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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
CSC
1601
Caldwell Sutter Capital
California
$374K -$5.76K -91 -2%
EFG
1602
Everhart Financial Group
Ohio
$374K +$103K +1,624 +40%
CA
1603
Centerpoint Advisors
Massachusetts
$372K +$7.86K +124 +2%
MCC
1604
Money Concepts Capital
Florida
$372K -$218K -3,439 -38%
BOPW
1605
Brandywine Oak Private Wealth
Pennsylvania
$372K +$15.8K +249 +5%
EIA
1606
Edgemoor Investment Advisors
Maryland
$372K
VFPW
1607
Vantage Financial Partners (Wisconsin)
Wisconsin
$370K +$56.7K +895 +19%
PIM
1608
Penobscot Investment Management
Massachusetts
$370K
APW
1609
Austin Private Wealth
Texas
$370K -$3.29K -52 -0.9%
VC
1610
Vestor Capital
Illinois
$368K -$3.72M -58,743 -91%
EL
1611
EWA LLC
Pennsylvania
$368K +$14.6K +231 +4%
HW
1612
Hedeker Wealth
Illinois
$367K +$6.08K +96 +2%
RFA
1613
Register Financial Advisors
Georgia
$367K -$9.76K -154 -3%
PHWM
1614
Pine Harbor Wealth Management
Maryland
$367K +$11.3K +179 +3%
OSNBOA
1615
Old Second National Bank of Aurora
Illinois
$365K -$50.7K -800 -13%
FCB
1616
First County Bank
Connecticut
$365K +$350K +5,522 New
LGF
1617
LGT Group Foundation
Liechtenstein
$364K +$86.1K +1,359 +33%
GWA
1618
Gratus Wealth Advisors
Virginia
$364K
ME
1619
McIlrath & Eck
Washington
$363K +$19.1K +301 +6%
SPWG
1620
Sage Private Wealth Group
Illinois
$362K +$4.37K +69 +1%
FAG
1621
Fortitude Advisory Group
Washington
$361K +$34.5K +545 +11%
EIM
1622
Ervin Investment Management
Washington
$360K
IPW
1623
Intergy Private Wealth
Colorado
$360K +$5.51K +87 +2%
LIM
1624
Letson Investment Management
Georgia
$359K
GWWM
1625
Great Waters Wealth Management
Minnesota
$359K

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.