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
BlackRock
1
BlackRock
New York
$8.23B -$326M -5,061,285 -4%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$7.18B +$7B +108,836,042 New
State Street
3
State Street
Massachusetts
$4.81B -$66.8M -1,038,212 -1%
Charles Schwab
4
Charles Schwab
California
$3.58B -$723M -11,236,807 -17%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.11B +$66.8M +1,037,940 +2%
Vanguard Portfolio Management
6
Vanguard Portfolio Management
Pennsylvania
$2.32B +$2.27B +35,208,188 New
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.69B +$871M +13,531,844 +111%
Morgan Stanley
8
Morgan Stanley
New York
$1.61B +$138M +2,149,556 +10%
GQG Partners
9
GQG Partners
Florida
$1.57B -$78.6M -1,221,598 -5%
Ameriprise
10
Ameriprise
Minnesota
$1.42B -$19M -295,271 -1%
Capital World Investors
11
Capital World Investors
California
$1.22B -$1.23M -19,188 -0.1%
Northern Trust
12
Northern Trust
Illinois
$1.06B -$21.2M -330,170 -2%
Bank of America
13
Bank of America
North Carolina
$996M -$53M -823,167 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$875M +$234M +3,636,441 +39%
Goldman Sachs
15
Goldman Sachs
New York
$865M +$271M +4,213,529 +47%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$853M +$8.6M +133,676 +1%
Invesco
17
Invesco
Georgia
$774M -$12.1M -188,252 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$648M +$50.4M +783,574 +9%
Vanguard Fiduciary Trust
19
Vanguard Fiduciary Trust
Pennsylvania
$623M +$608M +9,443,583 New
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$607M -$178M -2,762,939 -23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$528M -$116M -1,800,302 -18%
Nuveen
22
Nuveen
North Carolina
$514M +$123M +1,910,059 +32%
UBS Group
23
UBS Group
Switzerland
$499M -$50.5M -784,795 -9%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$462M -$33.4M -518,618 -7%
First Trust Advisors
25
First Trust Advisors
Illinois
$443M +$2.66M +41,333 +0.6%

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.