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Altria Group

2,493 hedge funds and large institutions have $68.6B invested in Altria Group in 2026 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 1,003 increasing their positions, 887 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 104

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

24% more call options, than puts

Call options by funds: $947M | Put options by funds: $765M

14% more capital invested

Capital invested by funds: $60.4B → $68.6B (+$8.19B)

13% more repeat investments, than reductions

Existing positions increased: 1,003 | Existing positions reduced: 887

4% more funds holding

Funds holding: 2,3892,493 (+104)

0.24% less ownership

Funds ownership: 62.36%62.12% (-0.24%)

Holders
2,493
Holders Change
+104
Holders Change %
+4.35%
% of All Funds
30.51%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.27%
New
253
Increased
1,003
Reduced
887
Closed
104
Calls
$947M
Puts
$765M
Net Calls
+$181M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2376
Darwin Wealth Management
Florida
$30.8K -$257 -4 -0.8%
BCWM
2377
Ball & Co Wealth Management
Tennessee
$30K +$579 +9 +2%
FFL
2378
Financial Freedom LLC
Ohio
$30K
JGCM
2379
Joseph Group Capital Management
Ohio
$29.7K +$22.5K +349 +346%
NL
2380
NVWM LLC
Pennsylvania
$27.8K
NOI
2381
Newton One Investments
Delaware
$27.7K +$515 +8 +2%
MS
2382
Monetary Solutions
Ohio
$27.3K
PIS
2383
POM Investment Strategies
North Carolina
$27.1K
WBWA
2384
William B. Walkup & Associates
South Carolina
$26.8K
PMFA
2385
Plante Moran Financial Advisors
Michigan
$26.7K -$1.93K -30 -7%
GK
2386
Graney & King
New York
$26.5K +$322 +5 +1%
TTIC
2387
Tower Trust & Investment Company
Iowa
$26.4K
SSG
2388
Summit Securities Group
New York
$24.8K -$509K -7,916 -95%
RPA
2389
Redwood Park Advisors
California
$24.5K +$450 +7 +2%
FLP
2390
Financial Life Planners
Arizona
$24.1K +$23.5K +365 New
CFP
2391
Comprehensive Financial Planning
Pennsylvania
$23.4K +$5.6K +87 +33%
SHIM
2392
Stone House Investment Management
Pennsylvania
$23.3K +$13.8K +214 +154%
PWS
2393
Peterson Wealth Services
Utah
$22.6K
ECM
2394
Estabrook Capital Management
New York
$22.6K +$5.02K +78 +30%
AWM
2395
Abound Wealth Management
Tennessee
$22.3K +$1.67K +26 +8%
CTB
2396
Country Trust Bank
Illinois
$22K -$5.02K -78 -19%
ACM
2397
Anfield Capital Management
California
$21.7K -$13.5K -210 -39%
CA
2398
Cache Advisors
California
$21.1K +$20.6K +320 New
GWS
2399
Greykasell Wealth Strategies
California
$20.4K +$6.76K +105 +51%
FCMT
2400
Founders Capital Management (Texas)
Texas
$20.2K

MO Hedge Fund Activity: Q1 2026 in Review

2,493 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2026, worth a combined $68.6B — up 14% from $60.4B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new MO positions and 104 closed out — a net gain of 149 holders — while 1,003 added to existing stakes and 887 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $871M. The largest seller was Charles Schwab, cutting an estimated $723M.

  • 2,493 institutional investors held Altria Group (MO) as of Q1 2026, up from 2,389 in Q4 2025.
  • Funds reported $68.6B of Altria Group stock for Q1 2026, up 14% quarter-over-quarter.
  • 253 funds opened new Altria Group positions in Q1 2026 and 104 closed out, a net change of +149 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.