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Altria Group

2,493 hedge funds and large institutions have $68.6B invested in Altria Group in 2026 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 1,003 increasing their positions, 887 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 104

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

24% more call options, than puts

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

14% more capital invested

Capital invested by funds: $60.4B → $68.6B (+$8.19B)

13% more repeat investments, than reductions

Existing positions increased: 1,003 | Existing positions reduced: 887

4% more funds holding

Funds holding: 2,3892,493 (+104)

0.24% less ownership

Funds ownership: 62.36%62.12% (-0.24%)

Holders
2,493
Holders Change
+104
Holders Change %
+4.35%
% of All Funds
30.51%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.27%
New
253
Increased
1,003
Reduced
887
Closed
104
Calls
$947M
Puts
$765M
Net Calls
+$181M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
2551
Wealthedge Investment Advisors
New York
-$236K -4,099 Closed
MWM
2552
MinichMacGregor Wealth Management
New York
-$235K -4,076 Closed
OFG
2553
Oxford Financial Group
Indiana
-$230K -3,992 Closed
WAG
2554
Winthrop Advisory Group
Massachusetts
-$224K -3,797 Closed
AU
2555
AlphaGrep UK
-$214K -3,715 Closed
EWA
2556
Emergent Wealth Advisors
New York
-$208K -3,599 Closed
TWA
2557
Talisman Wealth Advisors
New Jersey
-$205K -3,562 Closed
WP
2558
WealthShield Partners
North Carolina
-$204K -3,545 Closed
DHC
2559
Drum Hill Capital
Connecticut
-$204K -3,533 Closed
WA
2560
WESPAC Advisors
California
-$202K -3,508 Closed
NFG
2561
Nadler Financial Group
Illinois
-$200K -3,471 Closed
CM
2562
Capula Management
Cayman Islands
-$214K -3,324 Closed
GAFA
2563
Garton & Associates Financial Advisors
Kentucky
-$185K -3,214 Closed
OC
2564
Optima Capital
Oregon
-$146K -2,498 Closed
KBFS
2565
Kohmann Bosshard Financial Services
Ohio
-$127K -2,207 Closed
MPW
2566
MASECO Private Wealth
-$113K -1,951 Closed
BFG
2567
Brandywine Financial Group
Tennessee
-$110K -1,908 Closed
JWM
2568
Jessup Wealth Management
Ohio
-$76.2K -1,322 Closed
WWA
2569
Wealth Watch Advisors
Colorado
-$61.6K -1,069 Closed
IIM
2570
IFC & Insurance Marketing
California
-$58K -1,000 Closed
AT
2571
Avalon Trust
New Mexico
-$43.2K -750 Closed
CFS
2572
Compass Financial Services
Iowa
-$41.3K -717 Closed
CWM
2573
Consultiva Wealth Management
Puerto Rico
-$34.6K -600 Closed
QA
2574
Quattro Advisors
Pennsylvania
-$33K -573 Closed
NL
2575
Navalign LLC
California
-$28.3K -492 Closed

MO Hedge Fund Activity: Q1 2026 in Review

2,493 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2026, worth a combined $68.6B — up 14% from $60.4B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new MO positions and 104 closed out — a net gain of 149 holders — while 1,003 added to existing stakes and 887 trimmed.

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

  • 2,493 institutional investors held Altria Group (MO) as of Q1 2026, up from 2,389 in Q4 2025.
  • Funds reported $68.6B of Altria Group stock for Q1 2026, up 14% quarter-over-quarter.
  • 253 funds opened new Altria Group positions in Q1 2026 and 104 closed out, a net change of +149 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.