We are live on ! Find out more
MO icon

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
HWM
2101
Hemington Wealth Management
Virginia
$141K +$34.3K +542 +34%
FCAS
2102
First Command Advisory Services
Texas
$141K -$84.4K -1,332 -38%
GTAM
2103
Global Trust Asset Management
Florida
$140K +$57K +900 +74%
LFASL
2104
Lugano Financial Advisors SA (LFA)
Switzerland
$139K
MTIC
2105
Missouri Trust & Investment Company
Missouri
$139K
Q1WB
2106
Quest 10 Wealth Builders
Virginia
$137K -$39.4K -622 -23%
GKIM
2107
GW&K Investment Management
Massachusetts
$133K +$634 +10 +0.5%
AI
2108
AXS Investments
New York
$133K +$127K +2,009 New
CAM
2109
Costello Asset Management
Pennsylvania
$130K -$6.14K -97 -5%
ARMT
2110
Amica Retiree Medical Trust
Rhode Island
$128K -$38.5K -608 -24%
MPW
2111
MASECO Private Wealth
$127K +$2.09K +33 +2%
OCM
2112
Orion Capital Management
California
$122K +$2.03K +32 +2%
VWM
2113
Vermillion Wealth Management
Minnesota
$120K +$380 +6 +0.3%
GA
2114
Guerra Advisors
Florida
$119K +$114K +1,803 New
CTWM
2115
Cherry Tree Wealth Management
Minnesota
$119K
GWP
2116
Gen-Wealth Partners
Michigan
$118K -$10.6K -168 -9%
PG
2117
Proffitt & Goodson
Tennessee
$114K
CFD
2118
Creative Financial Designs
Indiana
$114K -$2.66K -42 -2%
LI
2119
Louisbourg Investments
New Brunswick, Canada
$113K +$22.4K +354 +26%
DF
2120
Dunhill Financial
United Kingdom
$112K +$16.3K +258 +18%
WA
2121
WPG Advisers
Maryland
$107K +$31.8K +502 +45%
BC
2122
Barrett & Company
Rhode Island
$106K +$1.46K +23 +1%
PCFFS
2123
Pacific Center for Financial Services
California
$106K
ATC
2124
Advantage Trust Company
Kansas
$106K
EDRH
2125
Edmond de Rothschild Holding
Switzerland
$106K

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.