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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
PCM
1976
Prelude Capital Management
New York
$222K -$628K -9,917 -75%
VCWA
1977
Vanguard Capital Wealth Advisors
Colorado
$222K +$213K +3,361 New
WFA
1978
Wellspring Financial Advisors
Ohio
$222K +$213K +3,361 New
MFGP
1979
Marshall Financial Group (Pennsylvania)
Pennsylvania
$222K +$213K +3,358 New
MPW
1980
Magnolia Private Wealth
Pennsylvania
$222K +$213K +3,355 New
AAS
1981
AdviceOne Advisory Services
Connecticut
$221K +$212K +3,348 New
PRTG
1982
Post Resch Tallon Group
New York
$221K +$212K +3,344 New
MMHP
1983
Murphy Middleton Hinkle & Parker
Georgia
$221K +$212K +3,339 New
TAFW
1984
Tred Avon Family Wealth
Maryland
$221K +$212K +3,339 New
RWP
1985
Revolve Wealth Partners
New Jersey
$220K +$211K +3,337 New
DLHL
1986
Donald L. Hagan LLC
Florida
$219K +$210K +3,321 New
SQA
1987
Simon Quick Advisors
New Jersey
$219K +$210K +3,318 New
GC
1988
Garde Capital
Washington
$219K +$1.01K +16 +0.5%
CB
1989
CNB Bank
Pennsylvania
$219K -$1.08K -17 -0.5%
PFM
1990
Phillips Financial Management
Indiana
$218K +$209K +3,301 New
EBSAM
1991
Eubel Brady & Suttman Asset Management
Ohio
$218K +$209K +3,301 New
AAIM
1992
Asset Advisors Investment Management
Georgia
$218K +$209K +3,300 New
TGIA
1993
Torrey Growth & Income Advisors
California
$218K +$209K +3,300 New
APC
1994
Aspire Private Capital
North Carolina
$217K +$208K +3,287 New
YWM
1995
Yoder Wealth Management
California
$217K -$9.5K -150 -4%
FA
1996
Fedenia Advisers
Wisconsin
$217K +$208K +3,283 New
NFG
1997
Northeast Financial Group
Pennsylvania
$216K +$208K +3,277 New
IRC
1998
Investors Research Corp
Georgia
$216K -$325K -5,122 -61%
PCM
1999
Parsons Capital Management
Rhode Island
$216K +$207K +3,274 New
ONST
2000
Old North State Trust
North Carolina
$216K +$208K +3,277 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.