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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
PSP
351
Principal Street Partners
Tennessee
$7.51M -$1.51M -23,896 -17%
SF
352
Symphony Financial
Texas
$7.49M -$51.1K -807 -0.7%
CRI
353
Commonwealth Retirement Investments
Virginia
$7.47M +$132K +2,084 +2%
MA
354
Mutual Advisors
Nebraska
$7.39M +$141K +2,232 +2%
SA
355
Shilanski & Associates
Alaska
$7.38M +$110K +1,741 +2%
WLPWM
356
Walled Lake Planning & Wealth Management
Illinois
$7.35M -$411K -6,480 -6%
AG
357
Ascent Group
Virginia
$7.35M -$2.71M -42,841 -28%
EH
358
Equitable Holdings
New York
$7.34M +$498K +7,855 +8%
Fisher Asset Management
359
Fisher Asset Management
Washington
$7.28M +$817K +12,888 +13%
CTC
360
Central Trust Company
Missouri
$7.26M -$15K -237 -0.2%
GIA
361
Gateway Investment Advisers
Ohio
$7.22M -$200K -3,164 -3%
KFP
362
Keystone Financial Planning
Ohio
$7.22M -$26.2K -413 -0.4%
CRC
363
Curi RMB Capital
Illinois
$7.15M +$118K +1,862 +2%
BP
364
BBR Partners
New York
$7.13M +$6.65K +105 +0.1%
EGA
365
Eagle Global Advisors
Texas
$7.09M -$15.8K -250 -0.2%
SHA
366
Seneca House Advisors
Virginia
$7.06M -$754K -11,896 -10%
AI
367
Atria Investments
North Carolina
$7M +$45.5K +718 +0.7%
KRS
368
Kentucky Retirement Systems
Kentucky
$7M -$177K -2,789 -3%
LTAS
369
Linden Thomas Advisory Services
North Carolina
$6.99M +$160K +2,530 +2%
EA
370
Ellsworth Advisors
Ohio
$6.97M +$374K +5,904 +6%
SWP
371
Stratos Wealth Partners
Ohio
$6.86M +$2.57M +40,557 +64%
AAM
372
AR Asset Management
California
$6.81M
VVP
373
Venture Visionary Partners
Ohio
$6.79M -$71.8K -1,134 -1%
STA
374
Summit Trail Advisors
New York
$6.77M +$470K +7,414 +8%
FFA
375
Farther Finance Advisors
California
$6.68M +$337K +5,319 +6%

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.