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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
KA
976
KLCM Advisors
Wisconsin
$2.25M -$46.7K -269 -2%
TIM
977
Tevis Investment Management
Texas
$2.25M
HWMO
978
Heritage Wealth Management (Ohio)
Ohio
$2.2M +$2.11M +12,184 New
BT
979
Banque Transatlantique
France
$2.2M +$16.5K +95 +0.7%
ST
980
Spinnaker Trust
Maine
$2.19M +$17.2K +99 +0.8%
CBTWT
981
Community Bank & Trust (Waco, Texas)
Texas
$2.18M
PBT
982
Pictet Bank & Trust
Bahamas
$2.17M +$182K +1,050 +10%
CPR
983
CSU Producer Resources
Ohio
$2.17M
MJRIC
984
Mogy Joel R Investment Counsel
California
$2.17M
ZF
985
Zhang Financial
Michigan
$2.16M +$1.56K +9 +0.1%
TPA
986
Trivium Point Advisory
Connecticut
$2.16M +$317K +1,825 +18%
SWA
987
Stratos Wealth Advisors
Ohio
$2.16M +$212K +1,225 +11%
BIP
988
Blueprint Investment Partners
North Carolina
$2.15M +$2.06M +11,891 New
PCM
989
Palisade Capital Management
New Jersey
$2.13M -$347 -2 -0%
IC
990
Inscription Capital
Texas
$2.12M +$295K +1,701 +17%
BCP
991
Berkeley Capital Partners
Georgia
$2.12M +$46.8K +270 +2%
GC
992
Grimes & Company
Massachusetts
$2.11M -$7.8K -45 -0.4%
BFG
993
Birch Financial Group
New Hampshire
$2.1M -$25.5K -147 -1%
MRP
994
Measured Risk Portfolios
California
$2.1M -$122K -706 -6%
ST
995
Smithfield Trust
Pennsylvania
$2.1M -$260K -1,500 -11%
KFSC
996
Keystone Financial Services (Colorado)
Colorado
$2.08M -$263K -1,517 -12%
BHWM
997
Bar Harbor Wealth Management
New Hampshire
$2.08M -$67.5K -389 -3%
CF
998
Centaurus Financial
California
$2.08M -$4.34K -25 -0.2%
IAIM
999
International Assets Investment Management
Florida
$2.08M +$415K +2,391 +26%
WDA
1000
Wendell David Associates
New Hampshire
$2.07M -$34.7K -200 -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.