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Altria Group

2,350 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, 1,006 increasing their positions, 765 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 106

32% more repeat investments, than reductions

Existing positions increased: 1,006 | 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: 2,2642,350 (+86)

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
2,350
Holders Change
+86
Holders Change %
+3.8%
% of All Funds
30.84%
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
1,006
Reduced
765
Closed
106
Calls
$851M
Puts
$1.01B
Net Calls
-$162M
Net Calls Change
-$303M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Oppenheimer Asset Management
New York
$35.4M +$256K +4,037 +0.8%
Canada Life
152
Canada Life
Manitoba, Canada
$35.1M +$1.27M +20,086 +4%
RAM
153
Resona Asset Management
Japan
$34.8M -$1.49M -23,587 -4%
Neuberger Berman Group
154
Neuberger Berman Group
New York
$34.4M +$4.12K +65 +0%
M&T Bank
155
M&T Bank
New York
$34.2M -$981K -15,483 -3%
CA
156
CSM Advisors
Pennsylvania
$34M +$3.76M +59,300 +13%
Daiwa Securities Group
157
Daiwa Securities Group
Japan
$33.4M +$6.32M +99,710 +25%
SA
158
Sanctuary Advisors
Indiana
$33.4M +$672K +10,609 +2%
Mirae Asset Global ETFs Holdings
159
Mirae Asset Global ETFs Holdings
Hong Kong
$33.2M +$707K +11,166 +2%
MAM
160
Martingale Asset Management
Massachusetts
$32.8M -$3.07M -48,489 -9%
CBU
161
CIBC Bancorp USA
Illinois
$32.8M +$31.4M +496,012 New
ASRS
162
Arizona State Retirement System
Arizona
$32.5M -$63.2K -997 -0.2%
ACM
163
Advisors Capital Management
New Jersey
$31.7M +$3.31M +52,235 +12%
Federated Hermes
164
Federated Hermes
Pennsylvania
$31.6M +$29.1M +459,162 +2,410%
Mackenzie Financial
165
Mackenzie Financial
Ontario, Canada
$31.4M -$110M -1,732,759 -78%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$31.3M +$1.57M +24,828 +6%
KAS
167
Kestra Advisory Services
Texas
$31.1M -$854K -13,478 -3%
MML Investors Services
168
MML Investors Services
Massachusetts
$31M +$1.24M +19,616 +4%
AA
169
ALPS Advisors
Colorado
$30.7M -$2.3M -36,230 -7%
LMIM
170
Lockheed Martin Investment Management
Maryland
$30.7M +$12.7M +201,000 +76%
SO
171
STRS Ohio
Ohio
$30.4M -$4.57M -72,174 -14%
Wellington Management Group
172
Wellington Management Group
Massachusetts
$30.3M +$7.33M +115,769 +34%
GAM
173
Gotham Asset Management
New York
$30.1M +$10.3M +162,181 +55%
SOMRS
174
State of Michigan Retirement System
Michigan
$30M -$234K -3,700 -0.8%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$29.7M -$773K -12,202 -3%

MO Hedge Fund Activity: Q3 2025 in Review

2,350 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 106 closed out — a net gain of 127 holders — while 1,006 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.

  • 2,350 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 106 closed out, a net change of +127 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.