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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
CFCI
1576
Comprehensive Financial Consultants Institutional
Indiana
$387K
CIA
1577
Caerus Investment Advisors
Texas
$386K +$371K +5,850 New
RG
1578
Renaissance Group
Kentucky
$386K
CFFP
1579
Center for Financial Planning
Michigan
$386K
LT
1580
Legacy Trust
Michigan
$386K +$370K +5,836 New
1SB
1581
1ST Source Bank
Indiana
$385K
WCFA
1582
Walkner Condon Financial Advisors
Wisconsin
$385K +$55.8K +881 +18%
EA
1583
Everpar Advisors
Oklahoma
$384K +$6.78K +107 +2%
KCM
1584
Kornitzer Capital Management
Kansas
$384K +$12.8K +202 +4%
TF
1585
Tandem Financial
Colorado
$383K -$6.33K -100 -2%
CL
1586
COWA LLC
Oklahoma
$383K -$13.9K -219 -4%
GWANC
1587
Guardian Wealth Advisors (North Carolina)
North Carolina
$383K +$10.5K +166 +3%
FGWP
1588
Founders Grove Wealth Partners
Virginia
$382K +$10.5K +165 +3%
AIFAIM
1589
American Institute for Advanced Investment Management
Arizona
$381K -$3.17K -50 -0.9%
RCI
1590
RS Crum Inc
California
$381K
SEIA
1591
Signature Estate & Investment Advisors
California
$381K +$6.14K +97 +2%
TPI
1592
Trust Point Inc
Wisconsin
$380K +$57.7K +910 +19%
RWP
1593
Ridgecrest Wealth Partners
California
$380K
CSF
1594
Capital Squared Financial
Maryland
$379K +$363K +5,735 New
AI
1595
AdvisorShares Investments
Maryland
$378K -$494K -7,801 -58%
CH
1596
Cromwell Holdings
Wyoming
$377K
PCS
1597
Private Client Services
Kentucky
$376K -$181K -2,850 -33%
AWM
1598
Aberdeen Wealth Management
Illinois
$376K
RF
1599
Roxbury Financial
New Jersey
$375K +$1.71K +27 +0.5%
TA
1600
TrueWealth Advisors
Alabama
$374K +$5.32K +84 +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.