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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
FNBOO
2251
First National Bank of Omaha
Nebraska
$264K
CWMGP
2252
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$264K +$21.9K +130 +9%
PFM
2253
Patton Fund Management
Texas
$264K -$3.11M -18,483 -92%
PGWM
2254
Parisi Gray Wealth Management
New Jersey
$264K -$7.4K -44 -3%
BAM
2255
Bellevue Asset Management
Washington
$264K -$110K -653 -29%
EPIMS
2256
Evelyn Partners Investment Management Services
$263K +$29.4K +175 +12%
BIA
2257
Beacon Investment Advisors
Maryland
$263K
MCCA
2258
Mill Creek Capital Advisors
Pennsylvania
$263K +$4.21K +25 +2%
FWM
2259
Forza Wealth Management
Florida
$263K
WP
2260
Waycross Partners
Kentucky
$263K
CP
2261
Canopy Partners
Ohio
$263K +$41.4K +246 +18%
LFS
2262
Legacy Financial Strategies
Kansas
$263K -$5.05K -30 -2%
WB
2263
West Bancorporation
Iowa
$262K +$28.9K +172 +12%
OFS
2264
OneAscent Financial Services
Alabama
$262K -$470K -2,793 -63%
CAS
2265
Coppell Advisory Solutions
Texas
$262K -$5.72K -34 -2%
TA
2266
TPG Advisors
Illinois
$262K
BCM
2267
Boreal Capital Management
Florida
$261K +$59.6K +354 +28%
MI
2268
Motiv8 Investments
Florida
$261K -$168 -1 -0.1%
CWA
2269
Consilio Wealth Advisors
Washington
$260K -$6.06K -36 -2%
OFA
2270
Onyx Financial Advisors
Idaho
$260K +$1.85K +11 +0.7%
LFA
2271
Longview Financial Advisors
Alabama
$260K
WWM
2272
Wiser Wealth Management
Georgia
$260K +$6.73K +40 +3%
AW
2273
Alteri Wealth
California
$259K -$8.75K -52 -3%
TCM
2274
Towercrest Capital Management
Pennsylvania
$259K
MAG
2275
M3 Advisory Group
Massachusetts
$259K +$1.51K +9 +0.6%

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.