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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
QWP
1451
Quotient Wealth Partners
Texas
$476K -$1.01K -16 -0.2%
JCM
1452
J2 Capital Management
Michigan
$474K -$17.5K -277 -4%
WDA
1453
Wendell David Associates
New Hampshire
$472K +$42.1K +665 +10%
FBFS
1454
First Business Financial Services
Wisconsin
$470K
WWM
1455
Whalen Wealth Management
Nevada
$470K +$451K +7,116 New
BA
1456
Bluesphere Advisors
Pennsylvania
$470K +$8.87K +140 +2%
DSN
1457
D. Scott Neal
Kentucky
$469K
RCA
1458
Ranch Capital Advisors
Florida
$468K +$4.18K +66 +0.9%
KFA
1459
Krane Funds Advisors
New York
$465K -$81.3K -1,283 -15%
ST
1460
Smithfield Trust
Pennsylvania
$465K
HCM
1461
Hodges Capital Management
Texas
$464K -$31.7K -500 -7%
TPWA
1462
TRUE Private Wealth Advisors
Oregon
$464K +$34.8K +550 +8%
PB
1463
Pinnacle Bancorp
Nebraska
$464K
BFG
1464
Bouchey Financial Group
New York
$462K +$950 +15 +0.2%
CNBT
1465
Canandaigua National Bank & Trust
New York
$462K -$6.02K -95 -1%
OWA
1466
Opal Wealth Advisors
New York
$462K +$17.2K +271 +4%
ORC
1467
O'Rourke & Company
Massachusetts
$461K +$36.4K +575 +9%
PIA
1468
Perennial Investment Advisors
California
$460K +$9.88K +156 +2%
SWP
1469
Summit Wealth Partners
Florida
$460K +$1.46K +23 +0.3%
WCAMG
1470
Woodard & Company Asset Management Group
North Carolina
$457K
BCM
1471
Birmingham Capital Management
Alabama
$456K -$92.7K -1,463 -17%
BCG
1472
Breakwater Capital Group
New Jersey
$455K -$11.8K -187 -3%
EWM
1473
EPG Wealth Management
Georgia
$454K +$1.33K +21 +0.3%
WCM
1474
Winebrenner Capital Management
Kentucky
$454K
MWM
1475
MBE Wealth Management
Wisconsin
$454K +$8.11K +128 +2%

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.