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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
2376
Tidemark
California
$28.6K +$241 +2 +0.8%
IHWM
2377
Iron Horse Wealth Management
Iowa
$28.3K +$360 +3 +1%
AP
2378
Aspect Partners
Virginia
$28.3K – – –
PP
2379
PFS Partners
New Jersey
$28.2K – – –
EFP
2380
EnRich Financial Partners
Wisconsin
$28K – – –
STB
2381
S&T Bank
Pennsylvania
$27.1K +$27.1K +225 New
HWP
2382
Highline Wealth Partners
California
$27.1K +$5.29K +44 +24%
VWM
2383
Valley Wealth Managers
New Jersey
$26.8K – – –
FFA
2384
Frazier Financial Advisors
Ohio
$24.8K -$4.2K -35 -14%
NC
2385
NewSquare Capital
Pennsylvania
$24.8K +$8.67K +72 +54%
GTAM
2386
Global Trust Asset Management
Florida
$24.3K +$12K +100 +98%
ME
2387
McIlrath & Eck
Washington
$24.1K -$43.4K -361 -64%
BCA
2388
Bray Capital Advisors
Florida
$24.1K – – –
SJIM
2389
St. Johns Investment Management
Florida
$24.1K – – –
MB
2390
Mizuho Bank
Japan
$24.1K +$24.1K +200 New
RTL
2391
Red Tortoise LLC
Georgia
$23.1K – – –
CT
2392
Clearstead Trust
Maine
$22.9K – – –
AF
2393
Atala Financial
California
$22.4K +$22.4K +186 New
JFA
2394
JNBA Financial Advisors
Minnesota
$22K – – –
PMIM
2395
Prudent Man Investment Management
Colorado
$21.7K +$21.7K +180 New
DPW
2396
DiNuzzo Private Wealth
Pennsylvania
$20.8K +$120 +1 +0.6%
CAM
2397
Creekmur Asset Management
Illinois
$20.1K +$120 +1 +0.6%
LIS
2398
Legacy Investment Solutions
Idaho
$20.1K -$4.91K -34 -20%
LWMI
2399
Legacy Wealth Management (Idaho)
Idaho
$20.1K -$4.91K -34 -20%
RWM
2400
Rialto Wealth Management
New York
$19.8K +$19.8K +164 New
94 95
96
97 98