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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
LI
1301
Lafayette Investments
Maryland
$607K
MG
1302
Mather Group
Illinois
$606K +$115K +1,814 +25%
WFI
1303
West Family Investments
California
$606K +$21.2K +335 +4%
IC
1304
Inscription Capital
Texas
$605K +$162K +2,559 +39%
OIM
1305
Orca Investment Management
Oregon
$604K -$5.07K -80 -0.9%
VEA
1306
Virtus ETF Advisers
New York
$603K -$132K -2,076 -19%
SCM
1307
Shelton Capital Management
Colorado
$603K -$15.8K -249 -3%
MBT
1308
Montecito Bank & Trust
California
$602K +$578K +9,119 New
Empower Advisory Group
1309
Empower Advisory Group
Colorado
$602K -$67.4K -1,064 -10%
EPIM
1310
Evelyn Partners Investment Management
$602K
DI
1311
Diligent Investors
California
$602K +$1.77K +28 +0.3%
BCM
1312
Buckhead Capital Management
Georgia
$601K -$7.86K -124 -1%
PCA
1313
Prosperity Capital Advisors
Ohio
$598K +$14.3K +226 +3%
XWM
1314
Xcel Wealth Management
Florida
$596K +$98.5K +1,554 +21%
NSEDCP
1315
NJ State Employees Deferred Compensation Plan
New Jersey
$595K
SEP
1316
Southland Equity Partners
Missouri
$595K +$1.77K +28 +0.3%
PWMAG
1317
Pinnacle Wealth Management Advisory Group
New Jersey
$593K +$1.39K +22 +0.2%
UCMOK
1318
United Capital Management of KS
Kansas
$592K +$6.53K +103 +1%
SFS
1319
Symphony Financial Services
Ohio
$591K -$19.4K -307 -3%
PL
1320
Plancorp LLC
Missouri
$591K -$1.33K -21 -0.2%
TPCW
1321
TD Private Client Wealth
New York
$591K +$41.9K +661 +8%
GIP
1322
Greatmark Investment Partners
Georgia
$590K
NGA
1323
Naples Global Advisors
Florida
$589K -$697 -11 -0.1%
PCM
1324
Perritt Capital Management
Illinois
$589K -$20K -316 -3%
ET
1325
Equitable Trust
Tennessee
$588K +$135K +2,134 +32%

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.