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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
Barclays
26
Barclays
United Kingdom
$415M -$63M -978,662 -13%
UBS AM
27
UBS AM
Illinois
$398M +$10.8M +167,400 +3%
LSV Asset Management
28
LSV Asset Management
Illinois
$395M +$50.4M +782,882 +15%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$389M +$1.65M +25,671 +0.4%
Raymond James Financial
30
Raymond James Financial
Florida
$369M -$9.19M -142,827 -2%
AQR Capital Management
31
AQR Capital Management
Connecticut
$352M +$16M +249,337 +5%
Wells Fargo
32
Wells Fargo
California
$351M +$15.7M +243,564 +5%
Allianz Asset Management
33
Allianz Asset Management
Germany
$328M -$155M -2,408,530 -33%
Swiss National Bank
34
Swiss National Bank
Switzerland
$325M +$20.8M +323,100 +7%
National Pension Service
35
National Pension Service
South Korea
$321M -$2.04M -31,707 -0.6%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$306M -$4.03M -62,686 -1%
LPL Financial
37
LPL Financial
California
$304M +$12.4M +192,435 +4%
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$290M -$4.42M -68,676 -2%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$276M +$3.08M +47,822 +1%
SLAM
40
Swiss Life Asset Management
$270M +$8.9M +138,351 +4%
Deutsche Bank
41
Deutsche Bank
Germany
$264M +$284K +4,421 +0.1%
Franklin Resources
42
Franklin Resources
California
$251M +$60.4M +938,058 +33%
Mitsubishi UFJ Asset Management
43
Mitsubishi UFJ Asset Management
Japan
$250M +$15.7M +244,109 +7%
Vanguard Global Advisers
44
Vanguard Global Advisers
Pennsylvania
$249M +$243M +3,772,371 New
HSBC Holdings
45
HSBC Holdings
United Kingdom
$249M -$55.9M -868,494 -19%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$239M +$11.3M +175,288 +5%
LCOV
47
London Company of Virginia
Virginia
$237M -$15.9M -246,848 -6%
Marshall Wace
48
Marshall Wace
United Kingdom
$230M -$51.1M -794,847 -19%
Victory Capital Management
49
Victory Capital Management
Texas
$224M -$5.78M -89,853 -3%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$220M +$2.9M +45,145 +1%
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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.