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Altria Group

2,350 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, 1,006 increasing their positions, 765 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 106

32% more repeat investments, than reductions

Existing positions increased: 1,006 | 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: 2,2642,350 (+86)

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
2,350
Holders Change
+86
Holders Change %
+3.8%
% of All Funds
30.84%
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
1,006
Reduced
765
Closed
106
Calls
$851M
Puts
$1.01B
Net Calls
-$162M
Net Calls Change
-$303M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1951
Acropolis Investment Management
Missouri
$230K +$249K +3,931 New
DIP
1952
DT Investment Partners
Pennsylvania
$230K
CIP
1953
Capital Insight Partners
Arizona
$230K -$6.59K -104 -3%
OCPWS
1954
One Charles Private Wealth Services
Massachusetts
$229K +$1.39K +22 +0.6%
GKWIM
1955
Gerber Kawasaki Wealth & Investment Management
California
$229K +$220K +3,471 New
SFG
1956
SevenBridge Financial Group
Pennsylvania
$229K
NFG
1957
Nadler Financial Group
Illinois
$229K +$760 +12 +0.3%
SAMC
1958
Spectrum Asset Management (California)
California
$229K +$216K +3,405 New
NP
1959
Nilsine Partners
Colorado
$229K +$219K +3,459 New
HI
1960
Hudock Inc
Pennsylvania
$228K +$760 +12 +0.3%
PP
1961
PFS Partners
New Jersey
$228K +$4.37K +69 +2%
ITIM
1962
Indiana Trust & Investment Management
Indiana
$228K +$25.3K +400 +13%
CWI
1963
Conscious Wealth Investments
Florida
$228K
JWA
1964
JFS Wealth Advisors
Pennsylvania
$228K +$10K +158 +5%
LWA
1965
Lineweaver Wealth Advisors
Ohio
$228K +$218K +3,444 New
GT
1966
GreatBanc Trust
Illinois
$227K +$218K +3,440 New
BWM
1967
BKM Wealth Management
Wisconsin
$225K
CA
1968
Claro Advisors
Massachusetts
$225K +$216K +3,406 New
DAM
1969
Doheny Asset Management
California
$225K +$215K +3,400 New
ALC
1970
Alexander Labrunerie & Co
Missouri
$225K -$67.4K -1,064 -24%
PIFP
1971
Partners in Financial Planning
Virginia
$225K +$215K +3,400 New
PSIWM
1972
Paradigm Strategies in Wealth Management
Minnesota
$225K -$25.8K -407 -11%
EG
1973
Ellerson Group
Maryland
$224K -$19K -300 -8%
AA
1974
Acorns Advisers
California
$223K +$214K +3,377 New
PCA
1975
Peddock Capital Advisors
Massachusetts
$222K +$213K +3,367 New

MO Hedge Fund Activity: Q3 2025 in Review

2,350 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 106 closed out — a net gain of 127 holders — while 1,006 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.

  • 2,350 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 106 closed out, a net change of +127 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.