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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
FOFP
1201
Fee-Only Financial Planning
South Carolina
$697K
1WA
1202
180 Wealth Advisors
Washington
$696K -$83.6K -1,319 -11%
WA
1203
Wealth Architects
California
$695K +$1.33K +21 +0.2%
SIM
1204
Stratos Investment Management
Ohio
$694K +$61.8K +975 +10%
WQ
1205
Wealth Quarterback
New Jersey
$692K -$107K -1,688 -14%
APA
1206
Astoria Portfolio Advisors
New York
$686K -$167K -2,630 -20%
SFC
1207
Strategic Financial Concepts
Texas
$683K +$44K +695 +7%
TC
1208
Truvestments Capital
Florida
$683K +$429K +6,764 +190%
LFA
1209
Legacy Financial Advisors
Kentucky
$682K +$145K +2,292 +29%
SFI
1210
Siemens Fonds Invest
Germany
$681K +$1.2K +19 +0.2%
UF
1211
Univest Financial
Pennsylvania
$680K -$200K -3,157 -23%
BWM
1212
Baron Wealth Management
Michigan
$678K +$39.7K +627 +7%
TFA
1213
Transamerica Financial Advisors
Florida
$678K +$650K +10,253 New
LWCFA
1214
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$675K
CS
1215
Cannell & Spears
New York
$675K +$5.26K +83 +0.8%
HR
1216
Howe & Rusling
New York
$673K +$82.2K +1,298 +15%
MFG
1217
MidWestOne Financial Group
Iowa
$669K
Financial Engines Advisors
1218
Financial Engines Advisors
California
$669K +$276K +4,357 +75%
BSB
1219
Bangor Savings Bank
Maine
$668K -$190 -3 -0%
ACIM
1220
Azimuth Capital Investment Management
Michigan
$667K
VRM
1221
Vectors Research Management
New York
$667K
ACP
1222
Argyle Capital Partners
California
$666K -$6.78K -107 -1%
RB
1223
Rodgers Brothers
Pennsylvania
$666K
PAS
1224
PKS Advisory Services
New York
$666K +$46.8K +739 +8%
OC
1225
Oakworth Capital
Alabama
$666K

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.