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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
MG
726
Mather Group
Illinois
$4.44M +$874K +5,039 +26%
BAM
727
Broyhill Asset Management
North Carolina
$4.44M +$89.5K +516 +2%
SLI
728
Sumitomo Life Insurance
Japan
$4.4M -$621K -3,579 -13%
LCM
729
LVM Capital Management
Michigan
$4.38M +$6.94K +40 +0.2%
TVWM
730
Tower View Wealth Management
Wisconsin
$4.38M -$538K -3,101 -11%
AIM
731
Advyzon Investment Management
Illinois
$4.37M +$265K +1,528 +7%
VCA
732
Verdence Capital Advisors
Maryland
$4.33M -$191K -1,102 -4%
SC
733
Sepio Capital
Utah
$4.32M -$23.9K -138 -0.6%
KCP
734
Kera Capital Partners
California
$4.31M +$35.4K +204 +0.9%
RA
735
RFG Advisory
Alabama
$4.3M +$217K +1,249 +6%
BFS
736
Bradley Foster & Sargent
Connecticut
$4.29M -$17.3K -100 -0.4%
PGF
737
Plan Group Financial
Oklahoma
$4.28M +$158K +909 +4%
PCG
738
Prosperity Consulting Group
Maryland
$4.28M +$371K +2,138 +10%
PTC
739
Private Trust Company
Ohio
$4.22M -$277K -1,598 -6%
HC
740
Hendley & Co
Ohio
$4.21M +$33K +190 +0.8%
BHBT
741
Burke & Herbert Bank & Trust
Virginia
$4.2M -$79.6K -459 -2%
CT
742
Caldwell Trust
Florida
$4.19M -$303K -1,746 -7%
CTI
743
Community Trust & Investment
Kentucky
$4.17M -$230K -1,326 -5%
RPI
744
Railway Pension Investments
United Kingdom
$4.17M
ECM
745
Evergreen Capital Management
Washington
$4.16M -$80.3K -463 -2%
BMCM
746
Bryn Mawr Capital Management
Pennsylvania
$4.15M -$2.25K -13 -0.1%
SIC
747
Salem Investment Counselors
North Carolina
$4.15M -$86.7K -500 -2%
TCA
748
Transcend Capital Advisors
New Jersey
$4.14M +$1.37M +7,882 +52%
TCPW
749
Twin City Private Wealth
North Carolina
$4.13M -$331K -1,909 -8%
BHCM
750
Brevan Howard Capital Management
Jersey
$4.13M +$2.88M +16,579 +287%

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.