We are live on ! Find out more
MO icon

Altria Group

2,351 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, 1,007 increasing their positions, 765 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 105

32% more repeat investments, than reductions

Existing positions increased: 1,007 | 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: 2,2642,351 (+87)

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
2,351
Holders Change
+87
Holders Change %
+3.84%
% of All Funds
30.85%
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
1,007
Reduced
765
Closed
105
Calls
$851M
Puts
$1.01B
Net Calls
-$158M
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
326
Tidal Investments
Wisconsin
$8.89M -$1.06M -16,781 -11%
IPW
327
Inlet Private Wealth
Florida
$8.78M +$21.1K +333 +0.3%
O
328
Ossiam
France
$8.67M +$7.61M +120,106 +1,077%
BFS
329
Bard Financial Services
Connecticut
$8.6M -$105K -1,650 -1%
CI
330
CX Institutional
Indiana
$8.52M +$781K +12,325 +11%
MSU
331
Mizuho Securities USA
New York
$8.22M +$377K +5,944 +5%
Newport Trust Company
332
Newport Trust Company
District of Columbia
$8.19M -$287K -4,525 -4%
SF
333
Synovus Financial
Georgia
$8.19M +$94.9K +1,498 +1%
KL
334
KWMG LLC
Kansas
$8.19M +$25K +394 +0.3%
IAA
335
Independent Advisor Alliance
North Carolina
$8.1M -$261K -4,123 -3%
PFM
336
Premier Fund Managers
United Kingdom
$8.08M -$824K -13,000 -10%
OWA
337
Octavia Wealth Advisors
Ohio
$8.02M +$1.11M +17,543 +17%
KGC
338
Kennon-Green & Company
Ohio
$7.96M -$10.6K -167 -0.1%
CIA
339
Concurrent Investment Advisors
Florida
$7.95M -$428K -6,757 -5%
ACS
340
Archford Capital Strategies
Illinois
$7.94M +$201K +3,171 +3%
CG
341
Caprock Group
Idaho
$7.85M +$7.4M +116,863 New
BBHC
342
Brown Brothers Harriman & Co
New York
$7.82M +$144K +2,280 +2%
AC
343
AlphaCore Capital
California
$7.75M +$6.44M +101,648 +734%
LA
344
Lifeworks Advisors
Michigan
$7.7M +$6.8M +107,256 +1,159%
JG
345
Jain Global
New York
$7.69M -$835K -13,174 -10%
DA
346
Denali Advisors
California
$7.68M -$1.38M -21,719 -16%
APP
347
Avantax Planning Partners
Iowa
$7.61M -$165K -2,601 -2%
SFA
348
Sequoia Financial Advisors
Ohio
$7.59M +$1.84M +29,001 +34%
HWM
349
HB Wealth Management
Georgia
$7.56M +$986K +15,561 +16%
HCM
350
Hutner Capital Management
Vermont
$7.54M +$208K +3,280 +3%

MO Hedge Fund Activity: Q3 2025 in Review

2,351 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 105 closed out — a net gain of 128 holders — while 1,007 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.

  • 2,351 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 105 closed out, a net change of +128 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.