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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
SIAP
2301
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$299K
HFBOT
2302
Home Federal Bank of Tennessee
Tennessee
$299K +$286K +1,650 New
OFA
2303
Onyx Financial Advisors
Idaho
$298K +$2.6K +15 +0.9%
LC
2304
Lincoln Capital
Nebraska
$298K -$31.9K -184 -10%
WMWM
2305
Wilkins Miller Wealth Management
Alabama
$297K -$17K -98 -6%
NC
2306
NewSquare Capital
Pennsylvania
$297K +$56.9K +328 +25%
HFP
2307
Holistic Financial Partners
Indiana
$297K -$46.5K -268 -14%
MWA
2308
Midland Wealth Advisors
Illinois
$297K -$5.2K -30 -2%
BSSFA
2309
Baron Silver Stevens Financial Advisors
Florida
$296K +$10.8K +62 +4%
CWMGP
2310
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$296K +$347 +2 +0.1%
RB
2311
Renasant Bank
Mississippi
$295K
CWA
2312
Consilio Wealth Advisors
Washington
$295K +$4.16K +24 +1%
RWRC
2313
R.W. Roge & Company
New York
$295K
SSWM
2314
Sheets Smith Wealth Management
North Carolina
$295K +$347 +2 +0.1%
BAM
2315
Bellevue Asset Management
Washington
$295K +$283K +1,630 New
PSP
2316
Principal Street Partners
Tennessee
$293K +$16.5K +95 +6%
BIA
2317
Beacon Investment Advisors
Maryland
$293K -$173 -1 -0.1%
FWM
2318
Forza Wealth Management
Florida
$293K
WP
2319
Waycross Partners
Kentucky
$293K
CWA
2320
CM Wealth Advisors
Ohio
$292K +$27.7K +160 +11%
SGC
2321
Slocum, Gordon & Co
Rhode Island
$292K -$15.4K -89 -5%
AIM
2322
Axiom Investment Management
New York
$292K -$241K -1,387 -46%
CWA
2323
Consilium Wealth Advisory
Texas
$291K +$26.7K +154 +11%
ANBOT
2324
American National Bank of Texas
Texas
$291K +$3.29K +19 +1%
FCAS
2325
First Command Advisory Services
Texas
$290K -$19.3K -111 -6%

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.