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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
RC
1201
Rahlfs Capital
Texas
$1.42M
MSWM
1202
McGlone Suttner Wealth Management
Wisconsin
$1.41M +$56.9K +328 +4%
ICA
1203
Infrastructure Capital Advisors
New York
$1.41M -$95K -548 -7%
SLP
1204
Storen Legacy Partners
Indiana
$1.41M -$5.03K -29 -0.4%
WIS
1205
Wright Investors Service
Connecticut
$1.41M -$83.2K -480 -6%
Kovitz Investment Group Partners
1206
Kovitz Investment Group Partners
Illinois
$1.41M -$1.79M -10,325 -57%
GFP
1207
Gryphon Financial Partners
Ohio
$1.41M +$90.7K +523 +7%
KFA
1208
Kapstone Financial Advisors
Ohio
$1.41M -$3.99K -23 -0.3%
BFG
1209
Bouchey Financial Group
New York
$1.41M +$45.8K +264 +4%
CCM
1210
Chilton Capital Management
Texas
$1.41M +$54.8K +316 +4%
DA
1211
Dover Advisors
Virginia
$1.4M -$223K -1,286 -13%
ACP
1212
Aviance Capital Partners
Florida
$1.4M +$221K +1,273 +20%
TL
1213
Tradewinds LLC
North Carolina
$1.4M -$851K -4,906 -88%
NW
1214
Naviter Wealth
Arkansas
$1.4M +$363K +2,091 +37%
MA
1215
McBroom & Associates
Nevada
$1.4M -$51.2K -295 -4%
SCI
1216
Stableford Capital II
Arizona
$1.39M +$12K +69 +0.9%
WWM
1217
Whalen Wealth Management
Nevada
$1.39M +$347K +1,998 +35%
FOFP
1218
Fee-Only Financial Planning
South Carolina
$1.39M
FCM
1219
Fourpath Capital Management
Oklahoma
$1.38M +$122K +706 +10%
PWP
1220
Phillips Wealth Planners
Mississippi
$1.38M +$61.7K +356 +5%
FFG
1221
Fortem Financial Group
California
$1.38M -$144K -831 -10%
SCP
1222
Sivia Capital Partners
California
$1.38M +$492K +2,838 +59%
NRS
1223
Neville Rodie & Shaw
New York
$1.37M
PPC
1224
Park Place Capital
Alabama
$1.37M +$310K +1,790 +31%
CCA
1225
Childress Capital Advisors
Texas
$1.37M -$143K -826 -10%

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.