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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
MCM
1551
MV Capital Management
Maryland
$409K +$1.14K +18 +0.3%
KP
1552
Keel Point
Alabama
$409K +$75.5K +1,191 +24%
TIA
1553
Tandem Investment Advisors
South Carolina
$409K -$6.53K -103 -2%
CPA
1554
Capital Performance Advisors
California
$408K +$149K +2,345 +61%
SWA
1555
Strata Wealth Advisors
Texas
$407K +$390K +6,162 New
AGA
1556
Accuvest Global Advisors
Utah
$404K
CCT
1557
Capital City Trust
Florida
$404K +$4.82K +76 +1%
MWM
1558
Maridea Wealth Management
New York
$403K +$397K +6,262 New
DWM
1559
Destination Wealth Management
California
$403K +$697 +11 +0.2%
AIC
1560
Archer Investment Corporation
Indiana
$403K +$1.9K +30 +0.5%
TWA
1561
Trace Wealth Advisors
California
$402K +$3.29K +52 +0.9%
MFG
1562
Magnus Financial Group
New York
$401K +$5.58K +88 +1%
BIG
1563
Brookwood Investment Group
Arizona
$401K +$384K +6,063 New
VCM
1564
Versant Capital Management
Arizona
$400K +$25.4K +401 +7%
GD
1565
Grandfield & Dodd
New York
$400K -$89.6K -1,415 -19%
BCI
1566
Blue Capital Inc
Nebraska
$399K -$295K -4,661 -44%
BFA
1567
Bright Financial Advisors
Michigan
$399K +$382K +6,035 New
TFGT
1568
TS Financial Group (TSFG)
Illinois
$396K -$3.67K -58 -1%
QFW
1569
QTR Family Wealth
Florida
$396K +$33.1K +523 +10%
SSC
1570
Syverson Strege & Co
Iowa
$396K -$28.6K -451 -7%
AWAP
1571
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$395K -$8.62K -136 -2%
SCM
1572
Silvant Capital Management
Georgia
$394K
PIMG
1573
Patriot Investment Management Group
Tennessee
$393K -$950 -15 -0.3%
NRG
1574
Nemes Rush Group
Michigan
$390K +$697 +11 +0.2%
GI
1575
GAMCO Investors
Connecticut
$390K

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.