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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
WIM
2051
Warwick Investment Management
Texas
$202K +$194K +3,064 New
OIS
2052
Okabena Investment Services
Minnesota
$202K +$194K +3,060 New
SCM
2053
SOL Capital Management
Maryland
$202K +$194K +3,060 New
ACM
2054
Ascent Capital Management
Oregon
$202K +$194K +3,057 New
PSF
2055
Pacific Sun Financial
California
$201K +$193K +3,050 New
CA
2056
Crumly & Associates
Illinois
$201K -$73.7K -1,164 -28%
SL
2057
Sentinus LLC
Illinois
$201K +$193K +3,045 New
CWMS
2058
Cannon Wealth Management Services
North Carolina
$201K +$192K +3,038 New
CBT
2059
Crews Bank & Trust
Florida
$200K
C
2060
Certuity
Florida
$200K +$192K +3,032 New
BAAM
2061
Baker Avenue Asset Management
California
$200K +$192K +3,028 New
FC
2062
Fairscale Capital
New Hampshire
$199K
WA
2063
Whipplewood Advisors
Colorado
$198K -$155K -2,449 -45%
JEST
2064
JTC Employer Solutions Trustee
Jersey
$198K
SWP
2065
Strategic Wealth Partners
Ohio
$196K
CCMW
2066
Cypress Capital Management (Wyoming)
Wyoming
$195K
RP
2067
Rowlandmiller & Partners
Georgia
$194K
TLA
2068
Tanglewood Legacy Advisors
Texas
$194K
PAI
2069
Pittenger & Anderson Inc
Nebraska
$193K +$7.41K +117 +4%
M
2070
MOTCO
Texas
$191K +$60.9K +962 +50%
FS
2071
Financially Speaking
Colorado
$188K
KB
2072
Kimelman & Baird
New York
$184K
ZBNA
2073
Zions Bancorporation, National Association
Utah
$180K +$56K +884 +48%
NC
2074
North Capital
Utah
$180K +$63 +1 +0%
BONH
2075
Bank of New Hampshire
New Hampshire
$178K

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.