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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
DWA
1026
Douglass Winthrop Advisors
New York
$941K -$124K -1,951 -12%
GJWM
1027
Gilliland Jeter Wealth Management
Arkansas
$940K -$12K -190 -1%
VWWMG
1028
Vermillion & White Wealth Management Group
Pennsylvania
$937K -$44.8K -707 -5%
LSIA
1029
LaSalle St. Investment Advisors
Illinois
$937K +$2.28K +36 +0.3%
NSIM
1030
North Star Investment Management
Illinois
$932K +$1.96K +31 +0.2%
ANBT
1031
American National Bank & Trust
Texas
$929K -$165K -2,600 -16%
FCA
1032
FLC Capital Advisors
California
$928K
TM
1033
TigerOak Management
New Mexico
$924K +$62.2K +981 +8%
RAG
1034
RIA Advisory Group
Iowa
$923K -$6.78K -107 -0.8%
SAM
1035
SP Asset Management
California
$923K +$13.6K +214 +2%
LIM
1036
Longfellow Investment Management
Massachusetts
$922K
CC
1037
Chicago Capital
Illinois
$922K +$63 +1 +0%
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$920K +$42K +663 +5%
RFA
1039
Resurgent Financial Advisors
Georgia
$917K +$63 +1 +0%
HGWM
1040
Horst & Graben Wealth Management
Oregon
$916K +$23.8K +376 +3%
BMA
1041
Brooks Moore & Associates
Tennessee
$915K
NRS
1042
Neville Rodie & Shaw
New York
$913K -$127 -2 -0%
CBT
1043
CoreFirst Bank & Trust
Kansas
$910K -$30.4K -480 -3%
EB
1044
Eastern Bank
Massachusetts
$906K
FWI
1045
Facet Wealth Inc
Maryland
$905K +$868K +13,706 New
EB
1046
Exchange Bank
California
$904K -$39.7K -627 -4%
RGF
1047
Retirement Guys Formula
Ohio
$904K -$535K -8,438 -38%
BFA
1048
Bill Few Associates
Pennsylvania
$902K -$11.7K -184 -1%
SIM
1049
Sterling Investment Management
Arizona
$902K +$865K +13,652 New
CT
1050
Colonial Trust
South Carolina
$901K -$5.7K -90 -0.7%

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.