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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
EWS
2601
Eagle Wealth Strategies
New Jersey
$209K +$200K +1,154 New
KP
2602
Kitching Partners
Pennsylvania
$209K -$28.4K -164 -12%
CPSC
2603
Carl P. Sherr & Co
Massachusetts
$209K -$14.7K -85 -7%
GWMIA
2604
Global Wealth Management Investment Advisory
Florida
$209K +$200K +1,153 New
LI
2605
Lafayette Investments
Maryland
$208K -$15.3K -88 -7%
MA
2606
Mosaic Advisors
Texas
$208K +$199K +1,150 New
TWD
2607
True Wealth Design
Ohio
$208K +$867 +5 +0.4%
RSWA
2608
Robinson Smith Wealth Advisors
Maine
$207K +$199K +1,146 New
S
2609
Storgate
Texas
$207K +$198K +1,144 New
SWM
2610
Steinberganna Wealth Management
New York
$207K +$198K +1,144 New
AWG
2611
Altus Wealth Group
Colorado
$206K +$198K +1,141 New
WCA
2612
Westover Capital Advisors
Delaware
$206K +$197K +1,138 New
FC
2613
Financial Council
Maryland
$206K +$197K +1,137 New
FCT
2614
First Community Trust
Iowa
$205K
TSS
2615
Thomas Story & Son
Indiana
$205K -$24.3K -140 -11%
RFW
2616
Rainier Family Wealth
Washington
$205K +$196K +1,133 New
FL
2617
FreeGulliver LLC
Louisiana
$205K -$19.6K -113 -9%
PP
2618
Patron Partners
Texas
$205K +$196K +1,133 New
HOWA
2619
Heritage Oak Wealth Advisors
Florida
$205K +$195K +1,123 New
PWA
2620
Prairie Wealth Advisors
Nebraska
$204K
ANB
2621
Amarillo National Bank
Texas
$204K +$196K +1,130 New
FFWM
2622
Future Financial Wealth Management
Ohio
$204K +$185K +1,066 New
SAI
2623
Systematic Alpha Investments
New Jersey
$204K +$195K +1,126 New
FSWA
2624
Financial Synergies Wealth Advisors
Texas
$204K +$195K +1,125 New
NCM
2625
Novare Capital Management
North Carolina
$204K +$195K +1,125 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.