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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
CIC
2001
Chilton Investment Company
Connecticut
$216K +$207K +3,267 New
MWA
2002
Medallion Wealth Advisors
Connecticut
$216K -$18.8K -296 -8%
FMTCOCP
2003
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K
WF
2004
Warner Financial
Maryland
$215K +$206K +3,250 New
MNA
2005
Manning & Napier Advisors
New York
$215K +$207K +3,270 New
BWCS
2006
Beirne Wealth Consulting Services
Connecticut
$215K +$203K +3,201 New
TIM
2007
Thompson Investment Management
Wisconsin
$215K -$6.33K -100 -3%
MAM
2008
Madison Asset Management
Wisconsin
$213K +$205K +3,230 New
MG
2009
Marex Group
$213K +$204K +3,227 New
SWM
2010
Sculati Wealth Management
Michigan
$213K +$204K +3,225 New
FA
2011
FDx Advisors
Illinois
$213K +$239K +3,775 New
BCP
2012
Blue Chip Partners
Michigan
$213K +$204K +3,219 New
RWMG
2013
Redwood Wealth Management Group
New Jersey
$212K +$204K +3,216 New
NW
2014
Naviter Wealth
Arkansas
$212K -$28.9K -456 -13%
AWM
2015
Affinity Wealth Management
Delaware
$212K +$203K +3,204 New
SSI
2016
Scott & Selber Inc
Texas
$212K +$203K +3,203 New
EWM
2017
Edge Wealth Management
New York
$211K +$203K +3,200 New
BA
2018
Birinyi Associates
Connecticut
$211K +$203K +3,200 New
CCM
2019
Chickasaw Capital Management
Tennessee
$211K +$203K +3,200 New
MC
2020
Mathes Company
New York
$211K +$203K +3,200 New
CSPIA
2021
Cary Street Partners Investment Advisory
Virginia
$211K +$6.91K +109 +4%
FWA
2022
FSM Wealth Advisors
Ohio
$211K +$202K +3,193 New
LFG
2023
Lockerman Financial Group
California
$210K +$202K +3,185 New
KA
2024
Kozak & Associates
Colorado
$210K +$3.36K +53 +1%
SFB
2025
STAR Financial Bank
Indiana
$210K +$202K +3,181 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.