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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
FPCP
1426
Fort Point Capital Partners
California
$498K +$32.4K +511 +7%
CL
1427
CLG LLC
California
$498K +$507 +8 +0.1%
HFO
1428
Heritage Family Offices
Arizona
$497K
HI
1429
Hendershot Investments
Virginia
$497K -$91.2K -1,439 -16%
PGAM
1430
Princeton Global Asset Management
New Jersey
$496K +$101K +1,600 +27%
GA
1431
GFS Advisors
Texas
$493K
CBA
1432
Coastal Bridge Advisors
Connecticut
$493K +$40.2K +635 +9%
BSSFA
1433
Baron Silver Stevens Financial Advisors
Florida
$492K -$30.2K -477 -6%
SP
1434
Successful Portfolios
Florida
$489K -$16.8K -265 -3%
ZIG
1435
Zullo Investment Group
Pennsylvania
$488K +$11.1K +175 +2%
LRWA
1436
Long Run Wealth Advisors
New York
$487K +$467K +7,372 New
RZH
1437
Relyea Zuckerberg Hanson
Connecticut
$486K -$209K -3,292 -31%
CWMG
1438
Compass Wealth Management (Georgia)
Georgia
$486K +$127 +2 +0%
GM
1439
GeoWealth Management
Illinois
$484K +$24.5K +386 +6%
WT
1440
Washington Trust
Rhode Island
$483K +$18.2K +288 +4%
BIAS
1441
Beacon Investment Advisory Services
New Jersey
$483K +$8.93K +141 +2%
WA
1442
WBH Advisory
Maryland
$483K -$47.4K -748 -9%
DIM
1443
Delta Investment Management
California
$482K +$2.28K +36 +0.5%
EWA
1444
Exit Wealth Advisors
Georgia
$481K +$461K +7,274 New
HAS
1445
Horizon Advisory Services
New York
$480K -$7.54K -119 -2%
PWPS
1446
Pinnacle Wealth Planning Services
Ohio
$480K -$6.78K -107 -1%
SSWM
1447
Smith Salley Wealth Management
North Carolina
$480K
CCT
1448
Chemung Canal Trust
New York
$479K +$7.35K +116 +2%
FFBTD
1449
First Financial Bank - Trust Division
Ohio
$478K
SI
1450
Severin Investments
Missouri
$477K +$20.1K +317 +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.