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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
SCM
1326
Stevens Capital Management
Pennsylvania
$586K -$3.4M -53,658 -86%
CCAM
1327
Cascades Capital Asset Management
North Carolina
$586K +$81.2K +1,282 +17%
TA
1328
TFB Advisors
Kansas
$583K -$115K -1,821 -17%
WPW
1329
Waldron Private Wealth
Pennsylvania
$581K
CST
1330
Charles Schwab Trust
Nevada
$579K +$159K +2,504 +40%
Hudson Bay Capital Management
1331
Hudson Bay Capital Management
Connecticut
$578K +$124K +1,960 +29%
EC
1332
EntryPoint Capital
New York
$577K +$270K +4,268 +96%
AAG
1333
Armstrong Advisory Group
Massachusetts
$576K +$2.41K +38 +0.4%
TFA
1334
Teamwork Financial Advisors
Texas
$575K -$40.8K -644 -7%
GF
1335
Gries Financial
Ohio
$574K -$106K -1,671 -16%
BF
1336
bLong Financial
Tennessee
$572K -$62.4K -985 -10%
WE
1337
Wealth Effects
Massachusetts
$572K -$47.5K -750 -8%
CCB
1338
Country Club Bank
Missouri
$571K +$200K +3,159 +57%
PWM
1339
Partners Wealth Management
California
$570K +$4.69K +74 +0.9%
CTI
1340
Community Trust & Investment
Kentucky
$570K +$100K +1,579 +22%
CAS
1341
Coppell Advisory Solutions
Texas
$570K +$37.5K +592 +7%
DSC
1342
Duncker Streett & Co
Missouri
$570K +$3.99K +63 +0.7%
CVM
1343
Cheviot Value Management
California
$569K +$507 +8 +0.1%
CFA
1344
Cahill Financial Advisors
Minnesota
$568K +$31.4K +496 +6%
AI
1345
Accredited Investors
Minnesota
$568K +$14.7K +232 +3%
SFC
1346
SYM Financial Corp
Indiana
$565K -$159K -2,517 -23%
IA
1347
IFG Advisors
Missouri
$563K
MSCM
1348
McElhenny Sheffield Capital Management
Texas
$563K -$55.8K -880 -9%
SCP
1349
Sivia Capital Partners
California
$562K +$136K +2,148 +34%
DWT
1350
Dorsey & Whitney Trust
South Dakota
$560K +$127 +2 +0%

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.