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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
MCP
1901
Mirador Capital Partners
California
$247K +$236K +3,732 New
FA
1902
Fountainhead AM
New Jersey
$246K +$235K +3,716 New
SFG
1903
SNS Financial Group
Minnesota
$245K +$443 +7 +0.2%
AWG
1904
Altus Wealth Group
Colorado
$244K
ATC
1905
Adirondack Trust Company
New York
$243K +$6.53K +103 +3%
GWAG
1906
Garrett Wealth Advisory Group
Texas
$243K -$4.94K -78 -2%
EWA
1907
Emergent Wealth Advisors
New York
$243K +$12.9K +204 +6%
FFO
1908
Fiduciary Family Office
Florida
$242K -$87.6K -1,382 -27%
NIM
1909
Northeast Investment Management
Massachusetts
$242K -$42.5K -671 -15%
IAS
1910
Integrity Advisory Solutions
Texas
$242K +$232K +3,658 New
M1FG
1911
Mach-1 Financial Group
Arkansas
$242K +$232K +3,658 New
DBRC
1912
D.B. Root & Company
Pennsylvania
$242K +$1.46K +23 +0.6%
RPWA
1913
Regent Peak Wealth Advisors
Georgia
$241K +$232K +3,655 New
FNFDCM
1914
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$241K -$1.27K -20 -0.5%
HTIM
1915
Harbour Trust & Investment Management
Indiana
$241K -$136K -2,150 -37%
GWMIA
1916
Global Wealth Management Investment Advisory
Florida
$241K -$45.5K -718 -16%
RPGNY
1917
Retirement Planning Group (New York)
New York
$240K -$6.08K -96 -3%
WAOTB
1918
Wealth Advisors of Tampa Bay
Florida
$239K
JF
1919
JSF Financial
California
$238K +$824 +13 +0.4%
BMC
1920
Benin Management Corp
Connecticut
$238K
MKC
1921
M. Kraus & Co
Vermont
$238K
OAS
1922
Optivise Advisory Services
Tennessee
$238K +$228K +3,597 New
FWMM
1923
Foundation Wealth Management (Missouri)
Missouri
$237K +$228K +3,595 New
WCA
1924
Whetstone Capital Advisors
Kansas
$237K +$228K +3,592 New
ILI
1925
Invesco LLC (Illinois)
Illinois
$237K

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.