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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
FHC
1901
First Heartland Consultants
Missouri
$507K -$2.77K -16 -0.6%
CAC
1902
Certified Advisory Corp
Florida
$507K +$2.77K +16 +0.6%
OP
1903
Oldfield Partners
United Kingdom
$507K +$17.3K +100 +4%
PG
1904
Patten Group
Tennessee
$506K +$15.6K +90 +3%
SFGM
1905
Stonebridge Financial Group (Missouri)
Missouri
$506K -$36.9K -213 -7%
PIA
1906
Perennial Investment Advisors
California
$505K +$9.37K +54 +2%
RA
1907
Riverstone Advisors
Texas
$505K +$41.8K +241 +9%
AIA
1908
Affinity Investment Advisors
California
$505K
MS
1909
Madden Securities
Texas
$504K
PPWM
1910
Paragon Private Wealth Management
Kentucky
$503K +$18.4K +106 +4%
SAMT
1911
Select Asset Management & Trust
Pennsylvania
$503K
AI
1912
Axecap Investments
Ohio
$502K -$13.7K -79 -3%
PGA
1913
Portland Global Advisors
Maine
$499K
TW
1914
Tempo Wealth
Ohio
$499K +$4.68K +27 +1%
OPOWM
1915
One Plus One Wealth Management
Florida
$497K +$79.3K +457 +20%
CFA
1916
Cahill Financial Advisors
Minnesota
$497K +$1.04K +6 +0.2%
WAG
1917
Wheelhouse Advisory Group
Missouri
$496K -$15.6K -90 -3%
DBRC
1918
D.B. Root & Company
Pennsylvania
$496K -$18K -104 -4%
GIM
1919
Generali Investments Management
Slovenia
$496K -$118K -680 -20%
ClearBridge Investments
1920
ClearBridge Investments
New York
$496K -$42K -242 -8%
MW
1921
MBL Wealth
North Carolina
$496K +$53.9K +311 +13%
VC
1922
Veracity Capital
Georgia
$495K -$32.4K -187 -6%
IWP
1923
Innova Wealth Partners
Pennsylvania
$495K +$5.9K +34 +1%
CB
1924
Cooke & Bieler
Pennsylvania
$494K
BFWA
1925
Benchmark Financial Wealth Advisors
Florida
$494K +$31.4K +181 +7%

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.