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Altria Group

2,556 hedge funds and large institutions have $77B invested in Altria Group in 2026 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,134 increasing their positions, 830 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 109

37% more repeat investments, than reductions

Existing positions increased: 1,134 | Existing positions reduced: 830

19% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $882M

12% more capital invested

Capital invested by funds: $68.6B → $77B (+$8.37B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

3% more funds holding

Funds holding: 2,4932,556 (+63)

1.88% more ownership

Funds ownership: 62.12%64% (+1.9%)

Holders
2,556
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
30.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.28%
New
217
Increased
1,134
Reduced
830
Closed
109
Calls
$1.05B
Puts
$882M
Net Calls
+$167M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
2001
Weaver Consulting Group
California
$259K +$977 +14 +0.4%
SPWM
2002
Smith Partners Wealth Management
North Carolina
$259K
WAG
2003
Winthrop Advisory Group
Massachusetts
$259K +$247K +3,544 New
TCOO
2004
Trust Company of Oklahoma
Oklahoma
$258K +$6.7K +96 +3%
ILI
2005
Invesco LLC (Illinois)
Illinois
$258K
CA
2006
CapWealth Advisors
Tennessee
$258K
NDBT
2007
North Dallas Bank & Trust
Texas
$258K -$9.28K -133 -4%
MPW
2008
Magnolia Private Wealth
Pennsylvania
$258K +$7.12K +102 +3%
AWA
2009
ARQ Wealth Advisors
Arizona
$257K
AWM
2010
Aries Wealth Management
Maine
$257K
PDL
2011
Portfolio Design Labs
California
$257K +$209 +3 +0.1%
SFG
2012
Shum Financial Group
California
$256K -$1.12K -16 -0.4%
OCPWS
2013
One Charles Private Wealth Services
Massachusetts
$256K +$70 +1 +0%
FDCP
2014
Foster Dykema Cabot & Partners
Massachusetts
$256K
FNFDCM
2015
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$255K -$5.72K -82 -2%
FWA
2016
FSM Wealth Advisors
Ohio
$255K +$20.7K +297 +9%
SHFA
2017
SS&H Financial Advisors
Michigan
$255K +$248K +3,550 New
AOWM
2018
Asset One Wealth Management
Washington
$254K +$419 +6 +0.2%
WAM
2019
Worth Asset Management
Texas
$254K +$21.2K +304 +9%
AM
2020
Atwater Malick
Pennsylvania
$253K +$246K +3,523 New
TWA
2021
Talisman Wealth Advisors
New Jersey
$253K +$246K +3,518 New
PWP
2022
Perfromance Wealth Partners
Illinois
$252K -$14.1K -202 -5%
DAS
2023
Daybright Advisory Services
Florida
$252K +$5.37K +77 +2%
APW
2024
Acima Private Wealth
Virginia
$252K
TF
2025
Trek Financial
Arizona
$252K -$55.8K -800 -19%

MO Hedge Fund Activity: Q2 2026 in Review

2,556 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2026, worth a combined $77B — up 12% from $68.6B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new MO positions and 109 closed out — a net gain of 108 holders — while 1,134 added to existing stakes and 830 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $2.3B. The largest seller was Barclays, cutting an estimated $157M.

  • 2,556 institutional investors held Altria Group (MO) as of Q2 2026, up from 2,493 in Q1 2026.
  • Funds reported $77B of Altria Group stock for Q2 2026, up 12% quarter-over-quarter.
  • 217 funds opened new Altria Group positions in Q2 2026 and 109 closed out, a net change of +108 holders.
  • The largest Altria Group buyer in Q2 2026 was Capital Research Global Investors, an estimated $2.3B added.
  • The largest Altria Group seller in Q2 2026 was Barclays, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2026.