth Management
Nevada
$279K -$62.8K -373 -18%
CCG
2214
Catalina Capital Group
California
$278K +$336 +2 +0.1%
WAOI
2215
Wealth Advisors of Iowa
Iowa
$278K +$13.1K +78 +5%
TA
2216
TruWealth Advisors
Louisiana
$278K -$67K -398 -19%
BL
2217
BCWM LLC
Kansas
$278K -$55.2K -328 -16%
CICI
2218
Capital Investment Counsel Inc
North Carolina
$277K -$84.1K -500 -23%
NCM
2219
Nelson Capital Management
California
$277K +$168 +1 +0.1%
PPW
2220
Presilium Private Wealth
Pennsylvania
$277K -$3.37K -20 -1%
NC
2221
North Capital
Utah
$277K +$168 +1 +0.1%
AFC
2222
AFT Forsyth & Company
Florida
$276K
GCM
2223
GKV Capital Management
California
$276K
GFL
2224
Granite FO LLC
New Hampshire
$276K
TWP
2225
Total Wealth Planning
Ohio
$276K

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.