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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
BRWM
2101
Blue Rock Wealth Management
North Carolina
$389K
FCFC
2102
First Citizens Financial Corp
Iowa
$387K
LC
2103
Landaas & Company
Wisconsin
$387K +$45.4K +262 +14%
WF
2104
Wayfinding Financial
Washington
$386K +$25.1K +145 +7%
OFS
2105
OMC Financial Services
New York
$386K +$1.04K +6 +0.3%
GCWM
2106
Graham Capital Wealth Management
District of Columbia
$385K -$2.25K -13 -0.6%
TC
2107
Trust Company
Kansas
$385K -$1.4M -8,050 -79%
AWP
2108
Atlas Wealth Partners
Pennsylvania
$384K -$8.67K -50 -2%
SWM
2109
SilverOak Wealth Management
Minnesota
$383K
FWP
2110
Flatrock Wealth Partners
California
$383K -$8.5K -49 -2%
AF
2111
Apollon Financial
South Carolina
$382K +$102K +590 +39%
AGWCA
2112
Annis Gardner Whiting Capital Advisors
Florida
$380K +$53.9K +311 +17%
EBSAM
2113
Eubel Brady & Suttman Asset Management
Ohio
$380K
CFM
2114
Catalyst Funds Management
Australia
$380K -$489K -2,822 -57%
OHWP
2115
Oak Harbor Wealth Partners
North Carolina
$380K -$62.1K -358 -15%
MCM
2116
Morton Capital Management
California
$380K +$5.38K +31 +1%
SMA
2117
Seven Mile Advisory
New Jersey
$379K -$57.1K -329 -14%
MKC
2118
M. Kraus & Co
Vermont
$379K -$8.67K -50 -2%
TWM
2119
TriaGen Wealth Management
California
$379K +$5.2K +30 +1%
BWM
2120
BKM Wealth Management
Wisconsin
$379K -$12.1K -70 -3%
AIM
2121
Acropolis Investment Management
Missouri
$378K -$2.95K -17 -0.8%
SCM
2122
Sunbeam Capital Management
Georgia
$378K +$34.7K +200 +11%
BWA
2123
BCU Wealth Advisors
Illinois
$378K +$3.12K +18 +0.9%
WIC
2124
Wilkins Investment Counsel
Massachusetts
$377K
JSL
2125
JT Stratford LLC
Georgia
$377K +$3.12K +18 +0.9%

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.