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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
IA
1776
IAM Advisory
Pennsylvania
$295K +$32.1K +507 +13%
DP
1777
Dearborn Partners
Illinois
$294K
LAS
1778
Lloyd Advisory Services
Georgia
$293K -$89.1K -1,406 -24%
SSWM
1779
Strait & Sound Wealth Management
California
$293K -$29.8K -470 -10%
AWP
1780
Atlas Wealth Partners
Pennsylvania
$292K -$6.33K -100 -2%
MA
1781
Maxele Advisors
Missouri
$292K
FUBT
1782
First United Bank & Trust
Maryland
$292K -$7.03K -111 -2%
EFL
1783
ERn Financial LLC
Wisconsin
$292K -$2.34K -37 -0.8%
AFO
1784
Allie Family Office
Florida
$292K
OWM
1785
Orca Wealth Management
Florida
$292K -$5.32K -84 -2%
BS
1786
Banco Santander
Spain
$291K -$51.6K -815 -16%
SFG
1787
Sovereign Financial Group
Connecticut
$291K -$16.9K -267 -6%
BF
1788
Blankinship & Foster
California
$291K +$1.58K +25 +0.6%
RWM
1789
Rockline Wealth Management
New York
$291K
BBI
1790
Baxter Bros Inc
Connecticut
$291K
HBT
1791
Hills Bank & Trust
Iowa
$291K
RWB
1792
RMR Wealth Builders
New Jersey
$290K +$40.6K +641 +17%
KA
1793
Kercheville Advisors
Texas
$290K +$9.88K +156 +4%
ACA
1794
American Capital Advisory
Idaho
$290K -$127 -2 -0%
GAB
1795
German American Bancorp
Indiana
$290K +$31.7K +500 +13%
CICI
1796
Capital Investment Counsel Inc
North Carolina
$290K -$31.7K -500 -10%
FFO
1797
Fortitude Family Office
Arizona
$289K -$32.2K -509 -10%
RT
1798
Rockland Trust
Massachusetts
$288K -$9.5K -150 -3%
BWP
1799
Balboa Wealth Partners
Arizona
$288K -$8.62K -136 -3%
DA
1800
Detalus Advisors
Missouri
$287K

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.