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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
LWM
2201
Lodestone Wealth Management
Washington
$134K +$901 +14 +0.7%
QWM
2202
Quaker Wealth Management
New Jersey
$132K -$7.53K -117 -6%
ETS
2203
ESL Trust Services
New York
$132K
WAS
2204
Winch Advisory Services
Wisconsin
$131K -$11.8K -183 -8%
SIM
2205
Synergy Investment Management
Florida
$130K +$126K +1,965 New
EP
2206
Essential Partners
California
$129K +$17.7K +275 +16%
M
2207
MOTCO
Texas
$128K -$61.9K -962 -33%
OCM
2208
Orion Capital Management
California
$126K +$2.25K +35 +2%
ACM
2209
Aster Capital Management
United Arab Emirates
$125K +$134K +2,077 New
VWM
2210
Vermillion Wealth Management
Minnesota
$122K +$1.42K +22 +1%
RWM
2211
Rialto Wealth Management
New York
$122K +$19.2K +299 +19%
TPWA
2212
Twin Peaks Wealth Advisors
California
$121K +$118K +1,833 New
CTWM
2213
Cherry Tree Wealth Management
Minnesota
$121K
DCM
2214
Dorato Capital Management
Colorado
$120K
CW
2215
CrossGen Wealth
North Carolina
$119K -$5.66K -88 -5%
CWM
2216
Cranbrook Wealth Management
Michigan
$118K +$901 +14 +0.8%
MCA
2217
McGuire Capital Advisors
Oklahoma
$116K -$169K -2,623 -60%
GKIM
2218
GW&K Investment Management
Massachusetts
$115K -$386 -6 -0.3%
CFD
2219
Creative Financial Designs
Indiana
$115K +$13.8K +215 +14%
IAAG
2220
Innovative Asset Advisors Group
Connecticut
$115K +$110K +1,711 New
AGA
2221
Arkos Global Advisors
Texas
$114K +$111K +1,723 New
WSA
2222
Wealth Science Advisors
Georgia
$112K +$125K +1,949 New
NI
2223
NCP Inc
California
$112K
PWM
2224
Peterson Wealth Management
Nevada
$110K +$108K +1,671 New
WA
2225
WPG Advisers
Maryland
$110K -$25.2K -392 -19%

MO Hedge Fund Activity: Q1 2026 in Review

2,483 of the 8,128 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.