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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
BW
1876
BostonPremier Wealth
Massachusetts
$258K +$190 +3 +0.1%
BBPWM
1877
Blue Bell Private Wealth Management
Pennsylvania
$257K +$24.9K +393 +11%
MCCA
1878
Mill Creek Capital Advisors
Pennsylvania
$257K -$26.6K -420 -10%
PDL
1879
Portfolio Design Labs
California
$256K -$3.73M -58,874 -94%
HIS
1880
Horizon Investment Services
Indiana
$256K +$12.6K +199 +5%
CF
1881
Claris Financial
Virginia
$256K +$245K +3,875 New
GPWM
1882
Grant Private Wealth Management
California
$255K -$107K -1,694 -30%
DWM
1883
Dogwood Wealth Management
Kansas
$254K +$212K +3,343 +657%
HWA
1884
Heartwood Wealth Advisors
Virginia
$254K
SFG
1885
Shum Financial Group
California
$254K +$243K +3,843 New
PWP
1886
Perfromance Wealth Partners
Illinois
$253K +$63 +1 +0%
CA
1887
Cambridge Advisors
Nebraska
$252K +$1.14K +18 +0.5%
WAM
1888
Worth Asset Management
Texas
$251K +$3.04K +48 +1%
CPA
1889
Cardiff Park Advisors
California
$251K +$5.2K +82 +2%
JGIA
1890
Jackson Grant Investment Advisers
Connecticut
$251K +$72.3K +1,141 +43%
KIC
1891
Keating Investment Counselors
Florida
$251K
RS
1892
Rakuten Securities
Japan
$249K +$47.5K +750 +25%
PRS
1893
Pinkerton Retirement Specialists
Idaho
$249K +$239K +3,766 New
EFA
1894
Edge Financial Advisors
Illinois
$249K +$1.65K +26 +0.7%
TSWM
1895
Triangle Securities Wealth Management
North Carolina
$248K +$238K +3,753 New
BAM
1896
Bellevue Asset Management
Washington
$247K +$380 +6 +0.2%
FFG
1897
Fortem Financial Group
California
$247K
CWM
1898
Cranbrook Wealth Management
Michigan
$247K +$145K +2,291 +158%
CCA
1899
Cottonwood Capital Advisors
Utah
$247K +$1.71K +27 +0.7%
JWM
1900
Jeppson Wealth Management
California
$247K -$41.2K -650 -15%

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.