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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
CFO
776
Callan Family Office
Pennsylvania
$1.71M -$211K -3,338 -11%
RWA
777
Redhawk Wealth Advisors
Minnesota
$1.7M +$90K +1,420 +6%
RWP
778
RWA Wealth Partners
Massachusetts
$1.7M +$674K +10,636 +71%
ACI
779
Alpha Cubed Investments
California
$1.69M +$107K +1,694 +7%
Bank Julius Baer & Co
780
Bank Julius Baer & Co
Switzerland
$1.69M +$84.6K +1,335 +5%
SIG
781
Sargent Investment Group
Maryland
$1.68M +$336K +5,300 +26%
KFS
782
Keynote Financial Services
Connecticut
$1.68M -$1.9K -30 -0.1%
FIC
783
FCG Investment Company
Tennessee
$1.66M +$260K +4,111 +19%
DCM
784
DGS Capital Management
New Jersey
$1.66M +$122K +1,933 +8%
IP
785
Ignite Planners
California
$1.66M -$39.7K -627 -2%
SWA
786
Stratos Wealth Advisors
Ohio
$1.64M -$259K -4,085 -14%
LI
787
LMCG Investments
Massachusetts
$1.64M +$78.5K +1,239 +5%
SEA
788
Stegent Equity Advisors
Texas
$1.64M +$169K +2,665 +12%
WI
789
Wedgewood Investors
Pennsylvania
$1.63M -$14.3K -225 -0.9%
RCAG
790
Rehmann Capital Advisory Group
Michigan
$1.63M +$51.3K +809 +3%
PP
791
Prudential plc
United Kingdom
$1.62M +$1.56M +24,548 New
GAM
792
Griffin Asset Management
New York
$1.62M -$444K -7,007 -22%
RIM
793
Redwood Investment Management
Arizona
$1.62M -$614K -9,684 -28%
BRWA
794
B. Riley Wealth Advisors
Florida
$1.61M -$230K -3,629 -13%
GXJ
795
Global X Japan
Japan
$1.61M +$1.52M +23,989 +5,527%
MNBTD
796
Moody National Bank Trust Division
Texas
$1.61M -$14.2K -224 -0.9%
CIC
797
Crawford Investment Counsel
Georgia
$1.6M -$23.3K -367 -1%
WBC
798
Westpac Banking Corp
Australia
$1.6M +$727K +11,479 +90%
HWM
799
Hohimer Wealth Management
Washington
$1.6M -$183K -2,896 -11%
CAC
800
Certified Advisory Corp
Florida
$1.59M -$7.54K -119 -0.5%

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.