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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
LA
2026
Latitude Advisors
Florida
$210K +$201K +3,173 New
EBA
2027
Eagle Bay Advisors
New York
$209K +$197K +3,115 New
RW
2028
Rede Wealth
Virginia
$209K +$197K +3,115 New
SCA
2029
Stonebridge Capital Advisors
Minnesota
$208K -$26K -410 -12%
Kayne Anderson Rudnick Investment Management
2030
Kayne Anderson Rudnick Investment Management
California
$208K -$570 -9 -0.3%
AL
2031
ADE LLC
Maryland
$208K -$19K -300 -9%
DBIA
2032
Dumont & Blake Investment Advisors
New Jersey
$208K +$199K +3,143 New
ACA
2033
Aspire Capital Advisors
Washington
$208K +$199K +3,143 New
BWP
2034
Bernardo Wealth Planning
Pennsylvania
$207K +$198K +3,130 New
GSIS
2035
Global Strategic Investment Solutions
Arizona
$206K +$198K +3,125 New
BCG
2036
Bravias Capital Group
New Jersey
$206K +$198K +3,123 New
GWM
2037
Gibbs Wealth Management
Georgia
$206K -$24.9K -393 -11%
TI
2038
tru Independence
Oregon
$205K +$197K +3,110 New
MIM
2039
Moseley Investment Management
Florida
$205K +$197K +3,110 New
KFI
2040
Key Financial Inc
Pennsylvania
$205K +$8.43K +133 +4%
RA
2041
Rodgers & Associates
Pennsylvania
$205K +$197K +3,105 New
AT
2042
American Trust
Kentucky
$204K +$196K +3,093 New
WW
2043
Waterfront Wealth
Kansas
$204K +$201K +3,166 New
AI
2044
Axecap Investments
Ohio
$204K +$195K +3,082 New
CHC
2045
City Holding Co
West Virginia
$204K +$57.1K +901 +41%
BI
2046
Ballast Inc
Kentucky
$203K +$195K +3,077 New
QPWM
2047
Quadrant Private Wealth Management
Pennsylvania
$203K +$192K +3,029 New
CIAS
2048
CFS Investment Advisory Services
New Jersey
$203K +$199K +3,141 New
FNBOH
2049
First National Bank of Hutchinson
Kansas
$203K +$194K +3,067 New
PAM
2050
Parvin Asset Management
South Dakota
$202K -$73.8K -1,165 -28%

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.