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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
DWM
1176
Dakota Wealth Management
Florida
$722K -$286K -4,509 -29%
GSIAS
1177
Garden State Investment Advisory Services
New Jersey
$721K -$10.5K -165 -1%
CRWM
1178
Castle Rock Wealth Management
California
$721K -$1.84K -29 -0.3%
AIM
1179
Advyzon Investment Management
Illinois
$720K +$285K +4,499 +70%
MWM
1180
Mattern Wealth Management
Kansas
$719K
TCWA
1181
Turtle Creek Wealth Advisors
Texas
$718K +$407K +6,423 +144%
ESB
1182
Essex Savings Bank
Connecticut
$717K
KIA
1183
KCM Investment Advisors
California
$717K -$156K -2,467 -19%
TFM
1184
TFC Financial Management
Massachusetts
$716K -$1.33K -21 -0.2%
JSL
1185
JT Stratford LLC
Georgia
$716K +$9.38K +148 +1%
ECA
1186
Elevated Capital Advisors
Utah
$716K -$147K -2,319 -18%
PP
1187
Patron Partners
Texas
$715K -$211K -3,325 -23%
TWP
1188
Triad Wealth Partners
Kansas
$713K +$61.2K +966 +10%
UWS
1189
Unique Wealth Strategies
Illinois
$713K +$683K +10,788 New
GFG
1190
Goldstone Financial Group
Illinois
$710K +$35.5K +560 +5%
EW
1191
Enzi Wealth
Texas
$707K +$9.25K +146 +1%
SLT
1192
St Louis Trust
Missouri
$707K
CAM
1193
Cobblestone Asset Management
Virginia
$706K +$29.9K +472 +5%
BST
1194
Bath Savings Trust
Maine
$705K
CSI
1195
Cross Staff Investments
New York
$705K +$190 +3 +0%
PPWP
1196
Premier Path Wealth Partners
New Jersey
$703K +$82K +1,294 +14%
WSCM
1197
Wellington Shields Capital Management
New York
$703K -$13.7K -216 -2%
BMWM
1198
Brown Miller Wealth Management
Virginia
$700K
BL
1199
Balentine LLC
Georgia
$699K +$5.64K +89 +0.8%
WA
1200
Waddell & Associates
Tennessee
$698K +$43.1K +681 +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.