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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
DEM
626
Disciplined Equity Management
Florida
$2.73M -$70.3K -1,110 -3%
BB
627
Burford Brothers
Texas
$2.72M +$129K +2,042 +5%
WG
628
Welch Group
Alabama
$2.72M -$73.3K -1,157 -3%
CPBTD
629
Central Pacific Bank - Trust Division
Hawaii
$2.71M +$299K +4,716 +13%
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$2.7M +$180K +2,839 +7%
Fidelity International
631
Fidelity International
Bermuda
$2.69M -$22.3M -352,291 -90%
HKAM
632
Horizon Kinetics Asset Management
New York
$2.69M -$1.42M -22,490 -36%
PAM
633
Panagora Asset Management
Massachusetts
$2.67M -$1.03M -16,293 -29%
MC
634
Maverick Capital
Texas
$2.67M +$2.56M +40,425 New
Nomura Holdings
635
Nomura Holdings
Japan
$2.66M +$2.55M +40,310 New
IFG
636
Independent Financial Group
California
$2.66M -$164K -2,584 -6%
WMA
637
West Michigan Advisors
Michigan
$2.65M +$2.5M +39,486 New
SC
638
Stolper & Co
Oklahoma
$2.65M +$42K +663 +2%
PGF
639
Plan Group Financial
Oklahoma
$2.64M +$283K +4,474 +13%
AIMC
640
Alley Investment Management Company
Illinois
$2.64M
EAMA
641
EFG Asset Management (Americas)
Florida
$2.63M -$199K -3,139 -7%
LFG
642
Larson Financial Group
Missouri
$2.62M -$770K -12,148 -23%
BJL
643
Brighton Jones LLC
Washington
$2.62M +$207K +3,273 +9%
EFS
644
Essex Financial Services
Connecticut
$2.58M -$32.6K -515 -1%
BC
645
Bridgefront Capital
Texas
$2.58M +$2.47M +39,026 New
SC
646
Sepio Capital
Utah
$2.57M +$199K +3,134 +9%
ECM
647
Evergreen Capital Management
Washington
$2.55M +$104K +1,644 +5%
FAM
648
Formidable Asset Management
Ohio
$2.54M -$164K -2,595 -6%
BG
649
Bahl & Gaynor
Ohio
$2.54M -$2.85K -45 -0.1%
Bessemer Group
650
Bessemer Group
New Jersey
$2.52M +$105K +1,655 +5%

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.