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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
TAM
1251
Tocqueville Asset Management
New York
$646K +$33.7K +532 +6%
HIC
1252
Holderness Investments Company
North Carolina
$645K +$91.2K +1,440 +17%
AC
1253
Apella Capital
Connecticut
$645K -$33.3K -526 -5%
PWW
1254
Pettyjohn Wood & White
Virginia
$642K
OWA
1255
One Wealth Advisors
California
$640K +$9.19K +145 +2%
RIP
1256
Reliant Investment Partners
North Carolina
$639K -$6.27K -99 -1%
OE
1257
October Effect
Virginia
$637K -$65.3K -1,030 -10%
CAAS
1258
Capital Asset Advisory Services
Michigan
$637K +$33.9K +535 +6%
AWA
1259
AmeriServ Wealth Advisors
Pennsylvania
$637K -$63 -1 -0%
MCA
1260
MSH Capital Advisors
Arizona
$636K +$634 +10 +0.1%
TAM
1261
Titleist Asset Management
Texas
$636K -$77.9K -1,229 -11%
ICP
1262
Interchange Capital Partners
Pennsylvania
$636K +$112K +1,774 +23%
4WM
1263
49 Wealth Management
Texas
$635K +$609K +9,619 New
WSC
1264
Wellington Shields & Co
New York
$635K +$11.6K +183 +2%
LSA
1265
Leonteq Securities AG
Switzerland
$634K -$153K -2,419 -20%
NWM
1266
Northcape Wealth Management
New York
$633K +$380 +6 +0.1%
SCM
1267
Schnieders Capital Management
California
$632K -$4.05K -64 -0.7%
WEG
1268
World Equity Group
Illinois
$631K -$1.52K -24 -0.3%
BFC
1269
Bedel Financial Consulting
Indiana
$631K -$3.1K -49 -0.5%
CIA
1270
Choate Investment Advisors
Massachusetts
$631K +$18K +284 +3%
MCM
1271
Monarch Capital Management
Indiana
$630K
WHG
1272
Westwood Holdings Group
Texas
$630K -$71.1K -1,122 -11%
LI
1273
LRI Investments
Florida
$630K +$19.5K +308 +3%
GC
1274
Gibson Capital
Pennsylvania
$629K +$603K +9,516 New
PAMG
1275
Patton Albertson Miller Group
Tennessee
$628K +$2.91K +46 +0.5%

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.