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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
PPWP
1101
Premier Path Wealth Partners
New Jersey
$1.72M +$175K +1,007 +12%
EI
1102
EFG International
$1.72M +$22K +127 +1%
GI
1103
GAMCO Investors
Connecticut
$1.72M -$64.7K -373 -4%
HW
1104
Hancock Whitney
Mississippi
$1.72M -$136K -784 -8%
BL
1105
Balentine LLC
Georgia
$1.72M +$108K +624 +7%
NSIM
1106
North Star Investment Management
Illinois
$1.72M -$13.4K -77 -0.8%
GWP
1107
Gateway Wealth Partners
Wisconsin
$1.72M -$900K -5,187 -35%
BST
1108
Bath Savings Trust
Maine
$1.72M +$13.9K +80 +0.9%
CAM
1109
Cidel Asset Management
Ontario, Canada
$1.71M +$77.9K +449 +5%
CI
1110
CX Institutional
Indiana
$1.71M +$12.3K +71 +0.8%
IAN
1111
Integrated Advisors Network
Texas
$1.71M +$506K +2,917 +45%
KWM
1112
Keebeck Wealth Management
Illinois
$1.7M +$173K +995 +12%
TAM
1113
Titleist Asset Management
Texas
$1.7M -$42.8K -247 -3%
WSA
1114
Wealth Science Advisors
Georgia
$1.69M +$1.56M +8,970 +2,379%
Kayne Anderson Rudnick Investment Management
1115
Kayne Anderson Rudnick Investment Management
California
$1.69M +$1.06M +6,116 +191%
DOA
1116
D'Orazio & Associates
Virginia
$1.68M +$49.6K +286 +3%
DI
1117
DDFG Inc
California
$1.68M -$2.08K -12 -0.1%
AIM
1118
Allen Investment Management
New York
$1.67M
7WCP
1119
71 West Capital Partners
Massachusetts
$1.66M +$514K +2,965 +48%
LIM
1120
Leavell Investment Management
Alabama
$1.66M -$105K -605 -6%
HIC
1121
Harvey Investment Company
Kentucky
$1.66M
CCFM
1122
Clear Creek Financial Management
Washington
$1.66M +$18.6K +107 +1%
HCM
1123
Highview Capital Management
Illinois
$1.65M +$1.58M +9,125 New
BPWM
1124
Badgley Phelps Wealth Managers
Washington
$1.65M -$35.6K -205 -2%
CFG
1125
Cooper Financial Group
California
$1.64M -$295K -1,702 -16%

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.