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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
V
826
VeraBank
Texas
$1.46M -$124K -1,950 -8%
WAM
827
WFA Asset Management
Wisconsin
$1.46M +$313K +4,933 +21%
BC
828
Burney Company
Virginia
$1.46M +$137K +2,159 +11%
EF
829
Exeter Financial
Arizona
$1.46M -$12.9K -203 -0.9%
QP
830
Quilter Plc
United Kingdom
$1.45M +$57K +900 +4%
WF
831
Welch & Forbes
Massachusetts
$1.45M
EFG
832
Ethos Financial Group
Pennsylvania
$1.45M +$7.22K +114 +0.5%
LCM
833
Leisure Capital Management
California
$1.45M -$29K -458 -2%
KA
834
Kovack Advisors
Florida
$1.44M -$218K -3,447 -14%
FFWA
835
FRG Family Wealth Advisors
Washington
$1.44M
HIMC
836
Heritage Investors Management Corp
Maryland
$1.44M -$101K -1,588 -7%
AMI
837
Amica Mutual Insurance
Rhode Island
$1.44M -$1.15M -18,088 -45%
JSW
838
Journey Strategic Wealth
New Jersey
$1.44M +$446K +7,043 +48%
OBWG
839
Onyx Bridge Wealth Group
New York
$1.44M +$64.9K +1,025 +5%
KCP
840
Kera Capital Partners
California
$1.44M +$1.38M +21,746 New
EHC
841
Everett Harris & Co
California
$1.44M
BHBT
842
Burke & Herbert Bank & Trust
Virginia
$1.44M -$15.4K -243 -1%
IAIM
843
International Assets Investment Management
Florida
$1.43M -$3.29M -52,000 -68%
CL
844
CSS LLC
Illinois
$1.43M -$490K -7,740 -26%
IWA
845
Icon Wealth Advisors
Texas
$1.43M -$932K -14,705 -40%
FFM
846
Forum Financial Management
Illinois
$1.43M -$21.7K -343 -2%
QI
847
Qtron Investments
Massachusetts
$1.43M
CSA
848
Cornerstone Select Advisors
Missouri
$1.42M +$105K +1,653 +8%
MWM
849
Modera Wealth Management
New Jersey
$1.4M +$34K +537 +3%
ACM
850
Aurdan Capital Management
Pennsylvania
$1.4M +$14.6K +230 +1%

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.