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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
LWA
2351
LifeGoal Wealth Advisors
New York
$282K +$6.76K +39 +3%
PCM
2352
Poehling Capital Management
Wisconsin
$281K
AIFAIM
2353
American Institute for Advanced Investment Management
Arizona
$281K
WAC
2354
William Allan Corp
Colorado
$281K +$1.04K +6 +0.4%
G
2355
GenTrust
Florida
$280K +$10.6K +61 +4%
LFP
2356
Lakeshore Financial Planning
Michigan
$280K
NFC
2357
Northstar Financial Companies
Pennsylvania
$280K +$6.42K +37 +2%
BAWC
2358
Boyce & Associates Wealth Consulting
Texas
$279K
RCA
2359
Rose Capital Advisors
Florida
$278K +$267K +1,539 New
GIA
2360
GHP Investment Advisors
Colorado
$278K -$11.4K -66 -4%
SPWM
2361
Schrum Private Wealth Management
Florida
$278K -$137K -789 -22%
Members Trust
2362
Members Trust
Florida
$278K
LAM
2363
Lountzis Asset Management
Pennsylvania
$278K
CC
2364
Clearwave Capital
California
$277K
RW
2365
Rockport Wealth
Ohio
$277K +$29.5K +170 +13%
MWA
2366
Motive Wealth Advisors
Michigan
$276K +$24.3K +140 +10%
OKSA
2367
O'Keefe Stevens Advisory
New York
$276K
CFC
2368
Coyle Financial Counsel
Illinois
$276K +$16K +92 +6%
WFAG
2369
Wescott Financial Advisory Group
Pennsylvania
$276K -$12.8K -74 -5%
DWAM
2370
Duncan Williams Asset Management
Tennessee
$275K +$1.91K +11 +0.7%
CWM
2371
Concentrum Wealth Management
California
$275K +$5.55K +32 +2%
CMBA
2372
C.M. Bidwell & Associates
Hawaii
$275K -$7.46K -43 -3%
GFG
2373
Goldstone Financial Group
Illinois
$275K +$39.9K +230 +18%
IHL
2374
Investment House LLC
California
$275K +$263K +1,519 New
AA
2375
Argent Advisors
Louisiana
$274K -$9.89K -57 -4%

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.