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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
NG
1726
Novem Group
New York
$315K +$3.1K +49 +1%
FFG
1727
Frisch Financial Group
New York
$315K +$4.88K +77 +2%
SFS
1728
Sharp Financial Services
Pennsylvania
$315K +$6.33K +100 +2%
AC
1729
AXQ Capital
New Jersey
$314K +$301K +4,757 New
BWS
1730
Buck Wealth Strategies
Colorado
$314K -$123K -1,942 -29%
QL
1731
Quarry LP
New York
$313K -$168K -2,652 -36%
GW
1732
Griffith & Werner
Georgia
$312K +$344K +5,427 New
DE
1733
Diversified Enterprises
Delaware
$312K +$6.46K +102 +2%
WAG
1734
Wheelhouse Advisory Group
Missouri
$311K
RFS
1735
Richardson Financial Services
Massachusetts
$310K +$4.5K +71 +2%
JLBC
1736
J.L. Bainbridge & Co
Florida
$310K +$2.6K +41 +0.9%
PG
1737
Prostatis Group
Maryland
$310K +$5.2K +82 +2%
CWA
1738
Canvas Wealth Advisors
Kansas
$309K +$49.4K +780 +20%
RSWM
1739
Robertson Stephens Wealth Management
California
$309K -$80.5K -1,270 -22%
AGWCA
1740
Annis Gardner Whiting Capital Advisors
Florida
$309K +$99.3K +1,568 +51%
SDAM
1741
Shulman DeMeo Asset Management
New York
$309K -$90.4K -1,427 -23%
MPM
1742
Meritage Portfolio Management
Kansas
$309K +$3.42K +54 +1%
LAM
1743
Longboard Asset Management
Arizona
$308K
MPI
1744
Mairs & Power Inc
Minnesota
$308K -$31.5K -497 -10%
RPCONE
1745
Retirement Planning Company of New England
Rhode Island
$307K +$9.38K +148 +3%
OL
1746
OneFund LLC
Florida
$307K +$10K +158 +4%
FB
1747
Finward Bancorp
Indiana
$307K -$4.82K -76 -2%
CHAM
1748
Clear Harbor Asset Management
Connecticut
$307K
HNWAG
1749
High Net Worth Advisory Group
Florida
$306K +$5.7K +90 +2%
MFWP
1750
Mosaic Family Wealth Partners
Missouri
$306K -$4.88K -77 -2%

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.