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
MFC
1701
Mechanics Financial Corp
Ohio
$325K
EB
1702
Emprise Bank
Kansas
$325K
CPSAC
1703
Chas P. Smith & Associates (CPS)
Florida
$325K -$176K -2,775 -36%
OA
1704
Operose Advisors
Wisconsin
$324K
YIM
1705
Yoffe Investment Management
Pennsylvania
$324K
UBG
1706
United Bank (Georgia)
Georgia
$323K +$4.18K +66 +1%
BCV
1707
Banque Cantonale Vaudoise
Switzerland
$323K
ADL
1708
Asset Dedication LLC
California
$322K +$248K +3,920 +413%
LIP
1709
Lighthouse Investment Partners
Florida
$322K -$132K -2,079 -30%
SCG
1710
Sonata Capital Group
Washington
$321K -$6.33K -100 -2%
ST
1711
Sageworth Trust
Pennsylvania
$320K +$307K +4,847 New
BI
1712
Beckerman Institutional
New Jersey
$320K
KAM
1713
KEB Asset Management
Illinois
$320K +$40K +632 +15%
EW
1714
Element Wealth
Mississippi
$319K +$16.5K +261 +6%
AWM
1715
Act Wealth Management
Texas
$319K -$4.75K -75 -2%
AWMM
1716
Aegis Wealth Management (Maryland)
Maryland
$319K -$101K -1,601 -25%
SCI
1717
Silver Coast Investments
United States
$318K -$115K -1,815 -27%
RCM
1718
Raleigh Capital Management
North Carolina
$318K -$25K -395 -8%
AP
1719
Atwood & Palmer
Missouri
$318K
SDWMA
1720
Schneider Downs Wealth Management Advisors
Pennsylvania
$317K +$10.6K +168 +4%
SFM
1721
Signet Financial Management
New Jersey
$317K -$6.33K -100 -2%
BTD
1722
BankPlus Trust Department
Mississippi
$316K +$292K +4,604 +2,516%
TCBWMS
1723
Texas Capital Bank Wealth Management Services
Texas
$316K +$303K +4,783 New
RMDI
1724
R.M. Davis Inc
Maine
$316K -$239K -3,780 -44%
JC
1725
JB Capital
Connecticut
$316K +$7.41K +117 +3%

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.