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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
CF
976
Centaurus Financial
California
$1.04M -$111K -1,751 -10%
MWM
977
Meridian Wealth Management
Kentucky
$1.04M +$38.6K +610 +4%
LI
978
LifeWealth Investments
Florida
$1.03M -$9.12K -144 -0.9%
BFWA
979
Benchmark Financial Wealth Advisors
Florida
$1.03M +$7.98K +126 +0.8%
TWM
980
Tradition Wealth Management
Minnesota
$1.03M +$23.1K +365 +2%
BCWM
981
Bartlett & Co Wealth Management
Ohio
$1.03M +$11.7K +185 +1%
CFA
982
CWS Financial Advisors
Michigan
$1.02M +$4.94K +78 +0.5%
WDC
983
Woodward Diversified Capital
California
$1.02M -$60.9K -962 -6%
BPWM
984
Badgley Phelps Wealth Managers
Washington
$1.02M -$1.96K -31 -0.2%
KFC
985
Klingenstein Fields & Co
New York
$1.02M
MIC
986
Maxi Investments CY
Cyprus
$1.01M +$969K +15,300 New
BIG
987
Brooklyn Investment Group
New York
$1.01M -$65K -1,026 -6%
UB
988
UMB Bank
Missouri
$1.01M +$14.1K +223 +1%
KFA
989
Kapstone Financial Advisors
Ohio
$1.01M -$7.6K -120 -0.8%
SGI
990
Summit Global Investments
Utah
$1.01M +$41.6K +656 +4%
VSQM
991
V-Square Quantitative Management
Illinois
$1.01M +$190K +2,996 +24%
RWPA
992
Richard W. Paul & Associates
Michigan
$1.01M -$53.3K -842 -5%
PCA
993
Purkiss Capital Advisors
Connecticut
$1.01M +$73.4K +1,158 +8%
MCA
994
Magnolia Capital Advisors
Mississippi
$1M +$19.1K +302 +2%
GAG
995
GM Advisory Group
New York
$1M +$3.42K +54 +0.4%
NICM
996
Neo Ivy Capital Management
New York
$1M +$961K +15,162 New
EFA
997
Evernest Financial Advisors
Indiana
$998K -$63 -1 -0%
WP
998
WealthPLAN Partners
Nebraska
$993K -$53.1K -838 -5%
CAM
999
Cozad Asset Management
Illinois
$992K
AL
1000
Arnhold LLC
New York
$991K

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.