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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
PWM
2576
Paulson Wealth Management
Illinois
$217K +$208K +1,199 New
SWA
2577
SOA Wealth Advisors
New York
$216K +$709K +4,089 +13%
FCMA
2578
Foresight Capital Management Advisors
Michigan
$216K +$207K +1,193 New
NCM
2579
Next Capital Management
New York
$215K -$380K -2,189 -65%
CFG
2580
Certior Financial Group
Pennsylvania
$215K +$206K +1,190 New
WH
2581
Whitcomb & Hess
Ohio
$215K +$206K +1,188 New
FC
2582
FCA Corp
Texas
$213K +$204K +1,179 New
WWA
2583
Wealth Watch Advisors
Colorado
$213K +$204K +1,178 New
POIA
2584
Pin Oak Investment Advisors
Texas
$213K +$694 +4 +0.3%
STA
2585
Smith Thornton Advisors
Alabama
$213K +$205K +1,182 New
BI
2586
Bolthouse Investments
California
$213K +$204K +1,177 New
LPAM
2587
Lodestar Private Asset Management
California
$212K +$204K +1,174 New
B
2588
Birchbrook
Maine
$212K
FPN
2589
Financial Planning Navigators
Minnesota
$212K +$203K +1,172 New
SFG
2590
Seamount Financial Group
Colorado
$212K +$203K +1,172 New
JWM
2591
JPL Wealth Management
Colorado
$212K +$21K +121 +12%
PS
2592
Planning Strategies
Pennsylvania
$212K +$203K +1,170 New
SI
2593
Saxon Interests
Texas
$211K +$203K +1,169 New
CWM
2594
Cranbrook Wealth Management
Michigan
$211K +$694 +4 +0.3%
GSWA
2595
Good Steward Wealth Advisors
Tennessee
$211K -$9.54K -55 -5%
WF
2596
Whelan Financial
California
$211K +$202K +1,167 New
FFC
2597
Frederick Financial Consultants
Maryland
$210K -$12K -69 -6%
GEA
2598
Glen Eagle Advisors
New Jersey
$210K +$21.9K +126 +12%
BIG
2599
Builder Investment Group
Georgia
$210K +$201K +1,160 New
BPW
2600
BLVD Private Wealth
Kentucky
$209K +$201K +1,158 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.