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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
WMA
1951
Wealth Management Associates
New Jersey
$476K +$60.5K +349 +15%
JF
1952
JMN Financial
Ohio
$475K +$42.7K +246 +10%
LFA
1953
Laraway Financial Advisors
Minnesota
$475K
Walleye Trading
1954
Walleye Trading
New York
$475K +$455K +2,625 New
CSF
1955
Capital Squared Financial
Maryland
$475K +$867 +5 +0.2%
CPG
1956
Cornerstone Planning Group
New Jersey
$474K -$5.72K -33 -1%
MCM
1957
Manchester Capital Management
Vermont
$473K +$867 +5 +0.2%
OCM
1958
Orion Capital Management
California
$473K +$1.04K +6 +0.2%
AWM
1959
Ariadne Wealth Management
California
$472K -$20.1K -116 -4%
CBT
1960
Crews Bank & Trust
Florida
$471K -$121K -700 -21%
BAM
1961
Bosun Asset Management
Illinois
$470K
HA
1962
Huntleigh Advisors
Missouri
$469K +$1.04K +6 +0.2%
GA
1963
GSG Advisors
New Jersey
$469K -$17.5K -101 -4%
IPW
1964
Intergy Private Wealth
Colorado
$469K +$72.7K +419 +19%
YWM
1965
Yukon Wealth Management
Kansas
$469K +$449K +2,590 New
S
1966
Steadtrust
Texas
$468K +$694 +4 +0.2%
SWM
1967
Stronghold Wealth Management
Florida
$468K +$3.47K +20 +0.8%
CF
1968
Clarity Financial
Texas
$468K -$2.25K -13 -0.5%
BW
1969
BXM Wealth
Colorado
$467K +$448K +2,584 New
PSF
1970
Pacific Sun Financial
California
$467K
WF
1971
WealthPoint Financial
North Carolina
$467K +$16K +92 +4%
FWP
1972
FAS Wealth Partners
Kansas
$466K +$2.25K +13 +0.5%
IFWM
1973
Institute for Wealth Management
Colorado
$465K -$3.12K -18 -0.7%
EBA
1974
Eagle Bay Advisors
New York
$465K +$42.8K +247 +11%
PCM
1975
Prelude Capital Management
New York
$465K +$446K +2,569 New

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.