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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
LGW
1626
Leslie Global Wealth
Illinois
$359K +$344K +5,431 New
CA
1627
Calton & Associates
Florida
$359K +$59K +932 +21%
GP
1628
Greenline Partners
New York
$358K
SWIM
1629
Smallwood Wealth Investment Management
New Jersey
$357K -$1.52K -24 -0.4%
SBWIC
1630
Schaper Benz & Wise Investment Counsel
Wisconsin
$356K +$63 +1 +0%
VA
1631
Valmark Advisers
Ohio
$356K -$16.6K -262 -5%
AWA
1632
A4 Wealth Advisors
North Carolina
$355K +$341K +5,378 New
WTA
1633
Washington Trust Advisors
Massachusetts
$355K -$38K -600 -10%
BRWM
1634
Blue Rock Wealth Management
North Carolina
$355K
NPFS
1635
Novak & Powell Financial Services
Florida
$355K +$32.7K +516 +11%
YIH
1636
Y-Intercept (HK)
Hong Kong
$353K -$7.05M -111,287 -95%
PMG
1637
ProVise Management Group
Florida
$353K -$923K -14,571 -73%
FMTC
1638
Farmers & Merchants Trust Company
California
$353K -$326K -5,151 -49%
IWM
1639
Iams Wealth Management
Nebraska
$352K +$73K +1,153 +28%
VBA
1640
von Borstel & Associates
Oregon
$352K +$388K +6,131 New
AAB
1641
ABN AMRO Bank
Netherlands
$351K +$339K +5,355 New
TW
1642
TritonPoint Wealth
Maryland
$351K -$634 -10 -0.2%
TB
1643
Terril Brothers
Missouri
$351K +$337K +5,315 New
FNB
1644
Farmers National Bank
Kentucky
$351K
SL
1645
Summitry LLC
California
$349K -$133K -2,096 -28%
MAM
1646
MWA Asset Management
Massachusetts
$348K +$334K +5,268 New
BM
1647
Berman McAleer
Maryland
$348K +$328K +5,183 New
FCA
1648
Fortis Capital Advisors
Kansas
$348K +$4.75K +75 +1%
ANTB
1649
AMG National Trust Bank
Colorado
$348K +$8.55K +135 +3%
1WM
1650
1900 Wealth Management
Texas
$348K +$2.6K +41 +0.8%

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.