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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
BA
2301
Ballast Advisors
Minnesota
$63.9K +$62.3K +969 New
MIFH
2302
Migdal Insurance & Financial Holdings
Israel
$62.3K +$60.7K +944 New
CT
2303
Clearstead Trust
Maine
$61.4K -$8.88K -138 -13%
PWMG
2304
Private Wealth Management Group
New Jersey
$60.4K
WBC
2305
West Branch Capital
Massachusetts
$59.8K
EWM
2306
Evolution Wealth Management
Florida
$59.3K +$836 +13 +1%
CTA
2307
Colonial Trust Advisors
South Carolina
$58.5K -$3.22K -50 -5%
KFP
2308
Kerr Financial Planning
California
$57K +$64 +1 +0.1%
BC
2309
Bulwark Capital
Florida
$55.8K
ICM
2310
Islay Capital Management
Texas
$55.6K
IWP
2311
IAG Wealth Partners
Wisconsin
$55.2K +$836 +13 +2%
QL
2312
Quarry LP
New York
$54.2K -$117K -1,825 -69%
SWA
2313
SOA Wealth Advisors
New York
$53.7K -$22.6K -352 -30%
SC
2314
Sawyer & Company
Massachusetts
$52.8K -$6.43K -100 -11%
ATC
2315
Advantage Trust Company
Kansas
$52.8K
AW
2316
Ankerstar Wealth
Texas
$52.7K -$2.19K -34 -4%
1CP
2317
1015 Capital Partners
Pennsylvania
$52.6K +$16.1K +250 +46%
FIA
2318
FNY Investment Advisers
New York
$52K -$109K -1,700 -68%
CFG
2319
Chapman Financial Group
Hawaii
$51.9K
CFSG
2320
Community Financial Services Group
Vermont
$51.5K +$50.6K +787 New
CC
2321
Corsicana & Co
Texas
$51.4K +$2.64K +41 +5%
S
2322
Sachetta
Massachusetts
$50.6K +$772 +12 +2%
DWS
2323
Dynamic Wealth Strategies
California
$48.9K
CIAS
2324
CBIZ Investment Advisory Services
Ohio
$48.9K -$12.3K -191 -21%
ADL
2325
Asset Dedication LLC
California
$48.3K

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.