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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
OA
2226
Oxbow Advisors
Texas
$275K +$6.73K +40 +2%
SDWMA
2227
Schneider Downs Wealth Management Advisors
Pennsylvania
$275K +$27.4K +163 +11%
MIM
2228
Montgomery Investment Management
Maryland
$275K +$2.19K +13 +0.8%
LFG
2229
Lockerman Financial Group
California
$274K +$4.04K +24 +1%
IWM
2230
IMG Wealth Management
Florida
$274K
MFF
2231
Michels Family Financial
Texas
$273K +$505 +3 +0.2%
AWA
2232
Aletheian Wealth Advisors
Washington
$272K -$8.24K -49 -3%
TCOTS
2233
Trust Company of the South
North Carolina
$272K +$20.9K +124 +8%
PWM
2234
Proathlete Wealth Management
Florida
$270K -$1.18K -7 -0.4%
NL
2235
Navalign LLC
California
$270K +$280K +1,666 New
CWA
2236
Canvas Wealth Advisors
Kansas
$270K -$12.4K -74 -4%
CWA
2237
Carolina Wealth Advisors
South Carolina
$270K +$188K +1,119 +205%
EL
2238
Essex LLC
Illinois
$270K -$168 -1 -0.1%
LC
2239
Lavaca Capital
Texas
$270K +$16.8K +100 +6%
MWA
2240
Midland Wealth Advisors
Illinois
$269K -$38.5K -229 -12%
FUBT
2241
First United Bank & Trust
Maryland
$268K -$18.7K -111 -6%
CCG
2242
Coastwise Capital Group
California
$268K +$505 +3 +0.2%
CTA
2243
Colonial Trust Advisors
South Carolina
$268K
SIAP
2244
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$268K
JWWM
2245
Johnson & White Wealth Management
Pennsylvania
$267K
RPGNY
2246
Retirement Planning Group (New York)
New York
$267K +$673 +4 +0.2%
PCS
2247
Private Client Services
Kentucky
$267K -$366K -2,178 -57%
VP
2248
Verum Partners
North Carolina
$266K +$19.5K +116 +8%
PMAM
2249
Picton Mahoney Asset Management
Ontario, Canada
$266K +$81.6K +485 +42%
B
2250
Bailard
California
$265K +$5.72K +34 +2%

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.