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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
FRA
2426
Front Row Advisors
California
$9.92K
IWMWV
2427
Ironwood Wealth Management (West Virginia)
West Virginia
$9.58K +$9.14K +142 New
CWP
2428
Clark Wealth Partners
Illinois
$9.25K -$34.6K -538 -80%
BDPWM
2429
Barnes Dennig Private Wealth Management
Ohio
$9.24K
AP
2430
Aspect Partners
Virginia
$9.17K
PCM
2431
Penserra Capital Management
California
$9K
HNW
2432
High Note Wealth
Minnesota
$8.84K +$3.15K +49 +58%
NWS
2433
Nvest Wealth Strategies
Ohio
$8.78K +$836 +13 +11%
BFS
2434
Beacon Financial Strategies
North Carolina
$8.45K
UFPG
2435
United Financial Planning Group
New York
$8.45K +$8.24K +128 New
MWA
2436
Merkkuri Wealth Advisors
New York
$7.41K +$7.21K +112 New
SC
2437
Swan Capital
Florida
$6.93K +$1.93K +30 +40%
HC
2438
Hara Capital
Washington
$6.71K
PWA
2439
Provenance Wealth Advisors
Florida
$6.6K -$11.1K -173 -63%
CAC
2440
Core Alternative Capital
Georgia
$6.6K
NRWA
2441
North Ridge Wealth Advisors
Oregon
$6.6K
QPBE
2442
Quintet Private Bank (Europe)
Luxembourg
$6.6K
RTL
2443
Red Tortoise LLC
Georgia
$6.6K
RF
2444
Robinswood Financial
Washington
$6.6K
SA
2445
Seneschal Advisors
Washington
$6.6K
MWC
2446
MBM Wealth Consultants
Missouri
$6.6K +$6.43K +100 New
EF
2447
Entrust Financial
Pennsylvania
$6.53K -$836 -13 -12%
SRCM
2448
Signature Resources Capital Management
California
$5.67K -$708 -11 -11%
IAS
2449
IMA Advisory Services
Colorado
$5.09K +$515 +8 +12%
WA
2450
WestEnd Advisors
North Carolina
$4.75K

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.