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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
RCM
501
Ridgepath Capital Management
Tennessee
$4.09M +$67.3K +1,062 +2%
VNA
502
Valley National Advisers
Pennsylvania
$4.07M +$6.72K +106 +0.2%
TYCC
503
Texas Yale Capital Corp
Florida
$4.07M -$26.9K -425 -0.7%
RFC
504
Regions Financial Corp
Alabama
$4.06M -$309K -4,872 -7%
HTC
505
Haverford Trust Company
Pennsylvania
$4.06M +$11.7K +185 +0.3%
MIM
506
Morningstar Investment Management
Illinois
$4.04M +$2.62M +41,341 +208%
AC
507
Allstate Corporation
Illinois
$4M +$3.59M +56,594 +1,431%
Calamos Advisors
508
Calamos Advisors
Illinois
$3.97M +$88.1K +1,390 +2%
BIM
509
Bridges Investment Management
Nebraska
$3.97M -$199K -3,144 -5%
OTL
510
Oak Thistle LLC
New York
$3.95M -$731K -11,534 -16%
ISWM
511
Independent Solutions Wealth Management
New York
$3.93M +$224K +3,542 +6%
BI
512
BFI Infinity
Switzerland
$3.92M +$3.55M +56,022 +1,458%
TIAA Trust, National Association
513
TIAA Trust, National Association
North Carolina
$3.88M -$7.6K -120 -0.2%
FNBT
514
FineMark National Bank & Trust
Florida
$3.88M -$22.9K -362 -0.6%
FPAS
515
Focus Partners Advisor Solutions
Missouri
$3.87M +$961K +15,176 +33%
MFFIA
516
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.87M -$17.2K -272 -0.5%
WA
517
Waverly Advisors
Alabama
$3.83M +$239K +3,779 +7%
WI
518
WBI Investments
New Jersey
$3.83M +$922K +14,555 +33%
SPC
519
Sigma Planning Corp
Michigan
$3.79M -$473K -7,469 -12%
PWM
520
Perigon Wealth Management
California
$3.79M +$230K +3,634 +7%
EGM
521
Engineers Gate Manager
New York
$3.78M -$10.5M -165,743 -74%
HI
522
Harbour Investments
Wisconsin
$3.77M +$52.7K +832 +1%
HIP
523
HUB Investment Partners
Texas
$3.75M +$743K +11,729 +26%
AFP
524
Ausdal Financial Partners
Iowa
$3.74M +$190K +3,006 +6%
DIA
525
Dana Investment Advisors
Wisconsin
$3.74M -$265K -4,184 -7%

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.