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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
TMWM
1076
Taylor & Morgan Wealth Management
Michigan
$867K +$13.7K +217 +2%
CFP
1077
Catalyst Financial Partners
Massachusetts
$867K +$43.5K +687 +6%
CNBOF
1078
City National Bank of Florida
Florida
$866K +$32.8K +517 +4%
CAWM
1079
Capital Advisors Wealth Management
Washington
$866K +$13.2K +209 +2%
TIM
1080
Tevis Investment Management
Texas
$864K
RMAM
1081
Raab & Moskowitz Asset Management
New Jersey
$863K +$1.39K +22 +0.2%
AC
1082
Avestar Capital
New York
$859K -$35.9K -566 -4%
LAM
1083
Lewis Asset Management
California
$857K
MJRIC
1084
Mogy Joel R Investment Counsel
California
$855K
FMII
1085
Farmers & Merchants Investments Inc
Nebraska
$854K -$47.5K -750 -5%
SLWA
1086
San Luis Wealth Advisors
California
$853K +$94K +1,483 +13%
RA
1087
Resolute Advisors
California
$851K +$9.31K +147 +1%
CGL
1088
Clarius Group LLC
Washington
$850K -$249K -3,937 -23%
NAMNJ
1089
NorthStar Asset Management (New Jersey)
New Jersey
$846K +$42.8K +675 +6%
GC
1090
Grimes & Company
Massachusetts
$844K -$16.2K -255 -2%
WAM
1091
Walker Asset Management
Missouri
$844K +$6.33K +100 +0.8%
QC
1092
Quadrature Capital
United Kingdom
$843K +$295K +4,660 +58%
OPTFSNA
1093
Old Point Trust & Financial Services N A
Virginia
$842K
MGAM
1094
McGowan Group Asset Management
Texas
$839K -$187K -2,956 -19%
MAM
1095
MMA Asset Management
Pennsylvania
$837K +$206K +3,249 +34%
JHCP
1096
Jackson Hole Capital Partners
Oklahoma
$837K +$139K +2,199 +21%
SOAMC
1097
Spirit of America Management Corp
New York
$836K
BFO
1098
Boston Family Office
Massachusetts
$835K -$40.4K -638 -5%
WJWM
1099
Williams Jones Wealth Management
New York
$834K -$109K -1,721 -12%
JWWM
1100
Johnson & White Wealth Management
Pennsylvania
$829K -$4.43K -70 -0.6%

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.