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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
PIWA
801
Prevail Innovative Wealth Advisors
Kansas
$1.59M +$625K +9,863 +70%
KCFA
802
Key Client Fiduciary Advisors
New Jersey
$1.58M +$24.1K +380 +2%
MMPW
803
Mitchell McLeod Pugh & Williams
Alabama
$1.58M -$29.8K -471 -2%
FHA
804
Flagship Harbor Advisors
Massachusetts
$1.57M +$47.2K +745 +3%
JIC
805
Joel Isaacson & Co
New York
$1.56M +$328K +5,179 +28%
CC
806
Centiva Capital
New York
$1.56M -$10.3M -161,974 -87%
MS
807
Madden Securities
Texas
$1.55M -$173K -2,735 -10%
VCM
808
Viewpoint Capital Management
Washington
$1.55M +$7.6K +120 +0.5%
IB
809
Intrust Bank
Kansas
$1.55M +$81.2K +1,281 +6%
LCM
810
Logan Capital Management
Pennsylvania
$1.55M
CCFM
811
Clear Creek Financial Management
Washington
$1.54M -$111K -1,749 -7%
CFAM
812
Center For Asset Management
Florida
$1.54M +$128K +2,026 +10%
MWM
813
Modern Wealth Management
Kansas
$1.53M +$122K +1,925 +9%
BP
814
Ballentine Partners
Massachusetts
$1.53M +$183K +2,893 +14%
CFM
815
Catalyst Funds Management
Australia
$1.53M +$31.7K +500 +2%
SWMG
816
Stillwater Wealth Management Group
Florida
$1.52M +$1.46M +23,065 New
LIM
817
Leavell Investment Management
Alabama
$1.52M +$16K +253 +1%
TCM
818
Traynor Capital Management
Pennsylvania
$1.52M -$77.9K -1,229 -5%
BFA
819
Beacon Financial Advisory
Ohio
$1.51M +$4.75K +75 +0.3%
AWA
820
Arete Wealth Advisors
Illinois
$1.51M +$66.6K +1,051 +5%
SWM
821
Spire Wealth Management
Virginia
$1.51M +$240K +3,795 +20%
SC
822
Syon Capital
California
$1.5M +$312K +4,919 +28%
MIM
823
Marco Investment Management
Georgia
$1.5M -$8.24K -130 -0.6%
OCM
824
One Capital Management
California
$1.49M +$15.8K +250 +1%
CAG
825
Crestwood Advisors Group
Massachusetts
$1.48M +$42.3K +667 +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.