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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
CA
2326
CSM Advisors
Pennsylvania
$290K
TPWA
2327
Twin Peaks Wealth Advisors
California
$290K +$28.4K +164 +11%
LFA
2328
Longview Financial Advisors
Alabama
$289K
B
2329
Bensler
Washington
$289K -$6.42K -37 -2%
SDWMA
2330
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K -$7.46K -43 -3%
AF
2331
Abound Financial
California
$289K +$17.3K +100 +7%
SHFG
2332
S Harris Financial Group
Texas
$289K +$2.77K +16 +1%
ESC
2333
Eurizon SLJ Capital
$289K
OE
2334
October Effect
Virginia
$289K
PCFFS
2335
Pacific Center for Financial Services
California
$289K
APW
2336
Allied Private Wealth
Florida
$288K +$267K +1,538 New
PPW
2337
Presilium Private Wealth
Pennsylvania
$287K +$867 +5 +0.3%
VWM
2338
Vigilare Wealth Management
Arizona
$287K -$68.7K -396 -20%
TLP
2339
Trinity Legacy Partners
Texas
$287K
GFWA
2340
Grey Fox Wealth Advisors
Delaware
$286K +$272K +1,568 New
DAC
2341
Dutch Asset Corp
New York
$286K +$37.3K +215 +16%
BFPW
2342
BOK Financial Private Wealth
Colorado
$284K -$198K -1,143 -42%
B
2343
Bailard
California
$284K -$9.71K -56 -3%
PGWM
2344
Parisi Gray Wealth Management
New Jersey
$283K -$3.47K -20 -1%
WBC
2345
Westpac Banking Corp
Australia
$283K -$2.01M -11,606 -88%
EP
2346
Essential Partners
California
$283K -$31K -179 -10%
BFG
2347
Beto Financial Group
Idaho
$283K +$1.39K +8 +0.5%
ODIJL
2348
One Day In July LLC
Vermont
$283K +$271K +1,562 New
CG
2349
Clarus Group
Texas
$282K
TCM
2350
Towercrest Capital Management
Pennsylvania
$282K

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.