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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 %
RFN
2351
RDA Financial Network
Iowa
$218K +$218K +1,374 New
UBG
2352
United Bank (Georgia)
Georgia
$218K +$218K +1,372 New
WA
2353
WPG Advisers
Maryland
$217K -$57.6K -363 -21%
WCM
2354
Westend Capital Management
California
$217K – – –
BCM
2355
Brown Capital Management
Maryland
$217K +$217K +1,367 New
AWA
2356
Acorn Wealth Advisors
Michigan
$217K +$217K +1,364 New
NAS
2357
NWF Advisory Services
California
$217K -$215K -1,356 -50%
MAA
2358
Matrix Asset Advisors
New York
$216K +$216K +1,362 New
TA
2359
Teramo Advisors
Florida
$216K +$216K +1,360 New
MIM
2360
Moseley Investment Management
Florida
$215K +$215K +1,358 New
CHC
2361
City Holding Co
West Virginia
$215K – – –
CWG
2362
Crown Wealth Group
North Carolina
$215K +$215K +1,354 New
NJBEST
2363
New Jersey Better Educational Savings Trust
New Jersey
$214K +$214K +1,349 New
HFS
2364
Hoge Financial Services
Pennsylvania
$214K +$214K +1,347 New
GIA
2365
GHP Investment Advisors
Colorado
$214K -$30.2K -190 -12%
KCFA
2366
Key Client Fiduciary Advisors
New Jersey
$214K +$214K +1,347 New
SFM
2367
Signet Financial Management
New Jersey
$213K -$62.1K -391 -23%
WFAG
2368
Wescott Financial Advisory Group
Pennsylvania
$213K +$213K +1,341 New
FFB
2369
First Financial Bankshares
Texas
$213K +$213K +1,339 New
EWS
2370
Eagle Wealth Strategies
New Jersey
$213K +$213K +1,339 New
GWM
2371
Greenhouse Wealth Management
Connecticut
$212K +$212K +1,335 New
CP
2372
Canopy Partners
Ohio
$212K +$212K +1,335 New
SGI
2373
Swan Global Investments
Colorado
$212K +$212K +1,334 New
VFIC
2374
Valley Forge Investment Consultants
Pennsylvania
$211K -$159 -1 -0.1%
TIM
2375
Tortoise Investment Management
New York
$211K +$476 +3 +0.2%
93 94
95
96 97