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Altria Group

2,482 hedge funds and large institutions have $68.5B invested in Altria Group in 2026 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 999 increasing their positions, 884 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 250 | 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: 2,3842,482 (+98)

0.31% less ownership

Funds ownership: 62.35%62.05% (-0.31%)

Holders
2,482
Holders Change
+98
Holders Change %
+4.11%
% of All Funds
30.54%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
250
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
IWMWV
2426
Ironwood Wealth Management (West Virginia)
West Virginia
$9.58K +$9.14K +142 New
CWP
2427
Clark Wealth Partners
Illinois
$9.25K -$34.6K -538 -80%
BDPWM
2428
Barnes Dennig Private Wealth Management
Ohio
$9.24K
AP
2429
Aspect Partners
Virginia
$9.17K
PCM
2430
Penserra Capital Management
California
$9K
HNW
2431
High Note Wealth
Minnesota
$8.84K +$3.15K +49 +58%
NWS
2432
Nvest Wealth Strategies
Ohio
$8.78K +$836 +13 +11%
BFS
2433
Beacon Financial Strategies
North Carolina
$8.45K
UFPG
2434
United Financial Planning Group
New York
$8.45K +$8.24K +128 New
MWA
2435
Merkkuri Wealth Advisors
New York
$7.41K +$7.21K +112 New
SC
2436
Swan Capital
Florida
$6.93K +$1.93K +30 +40%
HC
2437
Hara Capital
Washington
$6.71K
PWA
2438
Provenance Wealth Advisors
Florida
$6.6K -$11.1K -173 -63%
CAC
2439
Core Alternative Capital
Georgia
$6.6K
NRWA
2440
North Ridge Wealth Advisors
Oregon
$6.6K
QPBE
2441
Quintet Private Bank (Europe)
Luxembourg
$6.6K
RTL
2442
Red Tortoise LLC
Georgia
$6.6K
RF
2443
Robinswood Financial
Washington
$6.6K
SA
2444
Seneschal Advisors
Washington
$6.6K
MWC
2445
MBM Wealth Consultants
Missouri
$6.6K +$6.43K +100 New
EF
2446
Entrust Financial
Pennsylvania
$6.53K -$836 -13 -12%
SRCM
2447
Signature Resources Capital Management
California
$5.67K -$708 -11 -11%
IAS
2448
IMA Advisory Services
Colorado
$5.09K +$515 +8 +12%
WA
2449
WestEnd Advisors
North Carolina
$4.75K
AS
2450
Altshuler Shaham
Israel
$4.16K -$450 -7 -10%

MO Hedge Fund Activity: Q1 2026 in Review

2,482 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: 250 funds opened new MO positions and 103 closed out — a net gain of 147 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.

  • 2,482 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.
  • 250 funds opened new Altria Group positions in Q1 2026 and 103 closed out, a net change of +147 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.