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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
GIA
776
Gladstone Institutional Advisory
Florida
$3.84M +$11.4K +66 +0.3%
IRAG
777
Investment Research & Advisory Group
Georgia
$3.83M +$23.6K +136 +0.6%
LP
778
Longaeva Partners
Illinois
$3.83M +$3.67M +21,153 New
WMN
779
Wealth Management Nebraska
Nebraska
$3.82M +$1.39K +8 +0%
IA
780
Integrity Alliance
Iowa
$3.82M +$1.14M +6,591 +45%
IBOK
781
Independence Bank of Kentucky
Kentucky
$3.82M -$80K -461 -2%
EIG
782
Ellenbecker Investment Group
Wisconsin
$3.8M -$136K -786 -4%
STAS
783
Strong Tower Advisory Services
Minnesota
$3.8M +$278K +1,602 +8%
NPT
784
National Philanthropic Trust
Pennsylvania
$3.79M -$2.95K -17 -0.1%
EPAM
785
Euro Pacific Asset Management
Puerto Rico
$3.77M -$77.5K -447 -1%
DA
786
Doliver Advisors
Texas
$3.77M -$45.1K -260 -1%
FFA
787
Founders Financial Alliance
North Carolina
$3.74M +$65.4K +377 +2%
HFM
788
Hartford Funds Management
Pennsylvania
$3.74M +$56.4K +325 +2%
OWA
789
Octavia Wealth Advisors
Ohio
$3.72M -$53.8K -310 -1%
BFM
790
Boothbay Fund Management
New York
$3.72M +$1.63M +9,387 +84%
LFAS
791
Level Four Advisory Services
Texas
$3.71M +$581K +3,350 +20%
CAM
792
Councilmark Asset Management
Tennessee
$3.7M -$1.56K -9 -0%
IB
793
Intrust Bank
Kansas
$3.7M +$58.4K +337 +2%
DEA
794
DoubleLine ETF Adviser
Florida
$3.66M +$3.51M +20,258 New
RA
795
Rockingstone Advisors
Massachusetts
$3.66M +$10.2K +59 +0.3%
KFGK
796
Keystone Financial Group (Kentucky)
Kentucky
$3.64M +$372K +2,146 +12%
BFA
797
Beaumont Financial Advisors
Massachusetts
$3.62M +$90.7K +523 +3%
AAIM
798
American Assets Investment Management
California
$3.62M
4WM
799
44 Wealth Management
Oregon
$3.6M -$3.29K -19 -0.1%
GIM
800
Goelzer Investment Management
Indiana
$3.58M +$2.89M +16,666 +532%

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.