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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
BO
1526
Bank OZK
Arkansas
$427K -$7.6K -120 -2%
SWA
1527
SFMG Wealth Advisors
Texas
$426K +$3.61K +57 +0.9%
EFSCE
1528
Enterprise Financial Services Corp (EFSC)
Missouri
$426K -$4.12K -65 -1%
TFS
1529
Thoroughbred Financial Services
Tennessee
$425K -$6.21K -98 -1%
ICP
1530
Impact Capital Partners
Colorado
$425K -$114K -1,796 -22%
MK
1531
MASTERINVEST Kapitalanlage
$425K -$120K -1,898 -23%
CF
1532
Convergence Financial
Missouri
$424K +$114K +1,806 +39%
RWM
1533
Riverbend Wealth Management
South Carolina
$422K +$7.41K +117 +2%
FFG
1534
Fiduciary Financial Group
California
$420K -$1.46K -23 -0.4%
EAM
1535
Evanson Asset Management
California
$420K +$1.33K +21 +0.3%
MAG
1536
Mayfair Advisory Group
Alabama
$420K
WF
1537
Wayfinding Financial
Washington
$419K -$634 -10 -0.2%
S
1538
SimplyRich
California
$418K -$887 -14 -0.2%
DFG
1539
Dynamic Financial Group
Iowa
$416K -$7.67K -121 -2%
RK
1540
Rather & Kittrell
Tennessee
$416K +$399K +6,293 New
IAG
1541
Investment Advisory Group
Massachusetts
$416K -$380 -6 -0.1%
TFG
1542
Taylor Financial Group
Virginia
$415K
FPL
1543
Fortress Private Ledger
North Carolina
$415K +$16.6K +262 +4%
AHC
1544
Adell Harriman & Carpenter
Texas
$413K -$1.08K -17 -0.3%
KA
1545
KDT Advisors
New York
$413K
FDDB
1546
Fidelity D&D Bancorp
Pennsylvania
$412K
WFA
1547
WMG Financial Advisors
Tennessee
$412K +$29.1K +459 +8%
WMA
1548
Wealth Management Associates
New Jersey
$412K +$43.7K +690 +12%
KWMG
1549
King Wealth Management Group
Florida
$411K -$14.8K -233 -4%
CA
1550
Carson Advisory
Georgia
$410K -$12.5K -197 -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.