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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
TCM
2401
Tradewinds Capital Management
Washington
$20.2K +$386 +6 +2%
RWS
2402
Retirement Wealth Solutions
Wisconsin
$20K -$8.11K -126 -29%
EIP
2403
Essential Investment Partners
Colorado
$19.9K +$14.5K +225 +296%
GWSA
2404
Global Wealth Strategies & Associates
Colorado
$19.8K -$257 -4 -1%
JFA
2405
JNBA Financial Advisors
Minnesota
$19.3K
BAM
2406
BOCHK Asset Management
Hong Kong
$18.5K +$18K +280 New
EFMH
2407
E Fund Management (HK)
Hong Kong
$18.1K +$16.9K +263 +2,391%
T
2408
Tidemark
California
$18K +$772 +12 +5%
EA
2409
Evolution Advisers
Virginia
$18K
GFA
2410
Godfrey Financial Associates
New York
$17.9K -$322 -5 -2%
WA
2411
Westfuller Advisors
New York
$16.6K -$643 -10 -4%
AF
2412
Align Financial
Minnesota
$16.5K -$911K -14,165 -98%
WAG
2413
Wiser Advisor Group
Arizona
$16.4K +$257 +4 +2%
SGK
2414
Steigerwald Gordon & Koch
Virginia
$16.4K
MTI
2415
Merrithew & Thorsten Inc
California
$16K +$322 +5 +2%
FP
2416
Financial Perspectives
Minnesota
$16K +$129 +2 +0.8%
SR
2417
Swiss Re
Switzerland
$15.6K
W
2418
WealthCollab
Washington
$15.6K -$5.66K -88 -27%
LAS
2419
Lloyd Advisory Services
Georgia
$14.8K -$270K -4,195 -95%
KFG
2420
Kingdom Financial Group
Arizona
$14.8K +$257 +4 +2%
VWA
2421
Valued Wealth Advisors
Utah
$14K
MO
2422
McMillan Office
Michigan
$13.9K
FA
2423
Fountainhead AM
New Jersey
$13.6K +$13.3K +206 New
NF
2424
Napier Financial
Massachusetts
$13.4K +$13.1K +204 New
VFM
2425
Vision Financial Markets
Connecticut
$13.2K

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.