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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
HFM
2076
Hartford Financial Management
Connecticut
$174K
RMC
2077
Resources Management Corp
Connecticut
$170K +$1.9K +30 +1%
GIA
2078
GHP Investment Advisors
Colorado
$170K +$634 +10 +0.4%
BFS
2079
Burkett Financial Services
South Carolina
$169K +$25.2K +398 +18%
Loomis, Sayles & Company
2080
Loomis, Sayles & Company
Massachusetts
$167K -$841K -13,279 -84%
MMG
2081
Monetary Management Group
Missouri
$165K -$95K -1,500 -38%
PFA
2082
Pathway Financial Advisers
Indiana
$163K +$156K +2,465 New
BFPW
2083
BOK Financial Private Wealth
Colorado
$161K
APW
2084
Aventura Private Wealth
Florida
$160K -$9.5K -150 -6%
FMB
2085
Field & Main Bank
Kentucky
$159K
1NWS
2086
1 North Wealth Services
Maryland
$157K
CFG
2087
Clayton Financial Group
Missouri
$157K +$151K +2,380 New
CIAM
2088
Caitong International Asset Management
Hong Kong
$156K -$109K -1,727 -42%
FDW
2089
Fourth Dimension Wealth
Ohio
$156K
WWA
2090
Wealth Watch Advisors
Colorado
$153K +$147K +2,318 New
WAS
2091
Winch Advisory Services
Wisconsin
$153K +$11.9K +188 +9%
ETS
2092
ESL Trust Services
New York
$152K +$18.9K +298 +15%
IRAG
2093
Investment Research & Advisory Group
Georgia
$149K +$2.98K +47 +2%
AW
2094
Avion Wealth
Texas
$148K +$507 +8 +0.4%
MLA
2095
MB, Levis & Associates
Pennsylvania
$148K -$104K -1,649 -42%
SPF
2096
South Plains Financial
Texas
$147K
POIA
2097
Pin Oak Investment Advisors
Texas
$145K -$6.27K -99 -4%
KTC
2098
Kentucky Trust Company
Kentucky
$145K
GIBU
2099
Gulf International Bank (UK)
United Kingdom
$145K -$88.4K -1,395 -39%
QWM
2100
Quaker Wealth Management
New Jersey
$142K +$1.71K +27 +1%

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.