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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
CWA
1751
Carolina Wealth Advisors
South Carolina
$306K +$181K +2,860 +161%
HCM
1752
Howland Capital Management
Massachusetts
$306K -$114K -1,800 -28%
BWP
1753
Barlow Wealth Partners
Kentucky
$305K
VC
1754
Vicus Capital
Pennsylvania
$304K -$27.5K -434 -9%
CT
1755
Coastline Trust
Rhode Island
$304K
HTHT
1756
Hemenway Trust Hemenway Trust
New Hampshire
$304K
BCB
1757
Brian C. Broderick
$304K -$10.7K -169 -4%
FBC
1758
Fairfield, Bush & Co
Connecticut
$303K -$7.92K -125 -3%
DWM
1759
Diversify Wealth Management
Utah
$303K +$9.82K +155 +3%
NMCM
1760
Nicholson Meyer Capital Management
Missouri
$302K +$63 +1 +0%
APG
1761
Abacus Planning Group
South Carolina
$302K
CCM
1762
Chilton Capital Management
Texas
$301K -$1.77K -28 -0.6%
VIPI
1763
Vista Investment Partners II
Indiana
$301K -$253 -4 -0.1%
FDCP
1764
Foster Dykema Cabot & Partners
Massachusetts
$299K +$61K +963 +28%
TBNY
1765
Trustco Bank (New York)
New York
$299K
HFS
1766
Hoge Financial Services
Pennsylvania
$298K +$6.4K +101 +2%
BAM
1767
Byrne Asset Management
New Jersey
$298K -$16.2K -255 -5%
ABWM
1768
Alpine Bank Wealth Management
Colorado
$297K -$3.8K -60 -1%
AW
1769
Alteri Wealth
California
$297K +$5.83K +92 +2%
DDC
1770
DF Dent & Co
Maryland
$296K
CPIA
1771
Cornell Pochily Investment Advisors
New York
$296K +$6.33K +100 +2%
PWMG
1772
Prestige Wealth Management Group
New Jersey
$296K +$9.95K +157 +4%
BCM
1773
Becker Capital Management
Oregon
$296K +$18.4K +290 +7%
NB
1774
Nicolet Bankshares
Wisconsin
$295K
RFA
1775
ROI Financial Advisors
Oregon
$295K +$283K +4,462 New

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.