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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
UAG
726
United Advisor Group
Ohio
$1.96M +$234K +3,695 +14%
BHPW
727
Beverly Hills Private Wealth
California
$1.96M -$88.9K -1,403 -5%
LPT
728
Legacy Private Trust
Wisconsin
$1.96M +$144K +2,272 +8%
RA
729
RoundAngle Advisors
New Jersey
$1.96M +$12K +189 +0.6%
SAM
730
Smartleaf Asset Management
Massachusetts
$1.95M +$351K +5,545 +23%
NG
731
Norden Group
Utah
$1.92M -$4.97M -78,389 -73%
DFCM
732
Dark Forest Capital Management
Puerto Rico
$1.92M +$1.84M +29,076 New
DW30
733
Drucker Wealth 3.0
New Jersey
$1.91M +$907K +14,315 +98%
FFN
734
Focus Financial Network
Minnesota
$1.91M +$11.7K +185 +0.6%
SWM
735
Silverlake Wealth Management
Vermont
$1.9M -$17.6K -278 -1%
HTI
736
Hikari Tsushin Inc
Japan
$1.9M -$8.21M -129,561 -82%
VF
737
Vest Financial
Virginia
$1.9M +$351K +5,539 +24%
MAWAG
738
Mid-American Wealth Advisory Group
Missouri
$1.88M -$72K -1,137 -4%
FWCM
739
Ferguson Wellman Capital Management
Oregon
$1.88M +$48K +757 +3%
WIP
740
WealthCare Investment Partners
Rhode Island
$1.87M +$340K +5,366 +23%
GA
741
GoalVest Advisory
New York
$1.86M -$37.2K -587 -2%
SGCA
742
Steel Grove Capital Advisors
Tennessee
$1.86M
TCOT
743
Trust Company of Toledo
Ohio
$1.85M +$80.3K +1,268 +5%
AIA
744
Affinity Investment Advisors
California
$1.84M -$12.3K -194 -0.7%
PRP
745
Peak Retirement Planning
Ohio
$1.84M +$335K +5,291 +23%
RIG
746
RiverFront Investment Group
Virginia
$1.83M +$524K +8,268 +42%
SG Americas Securities
747
SG Americas Securities
New York
$1.82M -$1.79M -28,205 -51%
CT
748
Caldwell Trust
Florida
$1.82M +$4.43K +70 +0.3%
ACL
749
Applied Capital LLC
Florida
$1.82M -$253 -4 -0%
CastleKeep Investment Advisors
750
CastleKeep Investment Advisors
Connecticut
$1.81M +$129K +2,031 +8%

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.