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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
CWP
2426
Core Wealth Partners
California
$259K -$5.38K -31 -2%
AIA
2427
Accelerate Investment Advisors
California
$258K -$13.5K -78 -5%
PFM
2428
Phillips Financial Management
Indiana
$258K +$248K +1,428 New
AWA
2429
AmeriServ Wealth Advisors
Pennsylvania
$258K -$38K -219 -13%
RE
2430
Rydar Equities
Texas
$258K +$233K +1,342 New
SAM
2431
Stembrook Asset Management
New Jersey
$258K
PWM
2432
Partnership Wealth Management
Maryland
$258K -$18.6K -107 -7%
FA
2433
Faithward Advisors
Pennsylvania
$258K -$577K -3,328 -70%
PTCG
2434
Pring Turner Capital Group
California
$258K -$43K -248 -15%
GHI
2435
Gross & Hartman Investments
Pennsylvania
$257K
SHFC
2436
Safe Harbor Family Capital
North Carolina
$257K
WAM
2437
WNY Asset Management
New York
$257K +$6.07K +35 +3%
JC
2438
Jacobs & Co
California
$257K
MWP
2439
Madison Wealth Partners
Wisconsin
$256K +$246K +1,417 New
GSF
2440
Grove Street Fiduciary
New Hampshire
$256K
MSWM
2441
Master's Wealth Management
Pennsylvania
$256K +$22.9K +132 +10%
AWS
2442
Arkfeld Wealth Strategies
Nebraska
$256K
RW
2443
Rede Wealth
Virginia
$256K
GFPC
2444
Global Financial Private Client
Florida
$256K +$1.39K +8 +0.6%
T
2445
Tableaux
Massachusetts
$256K
MFC
2446
Morris Financial Concepts
South Carolina
$255K
TCM
2447
Twin Capital Management
Pennsylvania
$255K
1CP
2448
1015 Capital Partners
Pennsylvania
$255K
GG
2449
GenWealth Group
New Jersey
$255K
EAM
2450
Empirical Asset Management
Massachusetts
$254K +$244K +1,406 New

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.