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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
LWM
1801
LongView Wealth Management
Georgia
$286K
LWM
1802
LeConte Wealth Management
Tennessee
$286K +$274K +4,322 New
TIA
1803
Traphagen Investment Advisors
New Jersey
$285K -$33.3K -526 -11%
KFA
1804
Kelleher Financial Advisors
New York
$285K +$273K +4,310 New
LWM
1805
LJI Wealth Management
Indiana
$285K -$16K -253 -6%
LGWM
1806
Litman Gregory Wealth Management
California
$285K
WB
1807
Webster Bank
Connecticut
$284K
CCG
1808
Ceeto Capital Group
Florida
$284K +$20.8K +328 +8%
PFWA
1809
Paces Ferry Wealth Advisors
Georgia
$283K -$8.81K -139 -3%
CAM
1810
Concorde Asset Management
Michigan
$283K +$272K +4,300 New
NDSI
1811
Newman Dignan & Sheerar Inc
Rhode Island
$283K
RI
1812
Rinkey Investments
California
$283K
IA
1813
Insight Advisors
Pennsylvania
$282K -$8.81K -139 -3%
MWM
1814
MinichMacGregor Wealth Management
New York
$282K +$270K +4,268 New
FCFC
1815
First Citizens Financial Corp
Iowa
$282K
PIP
1816
Peachtree Investment Partners
Florida
$282K -$48.8K -770 -15%
AP
1817
Americana Partners
Texas
$282K +$270K +4,262 New
TF
1818
Trek Financial
Arizona
$281K -$18K -284 -6%
SHFA
1819
SC&H Financial Advisors
Maryland
$281K
SIG
1820
Spinnaker Investment Group
California
$280K +$269K +4,244 New
IAP
1821
Indie Asset Partners
Indiana
$280K +$127 +2 +0%
EIP
1822
Ellis Investment Partners
Pennsylvania
$280K +$4.75K +75 +2%
FHC
1823
First Heartland Consultants
Missouri
$279K +$13K +205 +5%
BW
1824
BXM Wealth
Colorado
$279K +$267K +4,218 New
GWP
1825
Gateway Wealth Partners
Wisconsin
$278K +$267K +4,215 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.