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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
SWM
2276
Stockman Wealth Management
Montana
$307K +$10.4K +60 +4%
CJ
2277
Caitlin John
Michigan
$307K +$279K +1,609 +1,828%
AU
2278
AlphaGrep UK
$307K -$183K -1,058 -38%
AG
2279
AIA Group
Hong Kong
$307K +$294K +1,695 New
IA
2280
Inspire Advisors
Idaho
$307K +$18K +104 +7%
KAM
2281
Knightsbridge Asset Management
California
$306K -$6.76K -39 -2%
IWN
2282
Independent Wealth Network
Iowa
$306K -$1.91K -11 -0.6%
FUBT
2283
First United Bank & Trust
Maryland
$305K +$5.38K +31 +2%
KFAS
2284
Keating Financial Advisory Services
Kansas
$304K +$62.8K +362 +27%
NL
2285
Navalign LLC
California
$304K +$2.25K +13 +0.8%
BTD
2286
BankPlus Trust Department
Mississippi
$303K -$19.6K -113 -6%
RFA
2287
Resurgent Financial Advisors
Georgia
$303K +$24.6K +142 +9%
CP
2288
Canopy Partners
Ohio
$303K -$24.1K -139 -8%
AWM
2289
Act Wealth Management
Texas
$303K
AW
2290
Alteri Wealth
California
$303K +$10.6K +61 +4%
RPGNY
2291
Retirement Planning Group (New York)
New York
$303K +$694 +4 +0.2%
KW
2292
Keyvantage Wealth
Pennsylvania
$302K -$49.6K -286 -15%
WC
2293
Whitney & Co
New York
$302K +$2.25K +13 +0.8%
BDF
2294
Black Diamond Financial
Maryland
$301K +$289K +1,666 New
THL
2295
Tillman Hartley LLC
Colorado
$301K -$55.3K -319 -16%
BWM
2296
Baron Wealth Management
Michigan
$301K +$61.2K +353 +27%
MFG
2297
Mosaic Financial Group
Illinois
$300K -$12.7K -73 -4%
JWWM
2298
Johnson & White Wealth Management
Pennsylvania
$300K +$1.39K +8 +0.5%
WWM
2299
Walser Wealth Management
Florida
$299K +$33K +190 +13%
MWM
2300
Maridea Wealth Management
New York
$299K -$70.2K -405 -20%

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.