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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
LBC
551
Lowe Brockenbrough & Co
Virginia
$3.44M +$45.9K +725 +1%
MFIM
552
Mesirow Financial Investment Management
Illinois
$3.43M -$305K -4,808 -8%
WAP
553
Wealthcare Advisory Partners
Pennsylvania
$3.43M +$31.2K +493 +1%
BWP
554
Baldwin Wealth Partners
Massachusetts
$3.42M -$133K -2,104 -4%
CPC
555
CFC Planning Company
Indiana
$3.4M +$81.1K +1,280 +3%
CK
556
Cohen Klingenstein
New York
$3.38M
RFG
557
Range Financial Group
Oregon
$3.37M +$79.8K +1,260 +3%
GAM
558
Generali Asset Management
Italy
$3.36M +$10.8K +170 +0.3%
SW
559
SVB Wealth
Massachusetts
$3.35M -$65K -1,026 -2%
GI
560
GAMMA Investing
California
$3.34M +$333K +5,256 +12%
A
561
AlphaQuest
New York
$3.34M +$2.21M +34,939 +225%
LS
562
Leelyn Smith
Illinois
$3.31M -$37.6K -594 -1%
SIG
563
Stonegate Investment Group
Alabama
$3.3M +$30.5K +482 +1%
PL
564
Parthenon LLC
Kentucky
$3.29M +$29.2K +461 +0.9%
API
565
Asset Planning Inc
California
$3.28M -$25.8K -408 -0.8%
RBA
566
Richard Bernstein Advisors
New York
$3.28M -$3.75M -59,195 -54%
PFM
567
Patton Fund Management
Texas
$3.27M -$83.2K -1,313 -3%
CWS
568
Confluence Wealth Services
Pennsylvania
$3.26M +$27K +426 +0.9%
TTWM
569
TCV Trust & Wealth Management
Virginia
$3.26M +$348K +5,498 +13%
BG
570
Bollard Group
Massachusetts
$3.25M +$172K +2,721 +6%
MAS
571
Meeder Advisory Services
Ohio
$3.24M +$177K +2,799 +6%
IA
572
IFP Advisors
Florida
$3.23M +$86K +1,357 +3%
EI
573
Ethic Inc
New York
$3.22M +$566K +8,939 +22%
WIA
574
World Investment Advisors
California
$3.21M +$181K +2,864 +6%
CEI
575
Clark Estates Inc
New York
$3.21M

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.