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
RCA
1151
Resonant Capital Advisors
Wisconsin
$1.55M +$116K +669 +9%
SCM
1152
Shelton Capital Management
Colorado
$1.55M -$21.2K -122 -1%
FMII
1153
Farmers & Merchants Investments Inc
Nebraska
$1.55M
WLIM
1154
White Lighthouse Investment Management
Massachusetts
$1.54M -$460K -2,650 -24%
SEP
1155
Southland Equity Partners
Missouri
$1.54M +$7.46K +43 +0.5%
APP
1156
Avantax Planning Partners
Iowa
$1.54M +$16.5K +95 +1%
FIC
1157
FCG Investment Company
Tennessee
$1.53M +$1.47M +8,477 New
WBC
1158
West Branch Capital
Massachusetts
$1.53M -$63.5K -366 -4%
CCWM
1159
Cassaday & Co Wealth Management
Virginia
$1.53M +$33K +190 +2%
TAFW
1160
Tred Avon Family Wealth
Maryland
$1.53M
PNC
1161
Park National Corp
Ohio
$1.53M -$42.3K -244 -3%
NS
1162
NBC Securities
Alabama
$1.52M +$27.1K +156 +2%
PCA
1163
Prosperity Capital Advisors
Ohio
$1.52M +$16.3K +94 +1%
WDC
1164
Woodward Diversified Capital
California
$1.52M -$21.3K -123 -1%
ACM
1165
Aljian Capital Management
Nevada
$1.52M +$1.56K +9 +0.1%
SAM
1166
Sagewood Asset Management
New York
$1.52M +$201K +1,160 +16%
PP
1167
Patten & Patten
Tennessee
$1.51M
ICP
1168
Impact Capital Partners
Colorado
$1.51M +$16.3K +94 +1%
KA
1169
Kovack Advisors
Florida
$1.51M -$90K -519 -6%
BRWA
1170
B. Riley Wealth Advisors
Florida
$1.5M -$180K -1,039 -11%
HCP
1171
Hexagon Capital Partners
Arkansas
$1.5M -$60.2K -347 -4%
JPWM
1172
Jamison Private Wealth Management
Georgia
$1.5M +$10.8K +62 +0.8%
AWAP
1173
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.49M +$18K +104 +1%
FCCM
1174
First City Capital Management
Georgia
$1.49M +$65.4K +377 +5%
LI
1175
LRI Investments
Florida
$1.49M +$216K +1,247 +18%

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.