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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
FFWM
1851
Future Financial Wealth Management
Ohio
$268K
WTFG
1852
Wells Trecaso Financial Group
Ohio
$268K -$108K -1,702 -30%
SWP
1853
SIMA Wealth Partners
Virginia
$268K -$29.8K -470 -10%
FSBI
1854
Fearless Solutions (Best Invest)
Texas
$266K +$3.23K +51 +1%
GPA
1855
Garrison Point Advisors
California
$266K +$1.65K +26 +0.7%
ICM
1856
Intrepid Capital Management
Florida
$264K -$15.8K -250 -6%
PG
1857
Patten Group
Tennessee
$263K +$1.33K +21 +0.5%
MI
1858
Motiv8 Investments
Florida
$263K +$252K +3,977 New
KW
1859
Keyvantage Wealth
Pennsylvania
$263K -$20.2K -319 -7%
CCG
1860
Coastwise Capital Group
California
$263K -$128K -2,018 -34%
KWA
1861
Kellett Wealth Advisors
Ohio
$263K +$12K +189 +5%
FFC
1862
First Financial Corp
Indiana
$263K -$19.3K -305 -7%
WCG
1863
Weaver Consulting Group
California
$262K -$14.3K -225 -5%
TWA
1864
Talisman Wealth Advisors
New Jersey
$262K +$253 +4 +0.1%
TWM
1865
Thrive Wealth Management
Pennsylvania
$262K +$11.5K +182 +5%
WIM
1866
Westside Investment Management
California
$262K +$9.31K +147 +4%
UPS
1867
UHLMANN PRICE SECURITIES
Illinois
$262K +$14.6K +231 +6%
MA
1868
Mezzasalma Advisors
New Jersey
$261K +$14.1K +223 +6%
AWM
1869
Adams Wealth Management
Utah
$261K -$45.5K -718 -15%
CI
1870
CacheTech Inc
Utah
$261K -$45.5K -718 -15%
BI
1871
Binnacle Investments
Iowa
$260K +$12.5K +197 +5%
NWM
1872
Napa Wealth Management
California
$260K -$2.73M -43,149 -92%
HW
1873
HORAN Wealth
Ohio
$259K
SAM
1874
Smith Asset Management
Florida
$259K
CAL
1875
Capital Advisors Ltd
Ohio
$259K +$4.56K +72 +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.