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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
DIA
301
Dean Investment Associates
Ohio
$10.4M -$582K -9,190 -6%
HNB
302
Huntington National Bank
Ohio
$10.3M -$13.7K -217 -0.1%
HAI
303
Hennessy Advisors Inc
California
$10.3M -$63.4K -1,000 -0.6%
SCA
304
Snowden Capital Advisors
New York
$10.1M +$83.4K +1,316 +0.9%
KBC Group
305
KBC Group
Belgium
$9.98M +$600K +9,474 +7%
AAM
306
Auxier Asset Management
Oregon
$9.88M -$37.4K -590 -0.4%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$9.78M +$268K +4,231 +3%
IIM
308
Intact Investment Management
Quebec, Canada
$9.65M -$2.5M -39,410 -21%
AWA
309
Arkadios Wealth Advisors
Georgia
$9.62M +$84.6K +1,335 +0.9%
RIA
310
Regal Investment Advisors
Michigan
$9.62M -$445K -7,031 -5%
GVAG
311
Great Valley Advisor Group
Delaware
$9.6M -$2.85K -45 -0%
Public Sector Pension Investment Board (PSP Investments)
312
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.56M +$1.1M +17,429 +14%
KeyBank National Association
313
KeyBank National Association
Ohio
$9.54M +$673K +10,616 +8%
Rafferty Asset Management
314
Rafferty Asset Management
New York
$9.46M +$27.4K +433 +0.3%
MCM
315
MAI Capital Management
Ohio
$9.38M +$419K +6,618 +5%
GCM
316
Graham Capital Management
Connecticut
$9.37M +$6.55M +103,390 +269%
MFG
317
Merit Financial Group
Georgia
$9.36M +$749K +11,830 +9%
Group One Trading
318
Group One Trading
Illinois
$9.35M +$5.88M +92,851 +191%
CL
319
Choreo LLC
Illinois
$9.18M +$49K +773 +0.6%
SPIA
320
Steward Partners Investment Advisory
New York
$9.1M -$455K -7,175 -5%
1IA
321
1834 Investment Advisors
Wisconsin
$9.1M +$183K +2,890 +2%
WW
322
Windle Wealth
Oklahoma
$8.98M -$760 -12 -0%
AWAG
323
ARS Wealth Advisors Group
Florida
$8.92M +$20.6K +325 +0.2%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$8.9M +$3.04M +47,964 +55%
YCM
325
Yousif Capital Management
Michigan
$8.9M -$610K -9,621 -7%

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.