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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
RWA
1926
Rooted Wealth Advisors
Illinois
$237K +$229K +3,607 New
FIA
1927
FNY Investment Advisers
New York
$237K -$612K -9,657 -73%
JCM
1928
Jacobsen Capital Management
Utah
$237K +$9.63K +152 +4%
AWM
1929
Aries Wealth Management
Maine
$236K
SCM
1930
Sunbeam Capital Management
Georgia
$236K +$1.71K +27 +0.8%
BBA
1931
Braun-Bostich & Associates
Pennsylvania
$235K +$6.02K +95 +3%
CA
1932
CapWealth Advisors
Tennessee
$235K
DWM
1933
Drive Wealth Management
Utah
$235K +$222K +3,501 New
SRL
1934
Scientech Research LLC
New Jersey
$235K +$225K +3,554 New
SHFA
1935
SS&H Financial Advisors
Michigan
$235K
PSB
1936
Piscataqua Savings Bank
New Hampshire
$234K
GFP
1937
Gryphon Financial Partners
Ohio
$234K +$225K +3,546 New
Boston Partners
1938
Boston Partners
Massachusetts
$234K +$221K +3,488 New
WP
1939
WealthShield Partners
North Carolina
$234K -$8.05K -127 -3%
YDMI
1940
Y.D. More Investments
Israel
$233K -$62.3K -983 -22%
DHC
1941
Drum Hill Capital
Connecticut
$233K +$760 +12 +0.3%
GC
1942
GatePass Capital
Ohio
$233K -$1.52K -24 -0.7%
ISL
1943
Ingalls & Snyder LLC
New York
$232K -$25.3K -400 -10%
NI
1944
NDVR Inc
Massachusetts
$231K -$14.2K -224 -6%
APW
1945
Acima Private Wealth
Virginia
$231K +$3.1K +49 +1%
OC
1946
Opinicus Capital
Florida
$231K -$6.78K -107 -3%
Cohen & Steers
1947
Cohen & Steers
New York
$231K
CA
1948
Commerzbank Aktiengesellschaft
Germany
$231K
TCOO
1949
Trust Company of Oklahoma
Oklahoma
$231K
RSA
1950
River Street Advisors
Illinois
$231K -$2.85K -45 -1%

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.