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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
UCFA
451
United Capital Financial Advisors
Texas
$5.02M +$283K +4,470 +6%
SWP
452
Sagespring Wealth Partners
Tennessee
$4.99M -$40.4K -637 -0.8%
VCM
453
Voleon Capital Management
California
$4.95M +$3.2M +50,518 +207%
WANY
454
Wealthspire Advisors (New York)
New York
$4.94M +$939K +14,815 +25%
3IP
455
3Chopt Investment Partners
Virginia
$4.89M +$74.4K +1,175 +2%
CBTWT
456
Community Bank & Trust (Waco, Texas)
Texas
$4.85M +$90.2K +1,423 +2%
GT
457
Glenview Trust
Kentucky
$4.84M +$32.6K +514 +0.7%
CSIC
458
Clifford Swan Investment Counsel
California
$4.83M +$760 +12 +0%
VCA
459
Verdence Capital Advisors
Maryland
$4.83M +$433K +6,827 +10%
PA
460
Promethium Advisors
Maryland
$4.81M +$348K +5,490 +8%
CM
461
Capital Management
Virginia
$4.81M -$53.2K -839 -1%
DAS
462
Dynamic Advisor Solutions
Arizona
$4.79M +$69.2K +1,092 +2%
PI
463
PFG Investments
New York
$4.68M +$252K +3,979 +6%
HAG
464
HighPoint Advisor Group
Illinois
$4.68M -$55.7K -879 -1%
SVWAG
465
Sound View Wealth Advisors Group
Georgia
$4.62M -$122K -1,923 -3%
FFA
466
Founders Financial Alliance
North Carolina
$4.62M +$55.9K +882 +1%
IWM
467
IHT Wealth Management
Illinois
$4.6M +$31K +490 +0.7%
B
468
Bellecapital
Switzerland
$4.6M -$29.7K -469 -0.7%
CCG
469
Cypress Capital Group
Florida
$4.56M -$238K -3,752 -5%
FCH
470
Freestone Capital Holdings
Washington
$4.56M +$61K +963 +1%
FRA
471
Frank Rimerman Advisors
California
$4.56M +$96.9K +1,529 +2%
MC
472
Machina Capital
France
$4.54M +$4.13M +65,147 +1,830%
DAS
473
Diversify Advisory Services
Utah
$4.51M +$108K +1,711 +2%
MIH
474
Meitav Investment House
Israel
$4.51M -$1.21M -19,140 -22%
SM
475
Sciencast Management
New Jersey
$4.5M +$4.31M +68,094 New

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.