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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
AWM
926
Aprio Wealth Management
Georgia
$2.57M +$293K +1,691 +14%
CCA
927
Checchi Capital Advisers
California
$2.57M -$170K -983 -6%
VWM
928
Vivid Wealth Management
Iowa
$2.57M +$2.46M +14,181 New
TBA
929
Tower Bridge Advisors
Pennsylvania
$2.56M +$481K +2,773 +24%
MWM
930
Meridian Wealth Management
Kentucky
$2.56M -$40.2K -232 -2%
BFG
931
Beacon Financial Group
Texas
$2.54M -$85K -490 -3%
SAM
932
Secure Asset Management
Michigan
$2.53M +$168K +968 +7%
TAM
933
Todd Asset Management
Kentucky
$2.53M -$4.34K -25 -0.2%
RCM
934
RNC Capital Management
California
$2.52M -$16.6K -96 -0.7%
FCA
935
FLC Capital Advisors
California
$2.52M +$20.6K +119 +0.9%
PFA
936
Pure Financial Advisors
California
$2.5M -$1.67M -9,642 -41%
AFG
937
Allegheny Financial Group
Pennsylvania
$2.5M +$5.55K +32 +0.2%
FMWA
938
Forvis Mazars Wealth Advisors
Missouri
$2.48M +$155K +893 +7%
FBC
939
Fairfield, Bush & Co
Connecticut
$2.47M +$50.8K +293 +2%
MAM
940
Mystic Asset Management
Rhode Island
$2.47M -$15.6K -90 -0.7%
JFGIW
941
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.46M +$425K +2,450 +22%
WI
942
Wedgewood Investors
Pennsylvania
$2.45M -$65K -375 -3%
PWAM
943
Private Wealth Asset Management
Iowa
$2.45M +$13.9K +80 +0.6%
KIG
944
Kessler Investment Group
Indiana
$2.44M -$11.4K -66 -0.5%
FPL
945
Fortress Private Ledger
North Carolina
$2.43M +$173K +995 +8%
CAM
946
Cozad Asset Management
Illinois
$2.43M
SFA
947
Souders Financial Advisors
Ohio
$2.42M +$90.4K +521 +4%
DCM
948
Dudley Capital Management
Virginia
$2.42M +$520 +3 +0%
TSW
949
Thompson Siegel & Walmsley
Virginia
$2.42M +$9.54K +55 +0.4%
TFS
950
Thoroughbred Financial Services
Tennessee
$2.41M +$51.9K +299 +2%

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.