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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
SWMP
1051
Signature Wealth Management Partners
New Jersey
$901K +$63 +1 +0%
CD
1052
Chapin Davis
Maryland
$900K +$17.4K +275 +2%
GSEP
1053
Golden State Equity Partners
California
$899K +$109K +1,728 +15%
KWS
1054
Keystone Wealth Services
California
$898K +$29K +457 +3%
FB
1055
Fulton Bank
Pennsylvania
$897K -$280K -4,421 -25%
CAM
1056
Columbia Asset Management
Michigan
$893K -$6.33K -100 -0.7%
DA
1057
Dover Advisors
Virginia
$893K +$502K +7,927 +147%
AOWM
1058
Alpha Omega Wealth Management
Virginia
$893K -$28.3K -447 -3%
SIC
1059
Samalin Investment Counsel
New York
$892K -$35.7K -563 -4%
GCM
1060
Gables Capital Management
Florida
$887K -$22.2K -350 -3%
BFM
1061
Boothbay Fund Management
New York
$886K -$166K -2,624 -16%
CAM
1062
Close Asset Management
United Kingdom
$885K -$217K -3,425 -20%
WKWM
1063
Walter & Keenan Wealth Management
Indiana
$884K -$2.15K -34 -0.3%
DCM
1064
Davis Capital Management
Florida
$884K +$848K +13,387 New
LIA
1065
LS Investment Advisors
Michigan
$884K +$18.6K +293 +2%
HBW
1066
Hazlett, Burt & Watson
West Virginia
$883K +$71.8K +1,134 +9%
AO
1067
Advisor OS
Illinois
$882K +$147K +2,325 +21%
4WM
1068
44 Wealth Management
Oregon
$880K +$2.85K +45 +0.3%
RF
1069
Rossby Financial
Florida
$880K +$42.8K +675 +5%
CA
1070
Continuum Advisory
Idaho
$878K +$20.4K +322 +2%
LW
1071
Linscomb Wealth
Texas
$876K -$14.3K -225 -2%
MA
1072
MBA Advisors
Pennsylvania
$873K +$1.58K +25 +0.2%
EWM
1073
Evercore Wealth Management
New York
$872K +$26K +411 +3%
GS
1074
GWN Securities
Florida
$872K -$282K -4,449 -25%
PWAM
1075
Papamarkou Wellner Asset Management
New York
$868K

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.