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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
SIM
751
SWP Investment Management
Ohio
$4.12M +$149K +860 +4%
VWM
752
Venturi Wealth Management
Texas
$4.11M +$34.5K +199 +0.9%
PDL
753
Portfolio Design Labs
California
$4.09M -$61.7K -356 -2%
MC
754
Mount Capital
United Kingdom
$4.08M
CPBTD
755
Central Pacific Bank - Trust Division
Hawaii
$4.05M +$70.8K +408 +2%
GM
756
GeoWealth Management
Illinois
$4.03M -$275K -1,583 -7%
SAM
757
Smartleaf Asset Management
Massachusetts
$4.03M
CT
758
Chicago Trust
Illinois
$4.03M +$52.5K +303 +1%
PFA
759
Pathway Financial Advisers
Indiana
$4M +$18.7K +108 +0.5%
BP
760
Ballentine Partners
Massachusetts
$3.99M +$120K +690 +3%
DAM
761
Doheny Asset Management
California
$3.97M +$185K +1,065 +5%
PEAK6
762
PEAK6
Illinois
$3.96M +$3.8M +21,896 New
MYLI
763
Meiji Yasuda Life Insurance
Japan
$3.96M +$23.6K +136 +0.6%
CIAS
764
Capital Investment Advisory Services
North Carolina
$3.94M +$122K +706 +3%
WG
765
Welch Group
Alabama
$3.93M +$48.7K +281 +1%
MC
766
Moors & Cabot
Massachusetts
$3.93M -$60.5K -349 -2%
ISWM
767
Independent Solutions Wealth Management
New York
$3.93M +$61.2K +353 +2%
PMA
768
Prudent Man Advisors
Illinois
$3.91M +$371K +2,137 +11%
PA
769
Parallel Advisors
California
$3.91M +$71.6K +413 +2%
TYCC
770
Texas Yale Capital Corp
Florida
$3.91M +$17.3K +100 +0.5%
RCM
771
Radnor Capital Management
Pennsylvania
$3.9M
IP
772
Indivisible Partners
Florida
$3.87M +$474K +2,733 +15%
HAG
773
HF Advisory Group
Maryland
$3.87M +$36.4K +210 +1%
PNAA
774
Pictet North America Advisors
Switzerland
$3.87M -$464K -2,675 -11%
AFG
775
Atomi Financial Group
New York
$3.85M +$640K +3,691 +21%

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.