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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
HWM
2851
HighMark Wealth Management
Minnesota
$14.3K
MBFW
2852
Morton Brown Family Wealth
Pennsylvania
$14.2K +$2.08K +12 +18%
MFS
2853
Montgomery Financial Services
Maryland
$14.2K +$13.5K +78 New
FS
2854
Financially Speaking
Colorado
$14.1K
BBPWM
2855
Blue Bell Private Wealth Management
Pennsylvania
$13.6K -$56.4K -325 -81%
RMP
2856
Richards, Merrill & Peterson
Washington
$13.6K
HIMS
2857
Hager Investment Management Services
New Hampshire
$13.2K
CTC
2858
Cetera Trust Company
Minnesota
$13K
VWM
2859
Vermillion Wealth Management
Minnesota
$12.9K -$17.9K -103 -59%
BH
2860
Burk Holdings
Oklahoma
$12.7K
WFA
2861
Wedbush Fund Advisers
California
$11.9K +$11.4K +66 New
AF
2862
Aviso Financial
Ontario, Canada
$11K
CFM
2863
Cornerstone Financial Management
Massachusetts
$9.95K +$3.47K +20 +57%
FA
2864
Fountainhead AM
New Jersey
$9.79K -$48.6K -280 -84%
SW
2865
StrongBox Wealth
Missouri
$9.77K +$9.37K +54 New
KCM
2866
Key Capital Management
Tennessee
$9.72K +$2.77K +16 +42%
CW
2867
CrossGen Wealth
North Carolina
$9.05K -$13K -75 -60%
SFS
2868
Sunrise Financial Services
Washington
$8.5K
WAG
2869
Wiser Advisor Group
Arizona
$8.39K
BWM
2870
Benson Wealth Management
Tennessee
$8.32K -$3.12K -18 -28%
RWM
2871
Raffa Wealth Management
District of Columbia
$7.78K -$10.8K -62 -59%
PSFG
2872
Park Square Financial Group
Georgia
$7.78K -$1.56K -9 -17%
CCMI
2873
Creative Capital Management Investments
California
$7.6K +$7.28K +42 New
1IA
2874
1620 Investment Advisors
Massachusetts
$7.42K
HIW
2875
Holos Integrated Wealth
Pennsylvania
$7.32K

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.