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Philip Morris

2,804 hedge funds and large institutions have $206B invested in Philip Morris in 2025 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,110 increasing their positions, 990 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.62% more ownership

Funds ownership: 81.92%82.53% (+0.62%)

0% less capital invested

Capital invested by funds: $207B → $206B (-$790M)

13% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.18B

Holders
2,804
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.03B
Puts
$1.18B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
2326
Lakeshore Financial Planning
Michigan
$248K
WCM
2327
Westend Capital Management
California
$248K
VFPW
2328
Vantage Financial Partners (Wisconsin)
Wisconsin
$248K
LWIC
2329
Leith Wheeler Investment Counsel
British Columbia, Canada
$248K
MFC
2330
Morris Financial Concepts
South Carolina
$246K
LAM
2331
Lountzis Asset Management
Pennsylvania
$246K
GHI
2332
Gross & Hartman Investments
Pennsylvania
$246K
SHFC
2333
Safe Harbor Family Capital
North Carolina
$246K
PFM
2334
Patton Fund Management
Texas
$246K
CWA
2335
Consilio Wealth Advisors
Washington
$246K
CC
2336
Clearwave Capital
California
$246K
WFA
2337
WMG Financial Advisors
Tennessee
$244K
RFA
2338
Resurgent Financial Advisors
Georgia
$244K
WW
2339
Wright Wealth
Georgia
$244K
PSP
2340
Principal Street Partners
Tennessee
$244K
AFW
2341
Atlantic Family Wealth
Florida
$244K
MA
2342
McGrath & Associates
North Carolina
$243K
CWA
2343
Canvas Wealth Advisors
Kansas
$243K
SAM
2344
Simplify Asset Management
Nevada
$243K
NIA
2345
NIA Impact Advisors
California
$243K
AWM
2346
Allen Wealth Management
North Carolina
$242K
WAC
2347
William Allan Corp
Colorado
$242K
ARG
2348
Advisory Resource Group
Oklahoma
$241K
BA
2349
Birinyi Associates
Connecticut
$241K
FM
2350
Foster & Motley
Ohio
$241K