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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
BCMLT
1501
Beacon Capital Management LLC (Tennessee)
Tennessee
$440K +$4.25K +67 +1%
LMKC
1502
L.M. Kohn & Company
Ohio
$440K -$246K -3,884 -37%
ST
1503
Somerset Trust
Pennsylvania
$439K +$3.17K +50 +0.8%
HIC
1504
Harvey Investment Company
Kentucky
$438K
SIAP
1505
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$438K
BAG
1506
Bridgewealth Advisory Group
California
$438K -$16.6K -262 -4%
NMIMC
1507
Northwestern Mutual Investment Management Company
Wisconsin
$436K -$1.52K -24 -0.4%
EW
1508
Evoke Wealth
California
$436K +$180K +2,834 +77%
PAA
1509
Peregrine Asset Advisers
Oregon
$436K
6F
1510
626 Financial
Michigan
$436K +$1.01K +16 +0.2%
HP
1511
Hilltop Partners
Indiana
$435K +$22.6K +356 +6%
CAL
1512
Capital Analysts LLC
Pennsylvania
$435K +$1.9K +30 +0.5%
OFS
1513
OneAscent Financial Services
Alabama
$435K -$193K -3,049 -32%
WDL
1514
Well Done LLC
Michigan
$431K +$23.2K +366 +6%
GL
1515
Gerber LLC
Ohio
$431K -$122K -1,918 -23%
RFG
1516
RFP Financial Group
Georgia
$431K +$12K +190 +3%
WB
1517
West Bancorporation
Iowa
$430K +$64.4K +1,017 +18%
SACTSONJ
1518
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$429K
CPRC
1519
Consolidated Portfolio Review Corp
New York
$429K -$117K -1,846 -22%
PFSC
1520
Peoples Financial Services Corp
Pennsylvania
$428K
CFGW
1521
Chancellor Financial Group WB
Pennsylvania
$428K +$1.84K +29 +0.4%
SB
1522
SIG Brokerage
New York
$427K +$410K +6,471 New
PC
1523
Prairiewood Capital
North Dakota
$427K
BOJHT
1524
Bank of Jackson Hole Trust
Wyoming
$427K +$27.2K +430 +7%
AFG
1525
Albion Financial Group
Utah
$427K +$304K +4,800 +289%

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.