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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
CJ
2276
Caitlin John
Michigan
$75.9K
LD
2277
Lipe & Dalton
New York
$74K +$72.4K +1,125 New
GCM
2278
Gunpowder Capital Management
Maryland
$74K +$515 +8 +0.7%
GEA
2279
Glen Eagle Advisors
New Jersey
$73.5K -$35.7K -555 -33%
GTAM
2280
Global Trust Asset Management
Florida
$73.5K
KFAS
2281
Keating Financial Advisory Services
Kansas
$73.4K -$596K -9,262 -89%
MAM
2282
Meeder Asset Management
Ohio
$72.9K +$55.4K +861 +353%
TC
2283
Tacita Capital
Ontario, Canada
$72.6K
VWA
2284
VSM Wealth Advisory
Maryland
$70.7K +$708 +11 +1%
TVWM
2285
Tower View Wealth Management
Wisconsin
$70.6K +$1.22K +19 +2%
BHWM
2286
Beaird Harris Wealth Management
Texas
$70.4K
CFS
2287
CGC Financial Services
Oregon
$70.2K
CWM
2288
Copia Wealth Management
Oregon
$70.1K
IRAG
2289
Investment Research & Advisory Group
Georgia
$70.1K +$2.9K +45 +5%
BLC
2290
Brown, Lisle/Cummings
Rhode Island
$69.3K
WA
2291
Walsh & Associates
Florida
$68.2K
NECFA
2292
New England Capital Financial Advisors
Connecticut
$67.6K +$1.09K +17 +2%
BGAI
2293
Bruce G. Allen Investments
Colorado
$66.3K -$5.08K -79 -7%
MSWA
2294
Marshall & Sterling Wealth Advisors
New York
$66K
PP
2295
Pingora Partners
Wyoming
$66K
CAIM
2296
Catherine Avery Investment Management
Florida
$66K +$53.4K +830 +488%
GCP
2297
Gill Capital Partners
Colorado
$66K +$64.3K +1,000 New
B
2298
Bayban
Minnesota
$65.9K +$64.3K +999 New
VR
2299
Vision Retirement
New Jersey
$64.6K -$6.56K -102 -9%
FWA
2300
Flagship Wealth Advisors
Massachusetts
$64.5K

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.