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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
HAS
1401
Holland Advisory Services
Florida
$509K
EW
1402
Elyxium Wealth
California
$509K -$109K -1,719 -18%
BSTWA
1403
Blake Schutter Theil Wealth Advisors
Ohio
$509K -$44.1K -696 -8%
TWM
1404
TCFG Wealth Management
California
$508K +$7.98K +126 +2%
OIA
1405
Optimum Investment Advisors
Illinois
$507K
TNB
1406
Thomasville National Bank
Georgia
$507K +$7.92K +125 +2%
SN
1407
Sittner & Nelson
Oregon
$506K
BFG
1408
Berger Financial Group
Minnesota
$506K +$1.71K +27 +0.4%
BWM
1409
BAM Wealth Management
Colorado
$505K +$485K +7,652 New
CCA
1410
Cobblestone Capital Advisors
New York
$505K
WDG
1411
Wealth Dimensions Group
Ohio
$505K -$19.5K -308 -4%
BFA
1412
Brown Financial Advisors
Ohio
$505K +$484K +7,643 New
OWP
1413
Obermeyer Wealth Partners
Colorado
$505K +$41.2K +650 +9%
TCA
1414
Transcend Capital Advisors
New Jersey
$503K +$3.8K +60 +0.8%
ECM
1415
Element Capital Management
New York
$503K +$482K +7,614 New
AAA
1416
American Alpha Advisors
New York
$502K -$32K -505 -6%
PPH
1417
Pure Portfolios Holdings
Oregon
$502K +$14.3K +226 +3%
1IA
1418
1620 Investment Advisors
Massachusetts
$502K
FWTB
1419
First Western Trust Bank
Colorado
$502K
GPW
1420
Gentry Private Wealth
Kansas
$502K +$4.88K +77 +1%
HWM
1421
HighMark Wealth Management
Minnesota
$501K +$3.93K +62 +0.8%
MFGM
1422
Marshall Financial Group (Maryland)
Maryland
$501K
WIM
1423
WealthPlan Investment Management
Nebraska
$500K +$12K +190 +3%
PJSIMP
1424
P.J. Schmidt Investment Management (PJS)
Wisconsin
$499K
ACA
1425
Affinity Capital Advisors
California
$498K -$17.1K -270 -3%

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.