We are live on ! Find out more
PM icon

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
VNA
801
Valley National Advisers
Pennsylvania
$3.55M -$694 -4 -0%
HKAM
802
Horizon Kinetics Asset Management
New York
$3.55M -$19.1K -110 -0.6%
SDIC
803
South Dakota Investment Council
South Dakota
$3.55M -$942K -5,432 -22%
DAS
804
Dynamic Advisor Solutions
Arizona
$3.51M -$325K -1,873 -9%
RIL
805
Rothschild Investment LLC
Illinois
$3.49M +$150K +867 +5%
PWA
806
Primoris Wealth Advisors
Florida
$3.49M +$275K +1,585 +9%
GSB
807
Greenfield Savings Bank
Massachusetts
$3.46M -$347 -2 -0%
TAMH
808
Taikang Asset Management (HK)
Hong Kong
$3.42M -$18.8M -108,311 -85%
KMWM
809
Keudell/Morrison Wealth Management
Oregon
$3.41M +$20.8K +120 +0.6%
MWM
810
Modera Wealth Management
New Jersey
$3.38M -$66.3K -382 -2%
AWA
811
Aaron Wealth Advisors
Illinois
$3.38M -$11.6K -67 -0.4%
FMC
812
First Merchants Corp
Indiana
$3.34M
XSC
813
X-Square Capital
Puerto Rico
$3.33M +$46.5K +268 +1%
FFO
814
Fiduciary Family Office
Florida
$3.33M -$133K -768 -4%
FFBTD
815
First Financial Bank - Trust Division
Ohio
$3.33M +$745K +4,296 +30%
HH
816
Hilltop Holdings
Texas
$3.32M -$224K -1,289 -7%
KCPG
817
Kavar Capital Partners Group
Kansas
$3.32M +$12.3K +71 +0.4%
TCOT
818
Trust Company of Toledo
Ohio
$3.31M +$73.7K +425 +2%
I
819
InvesTrust
Oklahoma
$3.3M -$143K -823 -4%
CBA
820
Coastal Bridge Advisors
Connecticut
$3.3M +$322K +1,854 +11%
CST
821
Charles Schwab Trust
Nevada
$3.29M +$2.72M +15,704 +637%
SWM
822
Shrier Wealth Management
California
$3.28M +$21.5K +124 +0.7%
SW
823
Simplicity Wealth
New Jersey
$3.27M +$912K +5,261 +41%
AA
824
Advisory Alpha
Michigan
$3.27M +$393K +2,264 +14%
JCM
825
Jacobi Capital Management
Pennsylvania
$3.26M -$37.1K -214 -1%

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.