We are live on ! Find out more
PM icon

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
EC
2251
EdgeRock Capital
Colorado
$319K +$24.5K +141 +9%
TFIPS
2252
Towarzystwo Funduszy Inwestycyjnych PZU SA
$318K -$1.73K -10 -0.6%
ACC
2253
Acorn Creek Capital
Colorado
$317K -$5.72K -33 -2%
FFG
2254
Fiduciary Financial Group
California
$316K +$24.6K +142 +9%
OC
2255
Oarsman Capital
Wisconsin
$316K
NB
2256
NBH Bank
Colorado
$316K +$302K +1,744 New
LWM
2257
Liberty Wealth Management
California
$315K
MAG
2258
M3 Advisory Group
Massachusetts
$315K +$347 +2 +0.1%
MIM
2259
Montgomery Investment Management
Maryland
$315K +$2.77K +16 +0.9%
IWM
2260
IMG Wealth Management
Florida
$314K +$7.8K +45 +3%
MFF
2261
Michels Family Financial
Texas
$313K +$1.39K +8 +0.5%
AI
2262
AdvisorShares Investments
Maryland
$312K -$52K -300 -15%
TCP
2263
TMB Capital Partners
Arkansas
$312K
CWMA
2264
Capstone Wealth Management (Alabama)
Alabama
$312K +$299K +1,723 New
CC
2265
Chicago Capital
Illinois
$311K -$18.9K -109 -6%
RFN
2266
RDA Financial Network
Iowa
$310K -$5.55K -32 -2%
MHWM
2267
Montz Harcus Wealth Management
Louisiana
$309K -$28.8K -166 -9%
NWA
2268
New World Advisors
Massachusetts
$309K +$31K +179 +12%
CF
2269
Convergence Financial
Missouri
$309K +$296K +1,709 New
PWM
2270
Proathlete Wealth Management
Florida
$308K
PAS
2271
Parsonex Advisory Services
Colorado
$308K -$96.6K -557 -25%
EIA
2272
Eastover Investment Advisors
North Carolina
$308K
GFL
2273
Granite FO LLC
New Hampshire
$308K
MSA
2274
McAlister Sweet & Associates
Texas
$308K
WWM
2275
Wiser Wealth Management
Georgia
$308K +$23.9K +138 +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.