We are live on ! Find out more
MO icon

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
S
651
SignatureFD
Georgia
$2.52M +$116K +1,831 +5%
SC
652
SouthState Corp
Florida
$2.48M -$34.7K -548 -1%
OFG
653
OmniStar Financial Group
North Carolina
$2.45M +$383K +6,045 +19%
PL
654
Perpetual Ltd
Australia
$2.45M +$1.55M +24,423 +192%
MBTD
655
Mechanics Bank - Trust Department
California
$2.45M -$134K -2,111 -5%
NLP
656
Next Level Private
New York
$2.44M +$1.58K +25 +0.1%
ELC
657
Edgar Lomax Company
Virginia
$2.42M -$551K -8,700 -19%
RWM
658
RKL Wealth Management
Pennsylvania
$2.41M +$507 +8 +0%
NSAM
659
North Star Asset Management
Wisconsin
$2.39M -$23.8K -375 -1%
CSP
660
Cary Street Partners
Virginia
$2.39M -$92.6K -1,462 -4%
IAMOG
661
Investors Asset Management of Georgia
Georgia
$2.38M -$3.17K -50 -0.1%
WCM
662
Whitener Capital Management
North Carolina
$2.38M +$4.25K +67 +0.2%
MRP
663
Measured Risk Portfolios
California
$2.38M +$2.15K +34 +0.1%
PCG
664
Prosperity Consulting Group
Maryland
$2.38M -$28.3K -446 -1%
FGA
665
Fortis Group Advisors
New Jersey
$2.37M -$83.3K -1,315 -3%
JPWM
666
Jamison Private Wealth Management
Georgia
$2.36M +$1.17M +18,546 +108%
ORG
667
Optimist Retirement Group
Washington
$2.35M +$11.3K +178 +0.5%
SAG
668
SageView Advisory Group
California
$2.35M +$153K +2,414 +7%
AWM
669
Axxcess Wealth Management
California
$2.33M -$24.3K -384 -1%
DA
670
Doliver Advisors
Texas
$2.33M -$37.3K -588 -2%
WPC
671
Waters Parkerson & Co
Louisiana
$2.32M -$444K -7,010 -17%
TAP
672
Tounjian Advisory Partners
Florida
$2.32M -$879K -13,870 -28%
WA
673
WP Advisors
California
$2.32M +$37.4K +591 +2%
AAP
674
Arax Advisory Partners
Colorado
$2.31M +$1.43M +22,567 +181%
RA
675
RFG Advisory
Alabama
$2.31M -$73K -1,153 -3%

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.