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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
CCM
501
Coldstream Capital Management
Washington
$8.95M -$65.9K -380 -0.8%
GI
502
GAMMA Investing
California
$8.87M +$752K +4,335 +10%
VWM
503
Vigil Wealth Management
Florida
$8.85M
JIC
504
Johnson Investment Counsel
Ohio
$8.81M -$340K -1,959 -4%
SAM
505
Silvercrest Asset Management
New York
$8.61M +$24.1K +139 +0.3%
BIM
506
Bridges Investment Management
Nebraska
$8.58M +$178K +1,025 +2%
BMSSC
507
B. Metzler seel. Sohn & Co
Germany
$8.56M +$192K +1,108 +2%
Los Angeles Capital Management
508
Los Angeles Capital Management
California
$8.49M -$214K -1,233 -3%
MSA
509
MUFG Securities Americas
New York
$8.49M +$672K +3,877 +9%
AAM
510
Advisors Asset Management
Colorado
$8.45M -$936K -5,397 -10%
ACM
511
Aurdan Capital Management
Pennsylvania
$8.44M -$323K -1,865 -4%
APSI
512
Asset Planning Services Inc
Louisiana
$8.43M -$455K -2,625 -5%
KGC
513
Kennon-Green & Company
Ohio
$8.41M -$31.9K -184 -0.4%
NDSIB
514
North Dakota State Investment Board
North Dakota
$8.38M +$205K +1,183 +3%
NG
515
Norden Group
Utah
$8.35M +$121K +698 +2%
SAM
516
Strategy Asset Managers
California
$8.35M -$206K -1,190 -3%
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$8.29M -$6.47M -37,288 -45%
AG
518
AlTi Global
New York
$8.18M +$192K +1,108 +3%
MOS
519
MGO One Seven
Ohio
$8.13M +$250K +1,440 +3%
BHWA
520
Beacon Harbor Wealth Advisors
Virginia
$8.12M +$326K +1,880 +5%
KPPF
521
Klein Pavlis & Peasley Financial
California
$8.11M +$183K +1,055 +2%
KPWS
522
Kestra Private Wealth Services
Texas
$8.03M -$804K -4,635 -9%
LNWTC
523
Laird Norton Wetherby Trust Company
Washington
$8.03M -$57.8K -333 -0.8%
HPC
524
HM Payson & Co
Maine
$8.01M -$1.02M -5,901 -12%
PWS
525
Peterson Wealth Services
Utah
$8.01M +$1.65M +9,539 +27%

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.