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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
CFIA
426
Cantor Fitzgerald Investment Advisors
New York
$12.9M -$41.5K -239 -0.3%
UF
427
Univest Financial
Pennsylvania
$12.9M -$955K -5,509 -7%
SAM
428
SP Asset Management
California
$12.9M +$104K +602 +0.9%
TF
429
Talbot Financial
Washington
$12.9M +$198K +1,139 +2%
IAA
430
Independent Advisor Alliance
North Carolina
$12.7M -$71.5K -412 -0.6%
Thrivent Financial for Lutherans
431
Thrivent Financial for Lutherans
Minnesota
$12.7M -$14M -80,773 -54%
RL
432
Ruffer LLP
United Kingdom
$12.7M -$315K -1,816 -3%
STA
433
Summit Trail Advisors
New York
$12.6M -$712K -4,108 -6%
CC
434
Carlson Capital
Texas
$12.6M +$12.1M +69,538 New
BFA
435
Benedict Financial Advisors
Georgia
$12.6M -$55.3K -319 -0.5%
GRP
436
Global Retirement Partners
California
$12.6M +$12.1M +69,525 New
IWC
437
Integrated Wealth Concepts
Massachusetts
$12.6M +$1.41M +8,154 +13%
NO
438
Ninety One
South Africa
$12.5M -$10.7M -61,913 -47%
TPCW
439
TD Private Client Wealth
New York
$12.4M -$719K -4,144 -6%
TTWM
440
TCV Trust & Wealth Management
Virginia
$12.4M -$125K -723 -1%
PA
441
Pinnacle Associates
New York
$12.3M +$692K +3,991 +6%
TFA
442
Teamwork Financial Advisors
Texas
$11.9M +$11M +63,317 +2,663%
CCM
443
Copeland Capital Management
Pennsylvania
$11.7M -$306K -1,763 -3%
AMI
444
Amica Mutual Insurance
Rhode Island
$11.7M -$4.51M -26,015 -29%
CCM
445
Channing Capital Management
Illinois
$11.6M -$2.31M -13,310 -17%
TWIM
446
TIAA Wealth Investment Management
New York
$11.5M +$294K +1,695 +3%
CNBTD
447
Citizens National Bank Trust Department
Mississippi
$11.5M -$129K -743 -1%
CWM
448
Cedar Wealth Management
California
$11.5M -$1.12M -6,448 -9%
GC
449
Guggenheim Capital
Illinois
$11.5M -$2.91M -16,796 -21%
WANY
450
Wealthspire Advisors (New York)
New York
$11.5M +$431K +2,484 +4%

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.