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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
AF
851
Advisornet Financial
Minnesota
$1.4M -$30.2K -477 -2%
GWMR
852
GC Wealth Management RIA
Massachusetts
$1.39M +$894K +14,118 +202%
SIMG
853
Sonora Investment Management Group
Arizona
$1.39M +$50.6K +798 +4%
IIA
854
ICW Investment Advisors
Arizona
$1.39M +$9.82K +155 +0.7%
VAS
855
Valicenti Advisory Services
New York
$1.39M -$16.5K -261 -1%
RMSCM
856
R.M. Sincerbeaux Capital Management
New York
$1.39M +$76K +1,200 +6%
LDB
857
Lee, Danner & Bass
Tennessee
$1.39M -$154K -2,425 -10%
Dodge & Cox
858
Dodge & Cox
California
$1.39M
FHC
859
First Horizon Corporation
Tennessee
$1.39M +$1.33M +20,989 New
FT
860
Fiduciary Trust
Massachusetts
$1.38M -$93.1K -1,469 -7%
HCP
861
Hexagon Capital Partners
Arkansas
$1.38M -$14.1K -222 -1%
IIM
862
Ipswich Investment Management
Massachusetts
$1.38M
FMWA
863
Forvis Mazars Wealth Advisors
Missouri
$1.38M +$222K +3,507 +20%
SCM
864
Spreng Capital Management
Ohio
$1.37M -$3.42K -54 -0.3%
FWM
865
Finer Wealth Management
Massachusetts
$1.37M -$41.9K -661 -3%
MT
866
Midwest Trust
Kansas
$1.36M +$53.3K +841 +4%
WAAG
867
Wealth Alliance Advisory Group
Kansas
$1.36M -$167K -2,629 -11%
VA
868
VestGen Advisors
Illinois
$1.35M +$644K +10,166 +98%
PWAM
869
Private Wealth Asset Management
Iowa
$1.35M
MCM
870
Mainstay Capital Management
Michigan
$1.34M -$1.29M -20,394 -50%
AAS
871
Annex Advisory Services
Wisconsin
$1.34M +$120K +1,892 +10%
HWA
872
HCR Wealth Advisors
California
$1.33M -$65.8K -1,038 -5%
CWM
873
Calamos Wealth Management
Illinois
$1.33M +$1.02M +16,149 +412%
CRIG
874
Charter Research & Investment Group
Connecticut
$1.32M -$15.8K -250 -1%
QC
875
Quantessence Capital
New York
$1.32M -$980K -15,467 -44%

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.