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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
BWP
701
Baldwin Wealth Partners
Massachusetts
$4.67M -$57.6K -332 -1%
BTI
702
Blue Trust Inc
Georgia
$4.66M -$174K -1,003 -4%
CAG
703
Crestwood Advisors Group
Massachusetts
$4.65M +$92.6K +534 +2%
PVI
704
Pine Valley Investments
New Jersey
$4.65M +$2.81M +16,179 +170%
BNP Paribas Asset Management
705
BNP Paribas Asset Management
France
$4.64M +$564K +3,252 +15%
HSA
706
HBK Sorce Advisory
Pennsylvania
$4.63M +$53.4K +308 +1%
MIM
707
Morningstar Investment Management
Illinois
$4.62M
KCM
708
Kathmere Capital Management
Pennsylvania
$4.6M +$108K +622 +3%
AWE
709
Avidian Wealth Enterprises
Texas
$4.6M +$189K +1,091 +4%
CGH
710
Crossmark Global Holdings
Texas
$4.6M -$173 -1 -0%
RPC
711
Rossmore Private Capital
Connecticut
$4.57M +$17.3K +100 +0.4%
KFP
712
Keystone Financial Planning
Ohio
$4.57M -$1.75M -10,114 -29%
Parallax Volatility Advisers
713
Parallax Volatility Advisers
California
$4.56M +$3.21M +18,487 +275%
SC
714
Scotia Capital
Ontario, Canada
$4.55M -$2.99M -17,212 -41%
PM
715
Phraction Management
Connecticut
$4.52M -$237K -1,365 -5%
KFBMI
716
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.52M
DA
717
DCM Advisors
New York
$4.52M +$128K +738 +3%
AF
718
Alerus Financial
North Dakota
$4.51M +$394K +2,270 +10%
EWM
719
Evercore Wealth Management
New York
$4.49M -$14.6K -84 -0.3%
CWA
720
Carolina Wealth Advisors
South Carolina
$4.48M -$20.8K -120 -0.5%
PFM
721
Premier Fund Managers
United Kingdom
$4.48M +$399K +2,300 +10%
SAG
722
SageView Advisory Group
California
$4.48M -$41.6K -240 -1%
PWAM
723
Papamarkou Wellner Asset Management
New York
$4.47M +$3.09M +17,834 +67%
Capstone Investment Advisors
724
Capstone Investment Advisors
New York
$4.46M -$5.37M -30,971 -56%
PCM
725
Parsons Capital Management
Rhode Island
$4.45M -$1.39K -8 -0%

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.