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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
AP
2126
Advisortrust Partners
North Carolina
$376K +$125K +718 +53%
CFM
2127
Compass Financial Management
Florida
$376K +$353K +2,036 New
FC
2128
Fulcrum Capital
Washington
$376K -$76.3K -440 -17%
BW
2129
Basepoint Wealth
Iowa
$375K +$2.25K +13 +0.6%
TWP
2130
Tenet Wealth Partners
Illinois
$374K +$332K +1,912 New
BFA
2131
Bragg Financial Advisors
North Carolina
$372K -$16.3K -94 -4%
RS
2132
Retirement Solution
Washington
$371K +$356K +2,050 New
WMA
2133
West Michigan Advisors
Michigan
$370K
NAS
2134
NWF Advisory Services
California
$370K
FOA
2135
Five Oceans Advisors
California
$369K -$9.54K -55 -3%
OWCM
2136
One Wealth Capital Management
Arizona
$369K +$354K +2,042 New
GAM
2137
Gemmer Asset Management
California
$369K +$14.7K +85 +4%
OC
2138
Optima Capital
Oregon
$369K -$1.56K -9 -0.4%
EWA
2139
Evolution Wealth Advisors
Florida
$369K -$20.8K -120 -6%
HPC
2140
Hobart Private Capital
North Carolina
$369K +$66.3K +382 +23%
Loomis, Sayles & Company
2141
Loomis, Sayles & Company
Massachusetts
$368K +$35.2K +203 +11%
EFL
2142
ERn Financial LLC
Wisconsin
$367K -$7.98K -46 -2%
HCM
2143
Hengehold Capital Management
Ohio
$367K +$10.6K +61 +3%
FA
2144
Fagan Associates
New York
$365K
APFP
2145
Action Point Financial Planning
Michigan
$365K +$352K +2,027 New
LWM
2146
LJI Wealth Management
Indiana
$364K -$12K -69 -3%
BF
2147
Blankinship & Foster
California
$364K
LP
2148
LMR Partners
United Kingdom
$363K +$348K +2,005 New
LTI
2149
Laffer Tengler Investments
Tennessee
$363K +$520 +3 +0.1%
SWP
2150
ShoreHaven Wealth Partners
New Jersey
$362K -$68.7K -396 -17%

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.