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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
CLOS
1001
Compagnie Lombard Odier SCmA
Switzerland
$991K
BTWM
1002
Brass Tax Wealth Management
Ohio
$990K -$12.2K -193 -1%
CCA
1003
Checchi Capital Advisers
California
$989K -$68.2K -1,076 -7%
PT
1004
Plimoth Trust
Massachusetts
$986K -$6.02K -95 -0.6%
TL
1005
Tradewinds LLC
North Carolina
$986K +$946K +14,927 New
WA
1006
WESPAC Advisors
California
$985K -$20.5K -323 -2%
FG
1007
Fiduciary Group
Georgia
$983K
GS
1008
GTS Securities
New York
$981K +$26.6K +420 +3%
RDWM
1009
Red Door Wealth Management
Tennessee
$979K +$63 +1 +0%
WA
1010
Wealth Alliance
New York
$976K +$159K +2,505 +20%
AWM
1011
Arista Wealth Management
Nevada
$971K -$20.6K -325 -2%
SIA
1012
Soltis Investment Advisors
Utah
$970K +$18.2K +288 +2%
AG
1013
AmeriFlex Group
Nevada
$967K +$632K +9,975 +214%
LCM
1014
Laurion Capital Management
New York
$966K
VCM
1015
Virtue Capital Management
Tennessee
$965K -$157K -2,477 -54%
I
1016
InceptionR
California
$962K -$807K -12,742 -47%
WFM
1017
Wolff Financial Management
Michigan
$961K +$14.3K +226 +2%
CC
1018
Courier Capital
New York
$961K -$11K -173 -1%
GGI
1019
Godsey & Gibb Inc
Virginia
$958K +$63.4K +1,000 +7%
MYIA
1020
Mount Yale Investment Advisors
Colorado
$955K +$419K +6,619 +87%
GGS
1021
Galvin Gaustad & Stein
Arizona
$954K +$32.8K +518 +4%
NL
1022
NWAM LLC
Washington
$950K +$25K +395 +3%
SCA
1023
Sage Capital Advisors
South Dakota
$949K -$45.4K -716 -5%
PMAM
1024
Picton Mahoney Asset Management
Ontario, Canada
$945K -$511K -8,060 -36%
PWP
1025
Principle Wealth Partners
Connecticut
$942K +$9.69K +153 +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.