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Altria Group

2,350 hedge funds and large institutions have $68.3B invested in Altria Group in 2025 Q3 according to their latest regulatory filings, with 233 funds opening new positions, 1,006 increasing their positions, 765 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 106

32% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 765

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

13% more capital invested

Capital invested by funds: $60.6B → $68.3B (+$7.75B)

4% more funds holding

Funds holding: 2,2642,350 (+86)

0.18% more ownership

Funds ownership: 61.24%61.41% (+0.18%)

16% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.01B

Holders
2,350
Holders Change
+86
Holders Change %
+3.8%
% of All Funds
30.84%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.34%
New
233
Increased
1,006
Reduced
765
Closed
106
Calls
$851M
Puts
$1.01B
Net Calls
-$162M
Net Calls Change
-$303M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
276
IEQ Capital
California
$12.8M +$11.3M +178,341 +1,112%
AMBIA
277
Allen Mooney & Barnes Investment Advisors
Georgia
$12.8M +$296K +4,667 +2%
William Blair & Company
278
William Blair & Company
Illinois
$12.7M +$33.3K +525 +0.3%
OPERF
279
Oregon Public Employees Retirement Fund
Oregon
$12.7M +$2.94M +46,416 +32%
ASN
280
Advisory Services Network
Georgia
$12.7M -$341K -5,378 -3%
CWP
281
Cyndeo Wealth Partners
Florida
$12.4M -$140K -2,202 -1%
IIM
282
INTECH Investment Management
Florida
$12.4M -$6.84M -108,018 -37%
RWM
283
Ritholtz Wealth Management
New York
$12.3M +$384K +6,067 +3%
P
284
&Partners
Tennessee
$12.1M +$1.86M +29,377 +19%
MOACM
285
Mutual of America Capital Management
New York
$12M -$703K -11,103 -6%
JWCA
286
J.W. Cole Advisors
Florida
$11.9M +$19.8K +313 +0.2%
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$11.7M +$636K +10,037 +6%
FNT
288
First National Trust
Pennsylvania
$11.7M +$116K +1,837 +1%
ONB
289
Old National Bancorp
Indiana
$11.7M +$968K +15,281 +9%
VFM
290
Viking Fund Management
North Dakota
$11.7M +$111K +1,750 +1%
BCI
291
Brinker Capital Investments
Pennsylvania
$11.6M +$27.6K +436 +0.2%
KPWS
292
Kestra Private Wealth Services
Texas
$11.5M +$607K +9,582 +6%
GRQ
293
Gardner Russo & Quinn
Pennsylvania
$10.9M -$1.63M -25,747 -13%
JFGIW
294
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9M -$753K -11,885 -7%
Parallax Volatility Advisers
295
Parallax Volatility Advisers
California
$10.7M +$10.3M +162,664 New
VWA
296
Visionary Wealth Advisors
Illinois
$10.6M -$335K -5,286 -3%
BHCM
297
Brevan Howard Capital Management
Jersey
$10.5M -$2.15M -33,985 -18%
DILIC
298
Dai-ichi Life Insurance Company
Japan
$10.5M +$1.46M +23,083 +17%
SW
299
SteelPeak Wealth
California
$10.5M -$981K -15,484 -9%
HT
300
Heritage Trust
Oklahoma
$10.4M +$338K +5,336 +4%

MO Hedge Fund Activity: Q3 2025 in Review

2,350 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2025, worth a combined $68.3B — up 13% from $60.6B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new MO positions and 106 closed out — a net gain of 127 holders — while 1,006 added to existing stakes and 765 trimmed.

The largest buyer was Marshall Wace, adding an estimated $210M. The largest seller was Capital World Investors, cutting an estimated $658M.

  • 2,350 institutional investors held Altria Group (MO) as of Q3 2025, up from 2,264 in Q2 2025.
  • Funds reported $68.3B of Altria Group stock for Q3 2025, up 13% quarter-over-quarter.
  • 233 funds opened new Altria Group positions in Q3 2025 and 106 closed out, a net change of +127 holders.
  • The largest Altria Group buyer in Q3 2025 was Marshall Wace, an estimated $210M added.
  • The largest Altria Group seller in Q3 2025 was Capital World Investors, an estimated $658M sold.

Based on aggregated 13F filings for Q3 2025.