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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
UIA
2326
Ulland Investment Advisors
Minnesota
$48K -$643 -10 -1%
SVWA
2327
Sarver Vrooman Wealth Advisors
Missouri
$47.6K +$5.08K +79 +12%
VWM
2328
Valley Wealth Managers
New Jersey
$47.4K
MGI
2329
Miller Global Investments
Texas
$47.1K
DFA
2330
DHJJ Financial Advisors
Illinois
$47K +$21.4K +333 +88%
LIA
2331
Luken Investment Analytics
Tennessee
$46.2K
SJIM
2332
St. Johns Investment Management
Florida
$45.5K
TCM
2333
TD Capital Management
Tennessee
$45.3K +$386 +6 +0.9%
EPIME
2334
Evelyn Partners Investment Management (Europe)
$44.7K
KAS
2335
Kemnay Advisory Services
New York
$44.4K -$18.4K -286 -30%
CMA
2336
Cedar Mountain Advisors
Oregon
$44.3K +$20.8K +324 +93%
WOSD
2337
WFA of San Diego
California
$43.9K
AF
2338
Abound Financial
California
$43.8K
BC
2339
Bayforest Capital
United Kingdom
$43.8K -$4.44K -69 -9%
CFM
2340
Cornerstone Financial Management
Massachusetts
$42.8K +$1.48K +23 +4%
MSWM
2341
Mowery & Schoenfeld Wealth Management
Illinois
$42.2K -$15.6K -243 -28%
PS
2342
Pinney & Scofield
Massachusetts
$41.6K
BP
2343
BNP Paribas
France
$41.6K
MIM
2344
Marshall Investment Management
Colorado
$41.2K +$40.1K +624 New
KCM
2345
Key Capital Management
Tennessee
$40.4K +$36K +560 +1,057%
PL
2346
Protective Life
Alabama
$39.6K +$38.6K +600 New
BW
2347
Basepoint Wealth
Iowa
$39K -$32.6K -507 -46%
PP
2348
Paladin Partners
Wisconsin
$38.3K +$708 +11 +2%
OAJ
2349
Ogorek Anthony Joseph
New York
$38K +$3.15K +49 +9%
FG
2350
Fairman Group
Pennsylvania
$36.8K +$643 +10 +2%

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.