We are live on ! Find out more
MO icon

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
SWA
1651
Sax Wealth Advisors
New Jersey
$348K +$9K +142 +3%
LWM
1652
Lakeridge Wealth Management
Ohio
$345K -$16.1K -254 -5%
NAM
1653
NTV Asset Management
West Virginia
$345K +$36K +569 +12%
DJSG
1654
D.J. St. Germain
Massachusetts
$344K +$7.6K +120 +2%
IDA
1655
Intelligence Driven Advisers
California
$343K -$26K -411 -7%
VHAM
1656
Van Hulzen Asset Management
California
$343K +$19K +300 +6%
CMF
1657
Counterpoint Mutual Funds
California
$343K +$329K +5,187 New
BIA
1658
Barry Investment Advisors
Massachusetts
$342K +$2.79K +44 +0.9%
BHWM
1659
Bar Harbor Wealth Management
New Hampshire
$342K -$30.5K -481 -9%
KIC
1660
Kensington Investment Counsel
California
$342K -$824 -13 -0.3%
FWM
1661
Forza Wealth Management
Florida
$342K +$27.7K +438 +9%
NWM
1662
Northwest Wealth Management
Iowa
$342K +$30.8K +486 +10%
SL
1663
Sentry LLC
Tennessee
$341K -$179K -2,820 -35%
MFG
1664
Mosaic Financial Group
Illinois
$341K
LPFG
1665
Landing Point Financial Group
Ohio
$340K +$326K +5,153 New
CFG
1666
Compton Financial Group
Maryland
$340K +$19.8K +312 +6%
PWM
1667
Palacios Wealth Management
Florida
$340K +$5.07K +80 +2%
OFS
1668
OMC Financial Services
New York
$339K
SDWIA
1669
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$338K
MAWA
1670
Moss Adams Wealth Advisors
Washington
$336K +$11.7K +184 +4%
TFO
1671
Tarbox Family Office
California
$336K +$1.27K +20 +0.4%
MFC
1672
Morris Financial Concepts
South Carolina
$336K +$101K +1,595 +46%
GSWM
1673
Golden State Wealth Management
California
$335K +$190 +3 +0.1%
NCM
1674
Next Capital Management
New York
$335K
CWM
1675
Centurion Wealth Management
Virginia
$335K +$69.9K +1,104 +28%

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.