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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
PIWA
2626
Prevail Innovative Wealth Advisors
Kansas
$203K +$195K +1,124 New
SFO
2627
Stenger Family Office
Illinois
$203K +$313K +1,805 New
APW
2628
Acima Private Wealth
Virginia
$203K
SSWG
2629
Seven Springs Wealth Group
Tennessee
$203K +$195K +1,123 New
MWM
2630
Melfa Wealth Management
Massachusetts
$202K +$194K +1,119 New
EWM
2631
Endowment Wealth Management
Wisconsin
$202K +$194K +1,119 New
CWA
2632
Crusonia Wealth Advisors
Colorado
$202K +$194K +1,118 New
WCM
2633
Winebrenner Capital Management
Kentucky
$202K +$194K +1,117 New
RIM
2634
Rockbridge Investment Management
New York
$201K +$193K +1,113 New
CAP
2635
Cordoba Advisory Partners
New York
$201K +$191K +1,103 New
PRP
2636
Peak Retirement Planning
Ohio
$201K -$29.8K -172 -13%
PCP
2637
Panoramic Capital Partners
Oregon
$201K +$193K +1,111 New
CS
2638
Capital Square
Tennessee
$201K +$192K +1,106 New
WG
2639
Warner Group
Connecticut
$201K +$193K +1,110 New
FMN
2640
Financial Management Network
California
$200K +$180K +1,037 New
EWM
2641
Evermay Wealth Management
Virginia
$200K
M
2642
MOTCO
Texas
$193K +$18K +104 +11%
RRMM
2643
Regatta Research & Money Management
Louisiana
$190K +$183K +1,054 New
STB
2644
S&T Bank
Pennsylvania
$187K +$61.9K +357 +53%
QM
2645
QVIDTVM Management
Texas
$186K -$9.19K -53 -5%
CWM
2646
Copia Wealth Management
Oregon
$180K +$20.5K +118 +13%
VWA
2647
VSM Wealth Advisory
Maryland
$178K
MCM
2648
MV Capital Management
Maryland
$177K +$520 +3 +0.3%
SLT
2649
St Louis Trust
Missouri
$176K
SIM
2650
Synergy Investment Management
Florida
$174K +$114K +659 +275%

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.