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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
TC
1376
Trilogy Capital
California
$535K +$20.9K +330 +4%
SMA
1377
Seven Mile Advisory
New Jersey
$534K +$74.6K +1,177 +17%
SA
1378
Strategic Advisors
New York
$534K -$44.5K -702 -8%
LAM
1379
Lifestyle Asset Management
Texas
$529K +$233K +3,671 +85%
WHRC
1380
W.H. Reaves & Co
New Jersey
$528K
DI
1381
DDFG Inc
California
$528K +$1.14K +18 +0.2%
HIIFS
1382
Harel Insurance Investments & Financial Services
Israel
$527K -$125K -1,971 -20%
CB
1383
Centennial Bank
Arkansas
$526K -$11.7K -185 -2%
CAM
1384
Councilmark Asset Management
Tennessee
$526K
FPW
1385
Fairvoy Private Wealth
Alabama
$526K +$570 +9 +0.1%
CWMP
1386
Clarion Wealth Managment Partners
Virginia
$523K -$29.6K -468 -6%
FFP
1387
FourThought Financial Partners
Florida
$522K -$10.2K -161 -2%
MA
1388
MJP Associates
Connecticut
$521K +$150K +2,364 +43%
ACM
1389
Aljian Capital Management
Nevada
$521K -$2.15K -34 -0.4%
BW
1390
Blalock Williams
Alabama
$521K +$17.4K +275 +4%
MA
1391
Montag & Associates
Georgia
$520K +$2.09K +33 +0.4%
MW
1392
MBL Wealth
North Carolina
$518K +$87.3K +1,378 +21%
SLC
1393
Second Line Capital
Louisiana
$518K +$4.18K +66 +0.9%
HFS
1394
Howard Financial Services
Texas
$517K +$9.57K +151 +2%
MSFS
1395
Main Street Financial Solutions
Pennsylvania
$516K +$5.2K +82 +1%
SP
1396
Stablepoint Partners
Massachusetts
$515K -$63 -1 -0%
BT
1397
Banque Transatlantique
France
$514K
MCM
1398
Manchester Capital Management
Vermont
$514K +$2.09K +33 +0.4%
PK
1399
Pflug Koory
Nebraska
$513K -$1.39K -22 -0.3%
WCM
1400
WealthBridge Capital Management
Ohio
$512K +$2.03K +32 +0.4%

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.