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Altria Group
MO

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: 16 → 20 (+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: 2,384 → 2,482 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$871M
2
Goldman Sachs
Goldman Sachs
New York
+$271M
3
JP Morgan Chase
JP Morgan Chase
New York
+$234M
4
Morgan Stanley
Morgan Stanley
New York
+$138M
5
N
Nuveen
North Carolina
+$123M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$723M
2
BlackRock
BlackRock
New York
-$326M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$178M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$155M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
2501
iSAM Funds (UK)
United Kingdom
– -$1.55M -26,820 Closed
GCP
2502
GSA Capital Partners
United Kingdom
– -$1.35M -23,430 Closed
LCM
2503
Logan Capital Management
Pennsylvania
– -$1.51M -23,424 Closed
Capstone Investment Advisors
2504
Capstone Investment Advisors
New York
– -$1.4M -21,695 Closed
FC
2505
FORA Capital
Florida
– -$1.53M -21,091 Closed
WG
2506
Winton Group
United Kingdom
– -$1.08M -18,791 Closed
IA
2507
IFG Advisory
Georgia
– -$1.08M -18,768 Closed
CL
2508
CSS LLC
Illinois
– -$1.01M -17,489 Closed
ECM
2509
Element Capital Management
New York
– -$998K -17,307 Closed
PS
2510
Portfolio Strategies
New York
– -$980K -16,998 Closed
BCM
2511
Bluefin Capital Management
New York
– -$971K -16,833 Closed
PEA
2512
Park Edge Advisors
Ohio
– -$936K -16,234 Closed
AI
2513
Atom Investors
Texas
– -$838K -14,528 Closed
AC
2514
Armistice Capital
New York
– -$831K -14,406 Closed
AAM
2515
Alphadyne Asset Management
New York
– -$830K -14,395 Closed
CCM
2516
Capstone Capital Management
– -$712K -12,350 Closed
NWA
2517
Navis Wealth Advisors
New York
– -$699K -12,127 Closed
DTL
2518
Dynamic Technology Lab
Singapore
– -$698K -12,110 Closed
MM
2519
MQS Management
New York
– -$631K -10,938 Closed
1C
2520
111 Capital
France
– -$540K -9,359 Closed
ALAM
2521
Asahi Life Asset Management
Japan
– -$519K -8,996 Closed
FA
2522
Fermata Advisors
California
– -$437K -7,586 Closed
M1FG
2523
Mach-1 Financial Group
Arkansas
– -$421K -7,306 Closed
MG
2524
Marex Group
– -$405K -7,032 Closed
CG
2525
Cynosure Group
Utah
– -$396K -6,875 Closed
99 100
101
102 103

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.