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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
LHEI
2701
Leo H. Evart Inc
California
$104K
ISWM
2702
Intesa Sanpaolo Wealth Management
$104K +$99.9K +576 New
FDW
2703
Fourth Dimension Wealth
Ohio
$104K +$24.8K +143 +33%
PK
2704
Pflug Koory
Nebraska
$103K -$2.6K -15 -3%
MEG
2705
Millstone Evans Group
Colorado
$102K +$6.76K +39 +7%
FNWA
2706
Financial Network Wealth Advisors
Utah
$102K -$4.86K -28 -5%
EWP
2707
Elevation Wealth Partners
California
$102K +$61.2K +353 +169%
PWA
2708
Physician Wealth Advisors
Utah
$101K +$13.9K +80 +17%
VR
2709
Vision Retirement
New Jersey
$99.7K +$6.07K +35 +7%
AT
2710
Avalon Trust
New Mexico
$97.5K
VWM
2711
Valley Wealth Managers
New Jersey
$95K
GCP
2712
Gill Capital Partners
Colorado
$94.3K
FC
2713
Financial Consulate
Maryland
$94.1K +$20.5K +118 +29%
UOTTAIMCU
2714
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$93.9K -$23.8K -137 -21%
MAM
2715
Morse Asset Management
Connecticut
$92.8K
AAG
2716
Accordant Advisory Group
Maryland
$90.5K
AWM
2717
Ameliora Wealth Management
Switzerland
$90.5K
WWM
2718
Wolff Wiese Magana
California
$86.8K
JGCM
2719
Joseph Group Capital Management
Ohio
$86.7K +$35.2K +203 +74%
EFMH
2720
E Fund Management (HK)
Hong Kong
$86.5K +$50.1K +289 +153%
IFS
2721
Intelligent Financial Strategies
Minnesota
$85.7K
DCM
2722
Davis Capital Management
Florida
$83.8K +$4.86K +28 +6%
DWM
2723
Darwin Wealth Management
Florida
$83.8K +$694 +4 +0.9%
TLA
2724
Tanglewood Legacy Advisors
Texas
$83.6K -$4.34K -25 -5%
OW
2725
Olistico Wealth
Oklahoma
$83.3K

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.