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Altria Group
MO

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: 17 → 22 (+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: 2,389 → 2,493 (+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

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
Nuveen
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
AAM
2526
Alphadyne Asset Management
New York
– -$830K -14,395 Closed
CCM
2527
Capstone Capital Management
– -$712K -12,350 Closed
NWA
2528
Navis Wealth Advisors
New York
– -$699K -12,127 Closed
DTL
2529
Dynamic Technology Lab
Singapore
– -$698K -12,110 Closed
MM
2530
MQS Management
New York
– -$631K -10,938 Closed
1C
2531
111 Capital
France
– -$540K -9,359 Closed
ALAM
2532
Asahi Life Asset Management
Japan
– -$519K -8,996 Closed
FA
2533
Fermata Advisors
California
– -$437K -7,586 Closed
M1FG
2534
Mach-1 Financial Group
Arkansas
– -$421K -7,306 Closed
MG
2535
Marex Group
– -$405K -7,032 Closed
CG
2536
Cynosure Group
Utah
– -$396K -6,875 Closed
GP
2537
Geneva Partners
Wisconsin
– -$362K -6,278 Closed
EW
2538
Expressive Wealth
Illinois
– -$352K -6,104 Closed
AIA
2539
Allied Investment Advisors
Montana
– -$339K -5,886 Closed
SG
2540
Strid Group
Pennsylvania
– -$303K -5,258 Closed
NRC
2541
New Republic Capital
North Carolina
– -$302K -5,143 Closed
SCP
2542
Sivia Capital Partners
California
– -$289K -5,007 Closed
TB
2543
Terril Brothers
Missouri
– -$285K -4,940 Closed
SMA
2544
Sage Mountain Advisors
Georgia
– -$264K -4,579 Closed
PHWM
2545
Pine Harbor Wealth Management
Maryland
– -$254K -4,403 Closed
BI
2546
BFI Infinity
Switzerland
– -$243K -4,219 Closed
SIM
2547
Sentry Investment Management
Wisconsin
– -$243K -4,210 Closed
SQA
2548
Simon Quick Advisors
New Jersey
– -$242K -4,203 Closed
DS
2549
DRW Securities
Illinois
– -$236K -4,126 Closed
MA
2550
Mezzasalma Advisors
New Jersey
– -$235K -4,102 Closed
100 101
102
103 104

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.