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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
SW
576
Simplicity Wealth
New Jersey
$3.2M +$567K +8,957 +23%
OAM
577
Ostrum Asset Management
France
$3.19M +$629K +9,926 +26%
PA
578
Pinnacle Associates
New York
$3.19M -$171K -2,704 -5%
NW
579
NewEdge Wealth
Pennsylvania
$3.16M +$123K +1,943 +4%
ATPW
580
Ashton Thomas Private Wealth
Arizona
$3.16M +$293K +4,622 +11%
PCS
581
Personal CFO Solutions
New Jersey
$3.15M -$17K -269 -0.6%
IFU
582
iSAM Funds (UK)
United Kingdom
$3.13M +$3M +47,381 New
PGFC
583
Peapack-Gladstone Financial Corp
New Jersey
$3.13M -$5.38K -85 -0.2%
DSCM
584
Del-Sette Capital Management
New York
$3.12M +$2.99M +47,219 New
OIA
585
OneDigital Investment Advisors
Kansas
$3.12M -$57.1K -902 -2%
Vontobel Holding
586
Vontobel Holding
Switzerland
$3.11M -$544K -8,589 -15%
CIAS
587
Capital Investment Advisory Services
North Carolina
$3.07M -$23.2K -366 -0.8%
HPC
588
HM Payson & Co
Maine
$3.07M +$19K +300 +0.7%
ACM
589
AUA Capital Management
Pennsylvania
$3.07M
SAM
590
Silvercrest Asset Management
New York
$3.06M -$58.7K -926 -2%
CCM
591
Coldstream Capital Management
Washington
$3.02M +$179K +2,829 +7%
MGP
592
Metis Global Partners
California
$3.01M -$216K -3,405 -7%
NB
593
NBT Bank
New York
$3.01M -$80K -1,263 -3%
BBVA
594
Banco Bilbao Vizcaya Argentaria
Spain
$3M +$876K +13,824 +44%
MSA
595
MUFG Securities Americas
New York
$2.99M +$505K +7,968 +21%
HAIM
596
Hunter Associates Investment Management
Pennsylvania
$2.98M -$14.6K -231 -0.5%
PVI
597
Pine Valley Investments
New Jersey
$2.98M +$213K +3,364 +8%
CFG
598
Citizens Financial Group
Rhode Island
$2.96M +$686K +10,833 +32%
PA
599
Parallel Advisors
California
$2.95M +$181K +2,851 +7%
LSPW
600
Lake Street Private Wealth
Illinois
$2.95M -$5.26K -83 -0.2%

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.