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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
FSA
401
Financial Sense Advisors
California
$6.06M -$71.2K -1,124 -1%
EI
402
EDMP Inc
Florida
$6.04M +$75.3K +1,188 +1%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$6.02M -$73.5K -1,160 -1%
MHC
404
Meyer Handelman Company
New York
$6.01M +$44.3K +700 +0.8%
PAS
405
Park Avenue Securities
New York
$5.99M +$5.75M +90,683 New
HCM
406
Howard Capital Management
Georgia
$5.96M +$45.4K +717 +0.8%
WAM
407
Weiss Asset Management
Massachusetts
$5.94M +$1.69M +26,658 +42%
SAM
408
Strategy Asset Managers
California
$5.93M +$78.6K +1,240 +1%
CWM
409
Cedar Wealth Management
California
$5.9M -$354K -5,587 -6%
FAM
410
Fred Alger Management
New York
$5.86M
BA
411
Baugh & Associates
Georgia
$5.85M -$138K -2,184 -2%
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$5.82M -$50.7K -800 -0.9%
HWA
413
Heritage Wealth Advisors
Virginia
$5.81M -$33.3K -525 -0.6%
NFSG
414
Newbridge Financial Services Group
Florida
$5.75M +$822K +12,980 +18%
HW
415
Hancock Whitney
Mississippi
$5.73M -$59.5K -939 -1%
HWAM
416
Hennion & Walsh Asset Management
New Jersey
$5.69M +$83.4K +1,317 +2%
LCM
417
LVM Capital Management
Michigan
$5.69M +$11.4K +180 +0.2%
PCC
418
Park Circle Company
Maryland
$5.68M
HCM
419
Hollencrest Capital Management
California
$5.63M +$125K +1,967 +2%
AFG
420
Atomi Financial Group
New York
$5.62M +$729K +11,511 +16%
TWP
421
Tyche Wealth Partners
Texas
$5.6M -$3.74K -59 -0.1%
MSRPS
422
Maryland State Retirement & Pension System
Maryland
$5.57M +$151K +2,380 +3%
SC
423
Scotia Capital
Ontario, Canada
$5.56M -$825K -13,016 -13%
WC
424
Waterloo Capital
Texas
$5.56M +$87.5K +1,381 +2%
CWG
425
Cornerstone Wealth Group
North Carolina
$5.56M +$80.3K +1,267 +2%

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.