We are live on ! Find out more
MO icon

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
SFAM
2426
Sawyer Falduto Asset Management
Illinois
$12.2K
EPAM
2427
Evelyn Partners Asset Management
$11.9K
RDFA
2428
Ritter Daniher Financial Advisory
Ohio
$11.6K +$322 +5 +3%
RFA
2429
Reyes Financial Architecture
California
$11.6K
BHWM
2430
Bay Harbor Wealth Management
Maryland
$11.3K +$4.5K +70 +69%
PS
2431
PayPay Securities
Japan
$11.2K -$2.38K -37 -18%
MAM
2432
Marquette Asset Management
Minnesota
$10.8K +$515 +8 +5%
KG
2433
Kilter Group
New York
$10.6K +$2.32K +36 +29%
PMIM
2434
Prudent Man Investment Management
Colorado
$10.4K
RWM
2435
Raffa Wealth Management
District of Columbia
$10.2K +$4.63K +72 +88%
FRA
2436
Front Row Advisors
California
$9.92K
IWMWV
2437
Ironwood Wealth Management (West Virginia)
West Virginia
$9.58K +$9.14K +142 New
CWP
2438
Clark Wealth Partners
Illinois
$9.25K -$34.6K -538 -80%
BDPWM
2439
Barnes Dennig Private Wealth Management
Ohio
$9.24K
AP
2440
Aspect Partners
Virginia
$9.17K
PCM
2441
Penserra Capital Management
California
$9K
HNW
2442
High Note Wealth
Minnesota
$8.84K +$3.15K +49 +58%
NWS
2443
Nvest Wealth Strategies
Ohio
$8.78K +$836 +13 +11%
BFS
2444
Beacon Financial Strategies
North Carolina
$8.45K
UFPG
2445
United Financial Planning Group
New York
$8.45K +$8.24K +128 New
MWA
2446
Merkkuri Wealth Advisors
New York
$7.41K +$7.21K +112 New
SC
2447
Swan Capital
Florida
$6.93K +$1.93K +30 +40%
HC
2448
Hara Capital
Washington
$6.71K
PWA
2449
Provenance Wealth Advisors
Florida
$6.6K -$11.1K -173 -63%
CAC
2450
Core Alternative Capital
Georgia
$6.6K

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.