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Philip Morris
PM

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: 2,811 → 2,865 (+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: 77 → 70 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$4.39B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.72B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$903M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$582M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$452M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$4.97B
2
GQG Partners
GQG Partners
Florida
-$867M
3
LPC
Lone Pine Capital
Connecticut
-$424M
4
BlackRock
BlackRock
New York
-$299M
5
MC
Maverick Capital
Texas
-$280M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2976
Greenline Wealth Management
Florida
– -$6.94K -43 Closed
WFA
2977
West Financial Advisors
Iowa
– -$6.1K -38 Closed
MA
2978
Modus Advisors
Minnesota
– -$4.81K -30 Closed
SA
2979
Strategic Advocates
Utah
– -$4.54K -28 Closed
BGA
2980
Battery Global Advisors
Massachusetts
– -$4.01K -25 Closed
VWA
2981
Valued Wealth Advisors
Utah
– -$2.75K -17 Closed
CIAM
2982
Caitong International Asset Management
Hong Kong
– -$160 -1 Closed
116 117 118 119
120

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.