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Altria Group

2,483 hedge funds and large institutions have $68.5B invested in Altria Group in 2026 Q1 according to their latest regulatory filings, with 251 funds opening new positions, 999 increasing their positions, 884 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 251 | Existing positions closed: 103

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

24% more call options, than puts

Call options by funds: $947M | Put options by funds: $765M

13% more capital invested

Capital invested by funds: $60.4B → $68.5B (+$8.12B)

13% more repeat investments, than reductions

Existing positions increased: 999 | Existing positions reduced: 884

4% more funds holding

Funds holding: 2,3842,483 (+99)

0.3% less ownership

Funds ownership: 62.35%62.05% (-0.3%)

Holders
2,483
Holders Change
+99
Holders Change %
+4.15%
% of All Funds
30.55%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
251
Increased
999
Reduced
884
Closed
103
Calls
$947M
Puts
$765M
Net Calls
+$181M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
2551
Capula Management
Cayman Islands
-$214K -3,324 Closed
GAFA
2552
Garton & Associates Financial Advisors
Kentucky
-$185K -3,214 Closed
OC
2553
Optima Capital
Oregon
-$146K -2,498 Closed
KBFS
2554
Kohmann Bosshard Financial Services
Ohio
-$127K -2,207 Closed
MPW
2555
MASECO Private Wealth
-$113K -1,951 Closed
BFG
2556
Brandywine Financial Group
Tennessee
-$110K -1,908 Closed
JWM
2557
Jessup Wealth Management
Ohio
-$76.2K -1,322 Closed
WWA
2558
Wealth Watch Advisors
Colorado
-$61.6K -1,069 Closed
IIM
2559
IFC & Insurance Marketing
California
-$58K -1,000 Closed
AT
2560
Avalon Trust
New Mexico
-$43.2K -750 Closed
CFS
2561
Compass Financial Services
Iowa
-$41.3K -717 Closed
CWM
2562
Consultiva Wealth Management
Puerto Rico
-$34.6K -600 Closed
QA
2563
Quattro Advisors
Pennsylvania
-$33K -573 Closed
NL
2564
Navalign LLC
California
-$28.3K -492 Closed
IWM
2565
Inlight Wealth Management
Georgia
-$26.7K -463 Closed
GAMC
2566
Garner Asset Management Corp
Texas
-$18.9K -328 Closed
MCM
2567
MidAtlantic Capital Management
Virginia
-$17.3K -300 Closed
SR
2568
Syntax Research
Florida
-$14.4K -250 Closed
HFS
2569
Horizon Financial Services
North Carolina
-$12K -208 Closed
SAS
2570
Spurstone Advisory Services
Connecticut
-$11.5K -200 Closed
HDIM
2571
Hanson & Doremus Investment Management
Vermont
-$11K -184 Closed
TPBG
2572
Turning Point Benefit Group
Maryland
-$9.17K -159 Closed
LB
2573
Legacy Bridge
Iowa
-$8.88K -154 Closed
SC
2574
Solstein Capital
California
-$7.9K -137 Closed
MA
2575
Modus Advisors
Minnesota
-$7.21K -125 Closed

MO Hedge Fund Activity: Q1 2026 in Review

2,483 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2026, worth a combined $68.5B — up 13% from $60.4B a quarter earlier.

Buyers outnumbered sellers: 251 funds opened new MO positions and 103 closed out — a net gain of 148 holders — while 999 added to existing stakes and 884 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $871M. The largest seller was Charles Schwab, cutting an estimated $723M.

  • 2,483 institutional investors held Altria Group (MO) as of Q1 2026, up from 2,384 in Q4 2025.
  • Funds reported $68.5B of Altria Group stock for Q1 2026, up 13% quarter-over-quarter.
  • 251 funds opened new Altria Group positions in Q1 2026 and 103 closed out, a net change of +148 holders.
  • The largest Altria Group buyer in Q1 2026 was Capital Research Global Investors, an estimated $871M added.
  • The largest Altria Group seller in Q1 2026 was Charles Schwab, an estimated $723M sold.

Based on aggregated 13F filings for Q1 2026.