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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 %
ACA
2326
Aspire Capital Advisors
Washington
$226K +$226K +1,421 New
USWIA
2327
UP Strategic Wealth Investment Advisors
Pennsylvania
$226K +$226K +1,421 New
PSFG
2328
Prairie Sky Financial Group
Illinois
$225K +$225K +1,419 New
UIA
2329
Ulland Investment Advisors
Minnesota
$225K – – –
GSF
2330
Grove Street Fiduciary
New Hampshire
$225K +$225K +1,415 New
RW
2331
Rede Wealth
Virginia
$224K +$224K +1,414 New
CFP
2332
Cascade Financial Partners
California
$224K +$224K +1,414 New
ACM
2333
Advance Capital Management
Michigan
$224K +$224K +1,413 New
PWM
2334
Partnership Wealth Management
Maryland
$224K +$224K +1,412 New
AIA
2335
Accelerate Investment Advisors
California
$224K +$224K +1,412 New
CPL
2336
CAP Partners LLC
Tennessee
$222K +$222K +1,401 New
MCP
2337
Mirador Capital Partners
California
$222K +$222K +1,401 New
JSL
2338
JT Stratford LLC
Georgia
$222K +$222K +1,401 New
PHIC
2339
Pine Haven Investment Counsel
Massachusetts
$222K +$222K +1,400 New
FA
2340
Forefront Analytics
Pennsylvania
$222K +$222K +1,401 New
ALA
2341
Atlas Legacy Advisors
California
$221K +$221K +1,395 New
AWA
2342
AmeriServ Wealth Advisors
Pennsylvania
$221K +$221K +1,392 New
HIA
2343
HTG Investment Advisors
Connecticut
$221K +$221K +1,391 New
RA
2344
Resolute Advisors
California
$220K -$98K -612 -31%
MWM
2345
MBE Wealth Management
Wisconsin
$219K +$219K +1,382 New
SCM
2346
Sterneck Capital Management
Missouri
$219K +$219K +1,381 New
BWS
2347
Buck Wealth Strategies
Colorado
$219K +$219K +1,379 New
AWM
2348
Activest Wealth Management
Florida
$219K -$23.8K -150 -10%
NCM
2349
Nelson Capital Management
California
$218K +$218K +1,376 New
KFA
2350
Kelleher Financial Advisors
New York
$218K +$218K +1,374 New
92 93
94
95 96