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Philip Morris

2,917 hedge funds and large institutions have $236B invested in Philip Morris in 2026 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 1,240 increasing their positions, 1,002 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 119

24% more repeat investments, than reductions

Existing positions increased: 1,240 | Existing positions reduced: 1,002

10% more capital invested

Capital invested by funds: $215B → $236B (+$20.6B)

2% more funds holding

Funds holding: 2,8652,917 (+52)

0.32% more ownership

Funds ownership: 83.2%83.52% (+0.32%)

4% less funds holding in top 10

Funds holding in top 10: 7067 (-3)

15% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.44B

Holders
2,917
Holders Change
+52
Holders Change %
+1.82%
% of All Funds
35.26%
Holding in Top 10
67
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.29%
% of All Funds
0.81%
New
223
Increased
1,240
Reduced
1,002
Closed
119
Calls
$1.22B
Puts
$1.44B
Net Calls
-$215M
Net Calls Change
-$234M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2526
CCG Wealth Management
California
$231K +$220K +1,267 New
UBG
2527
United Bank (Georgia)
Georgia
$231K -$16.5K -95 -7%
OWA
2528
Outlook Wealth Advisors
Texas
$231K -$7.46K -43 -3%
ARG
2529
Advisory Resource Group
Oklahoma
$230K -$39.7K -229 -15%
PCA
2530
Providence Capital Advisors
North Carolina
$230K
AWP
2531
Axis Wealth Partners
Rhode Island
$230K +$1.39K +8 +0.6%
WLPWM
2532
Walled Lake Planning & Wealth Management
Illinois
$230K +$173 +1 +0.1%
BA
2533
Ballast Advisors
Minnesota
$229K +$3.81K +22 +2%
1WA
2534
180 Wealth Advisors
Washington
$229K -$14.7K -85 -6%
RBC
2535
Roble Belko & Company
Pennsylvania
$229K
4WM
2536
4J Wealth Management
Virginia
$229K
LIA
2537
LBMC Investment Advisors
Tennessee
$229K +$219K +1,265 New
BWM
2538
Bernicke Wealth Management
Wisconsin
$228K +$219K +1,261 New
BDFN
2539
Bond & Devick Financial Network
Minnesota
$228K
SSG
2540
Summit Securities Group
New York
$228K +$174K +1,005 +393%
IAG
2541
Investment Advisory Group
Massachusetts
$228K +$6.94K +40 +3%
FWM
2542
Finer Wealth Management
Massachusetts
$228K
FEM
2543
Fulcrum Equity Management
Texas
$227K +$173 +1 +0.1%
OCBCO
2544
Oversea-Chinese Banking Corp (OCBC)
Singapore
$226K -$594K -3,427 -73%
BFAG
2545
Blackston Financial Advisory Group
Florida
$226K -$1.21K -7 -0.6%
SWM
2546
Sterling Wealth Management
Illinois
$225K
MCA
2547
Magnolia Capital Advisors
Mississippi
$225K -$42.1K -243 -16%
FWA
2548
Flagship Wealth Advisors
Massachusetts
$225K +$7.63K +44 +4%
CFG
2549
Clayton Financial Group
Missouri
$225K -$9.89K -57 -4%
CIC
2550
Cutler Investment Counsel
Oregon
$225K +$214K +1,232 New

PM Hedge Fund Activity: Q2 2026 in Review

2,917 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2026, worth a combined $236B — up 9.6% from $215B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new PM positions and 119 closed out — a net gain of 104 holders — while 1,240 added to existing stakes and 1,002 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $768M. The largest seller was GQG Partners, cutting an estimated $810M.

  • 2,917 institutional investors held Philip Morris (PM) as of Q2 2026, up from 2,865 in Q1 2026.
  • Funds reported $236B of Philip Morris stock for Q2 2026, up 9.6% quarter-over-quarter.
  • 223 funds opened new Philip Morris positions in Q2 2026 and 119 closed out, a net change of +104 holders.
  • The largest Philip Morris buyer in Q2 2026 was Capital Research Global Investors, an estimated $768M added.
  • The largest Philip Morris seller in Q2 2026 was GQG Partners, an estimated $810M sold.

Based on aggregated 13F filings for Q2 2026.