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Philip Morris

2,865 hedge funds and large institutions have $215B invested in Philip Morris in 2026 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 1,193 increasing their positions, 1,047 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 116

14% more repeat investments, than reductions

Existing positions increased: 1,193 | Existing positions reduced: 1,047

2% more funds holding

Funds holding: 2,8112,865 (+54)

4% more capital invested

Capital invested by funds: $206B → $215B (+$8.96B)

2% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.04B

0.66% more ownership

Funds ownership: 82.54%83.2% (+0.66%)

9% less funds holding in top 10

Funds holding in top 10: 7770 (-7)

Holders
2,865
Holders Change
+54
Holders Change %
+1.92%
% of All Funds
35.06%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
0.86%
New
211
Increased
1,193
Reduced
1,047
Closed
116
Calls
$1.06B
Puts
$1.04B
Net Calls
+$19.2M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
2751
Cedar Mountain Advisors
Oregon
$31.2K +$12.3K +71 +60%
EFMH
2752
E Fund Management (HK)
Hong Kong
$31.2K +$18.9K +109 +136%
EF
2753
Entrust Financial
Pennsylvania
$30.8K -$1.74K -10 -5%
LAS
2754
Lloyd Advisory Services
Georgia
$30.1K -$136K -782 -81%
KFG
2755
Kingdom Financial Group
Arizona
$30.1K +$27.6K +159 +691%
IWS
2756
Intentional Wealth Strategies
Colorado
$29.6K +$31.1K +179 New
KG
2757
Kilter Group
New York
$29.4K +$1.74K +10 +6%
VWM
2758
Vermillion Wealth Management
Minnesota
$29K +$18.1K +104 +146%
PMIM
2759
Prudent Man Investment Management
Colorado
$28.9K
WPA
2760
Wealth Preservation Advisors
Tennessee
$28.6K +$6.08K +35 +25%
DPW
2761
DiNuzzo Private Wealth
Pennsylvania
$28.4K
RF
2762
Robinswood Financial
Washington
$28.4K -$174 -1 -0.6%
GJIA
2763
Glass Jacobson Investment Advisors
Maryland
$28K -$4.87K -28 -14%
BFS
2764
Burkett Financial Services
South Carolina
$27.9K +$174 +1 +0.6%
AIA
2765
Aventus Investment Advisors
Florida
$26.5K
JFA
2766
JNBA Financial Advisors
Minnesota
$26.3K
MSFP
2767
Mark Sheptoff Financial Planning
Connecticut
$25.1K
OCM
2768
Osbon Capital Management
Massachusetts
$24.5K
AT
2769
Arlington Trust
Alabama
$23.1K +$15.3K +88 +169%
W
2770
WealthCollab
Washington
$22.8K +$3.3K +19 +16%
CIAS
2771
CBIZ Investment Advisory Services
Ohio
$22.2K -$40.5K -233 -63%
OA
2772
Operose Advisors
Wisconsin
$22.2K +$23.3K +134 New
CI
2773
Clal Insurance
Israel
$22K -$695 -4 -3%
PCM
2774
Penserra Capital Management
California
$21K -$521 -3 -2%
CW
2775
CrossGen Wealth
North Carolina
$20.6K +$174 +1 +0.8%

PM Hedge Fund Activity: Q1 2026 in Review

2,865 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q1 2026, worth a combined $215B — up 4.4% from $206B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new PM positions and 116 closed out — a net gain of 95 holders — while 1,193 added to existing stakes and 1,047 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $4.39B. The largest seller was Capital International Investors, cutting an estimated $4.97B.

  • 2,865 institutional investors held Philip Morris (PM) as of Q1 2026, up from 2,811 in Q4 2025.
  • Funds reported $215B of Philip Morris stock for Q1 2026, up 4.4% quarter-over-quarter.
  • 211 funds opened new Philip Morris positions in Q1 2026 and 116 closed out, a net change of +95 holders.
  • The largest Philip Morris buyer in Q1 2026 was Capital Research Global Investors, an estimated $4.39B added.
  • The largest Philip Morris seller in Q1 2026 was Capital International Investors, an estimated $4.97B sold.

Based on aggregated 13F filings for Q1 2026.