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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
OPOWM
1126
One Plus One Wealth Management
Florida
$791K +$114K +1,802 +18%
DAM
1127
Delta Asset Management
Tennessee
$786K -$1.58K -25 -0.2%
FG
1128
Foster Group
Iowa
$785K -$48K -758 -6%
SWA
1129
Serenus Wealth Advisors
California
$785K +$127 +2 +0%
OL
1130
Owen LaRue
Kentucky
$778K +$634 +10 +0.1%
GIM
1131
Generali Investments Management
Slovenia
$776K +$557K +8,797 +298%
IP
1132
Intellectus Partners
California
$776K +$3.1K +49 +0.4%
HA
1133
Herold Advisors
New York
$776K -$22.9K -361 -3%
IAS
1134
Insigneo Advisory Services
Florida
$774K -$20.5K -323 -3%
PP
1135
PDS Planning
Ohio
$774K +$16.3K +258 +2%
GSB
1136
Greenfield Savings Bank
Massachusetts
$773K -$380 -6 -0.1%
FNBTCON
1137
First National Bank & Trust Co of Newtown
Pennsylvania
$770K -$9.5K -150 -1%
HWA
1138
HHM Wealth Advisors
Tennessee
$769K -$10K -158 -1%
MFS
1139
Miller Financial Services
Michigan
$768K -$11K -173 -1%
TF
1140
Tompkins Financial
New York
$768K
PFP
1141
Paragon Financial Partners
California
$767K
PP
1142
Patten & Patten
Tennessee
$766K -$28.5K -450 -4%
LIM
1143
Loudon Investment Management
New Hampshire
$762K
CFP
1144
Cascade Financial Partners
California
$761K +$127 +2 +0%
CIM
1145
Cambria Investment Management
California
$761K +$98.2K +1,550 +16%
UCB
1146
United Community Bank
South Carolina
$760K +$663K +10,458 +994%
GC
1147
Gilbert & Cook
Iowa
$759K +$28.6K +451 +4%
AIM
1148
Anchor Investment Management
South Carolina
$759K -$4.75K -75 -0.6%
ACM
1149
AlphaStar Capital Management
North Carolina
$758K +$119K +1,875 +20%
SFG
1150
Sowa Financial Group
Rhode Island
$756K +$15.9K +251 +2%

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.