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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
HIA
1476
Harbor Investment Advisory
Maryland
$453K -$887 -14 -0.2%
WAC
1477
William Allan Corp
Colorado
$452K +$95K +1,500 +28%
BHIA
1478
Birch Hill Investment Advisors
Massachusetts
$451K +$90.8K +1,434 +27%
AWM
1479
Avior Wealth Management
Nebraska
$451K -$248K -3,914 -36%
CIA
1480
Cohen Investment Advisors
New Hampshire
$450K -$10.2K -161 -2%
CPL
1481
CAP Partners LLC
Tennessee
$449K +$3.8K +60 +0.9%
CFG
1482
Copley Financial Group
California
$448K +$430K +6,782 New
SRA
1483
Secured Retirement Advisors
Minnesota
$447K +$134K +2,108 +45%
FFA
1484
Fragasso Financial Advisors
Pennsylvania
$447K +$9.19K +145 +2%
PWG
1485
Portside Wealth Group
Utah
$446K +$57.3K +905 +15%
FWP
1486
Firethorn Wealth Partners
Georgia
$446K +$19.6K +309 +5%
CDWM
1487
Campbell Deegan Wealth Management
Virginia
$446K +$13.1K +206 +3%
MF
1488
Manchester Financial
California
$446K
VAG
1489
VisionPoint Advisory Group
Texas
$446K +$40.4K +638 +10%
SPWM
1490
Schrum Private Wealth Management
Florida
$445K +$54.5K +860 +15%
AFWM
1491
Abich Financial Wealth Management
Virginia
$445K +$427K +6,737 New
RC
1492
Rovin Capital
Arizona
$445K -$68.5K -1,081 -14%
DLA
1493
Douglas Lane & Associates
New York
$444K -$2.03K -32 -0.5%
AB
1494
Atlas Brown
Kentucky
$443K -$14.3K -225 -3%
JAG
1495
Journey Advisory Group
Kentucky
$442K
AAM
1496
Augustine Asset Management
Florida
$442K +$12.2K +192 +3%
NEWAS
1497
N.E.W. Advisory Services
Wisconsin
$442K +$5.83K +92 +1%
SP
1498
Symmetry Partners
Connecticut
$441K +$12.5K +198 +3%
MSWM
1499
McGlone Suttner Wealth Management
Wisconsin
$441K +$20.1K +317 +5%
MYLI
1500
Meiji Yasuda Life Insurance
Japan
$440K -$404K -6,377 -49%

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.