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Philip Morris
PM

Overview Fund Activity

2,670 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 345 funds opening new positions, 997 increasing their positions, 956 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,670
Holders Change
+186
Holders Change %
+7.49%
% of All Funds
36.27%
Holding in Top 10
115
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+43.75%
% of All Funds
1.56%
New
345
Increased
997
Reduced
956
Closed
115
Calls
$1.77B
Puts
$1.22B
Net Calls
+$543M
Net Calls Change
+$558M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
Capital World Investors
Capital World Investors
California
+$1.03B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$724M
5
VanEck Associates
VanEck Associates
New York
+$389M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$945M
2
LPC
Lone Pine Capital
Connecticut
-$549M
3
BlackRock
BlackRock
New York
-$529M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$441M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
2301
Ballast Inc
Kentucky
$234K +$234K +1,475 New
FA
2302
Fountainhead AM
New Jersey
$233K +$233K +1,468 New
CVA
2303
Central Valley Advisors
California
$233K +$233K +1,466 New
ANBT
2304
American National Bank & Trust
Texas
$232K -$22.9K -144 -9%
CRI
2305
Commonwealth Retirement Investments
Virginia
$232K +$232K +1,463 New
PAM
2306
Peak Asset Management
Colorado
$232K +$232K +1,461 New
CFCI
2307
Comprehensive Financial Consultants Institutional
Indiana
$232K +$232K +1,460 New
IWP
2308
Invenio Wealth Partners
Florida
$232K +$232K +1,459 New
FIM
2309
Freedom Investment Management
Connecticut
$231K +$231K +1,458 New
FCM
2310
Firestone Capital Management
Florida
$231K +$231K +1,457 New
ARG
2311
Advisory Resource Group
Oklahoma
$231K +$231K +1,453 New
CFS
2312
CGC Financial Services
Oregon
$229K +$317 +2 +0.1%
LI
2313
Lafayette Investments
Maryland
$229K +$229K +1,445 New
WB
2314
West Bancorporation
Iowa
$229K +$229K +1,445 New
BWM
2315
BCS Wealth Management
Tennessee
$229K +$229K +1,440 New
RIS
2316
Retirement Income Solutions
Michigan
$229K +$229K +1,441 New
RWM
2317
Revisor Wealth Management
Ohio
$229K +$229K +1,429 New
SWP
2318
Significant Wealth Partners
Illinois
$229K +$229K +1,440 New
SSWG
2319
Seven Springs Wealth Group
Tennessee
$227K +$227K +1,432 New
CWP
2320
Core Wealth Partners
California
$227K +$227K +1,430 New
PCM
2321
Polymer Capital Management
New York
$227K +$227K +1,429 New
VP
2322
Verum Partners
North Carolina
$227K +$227K +1,427 New
WFMPM
2323
Woodley Farra Manion Portfolio Management
Indiana
$226K +$226K +1,410 New
JC
2324
Jacobs & Co
California
$226K +$226K +1,430 New
PSP
2325
Pacific Sage Partners
Washington
$226K +$226K +1,423 New
91 92
93
94 95