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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
PMFA
2376
Plante Moran Financial Advisors
Michigan
$26.7K -$1.93K -30 -7%
GK
2377
Graney & King
New York
$26.5K +$322 +5 +1%
TTIC
2378
Tower Trust & Investment Company
Iowa
$26.4K
SSG
2379
Summit Securities Group
New York
$24.8K -$509K -7,916 -95%
RPA
2380
Redwood Park Advisors
California
$24.5K +$450 +7 +2%
FLP
2381
Financial Life Planners
Arizona
$24.1K +$23.5K +365 New
CFP
2382
Comprehensive Financial Planning
Pennsylvania
$23.4K +$5.6K +87 +33%
SHIM
2383
Stone House Investment Management
Pennsylvania
$23.3K +$13.8K +214 +154%
PWS
2384
Peterson Wealth Services
Utah
$22.6K
ECM
2385
Estabrook Capital Management
New York
$22.6K +$5.02K +78 +30%
AWM
2386
Abound Wealth Management
Tennessee
$22.3K +$1.67K +26 +8%
CTB
2387
Country Trust Bank
Illinois
$22K -$5.02K -78 -19%
ACM
2388
Anfield Capital Management
California
$21.7K -$13.5K -210 -39%
CA
2389
Cache Advisors
California
$21.1K +$20.6K +320 New
GWS
2390
Greykasell Wealth Strategies
California
$20.4K +$6.76K +105 +51%
FCMT
2391
Founders Capital Management (Texas)
Texas
$20.2K
TCM
2392
Tradewinds Capital Management
Washington
$20.2K +$386 +6 +2%
RWS
2393
Retirement Wealth Solutions
Wisconsin
$20K -$8.11K -126 -29%
EIPL
2394
Essential Investment Partners LLC
Colorado
$19.9K +$14.5K +225 +296%
GWSA
2395
Global Wealth Strategies & Associates
Colorado
$19.8K -$257 -4 -1%
JFA
2396
JNBA Financial Advisors
Minnesota
$19.3K
BAM
2397
BOCHK Asset Management
Hong Kong
$18.5K +$18K +280 New
EFMH
2398
E Fund Management (HK)
Hong Kong
$18.1K +$16.9K +263 +2,391%
T
2399
Tidemark
California
$18K +$772 +12 +5%
EA
2400
Evolution Advisers
Virginia
$18K

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.