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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
JWM
2151
JPL Wealth Management
Colorado
$84.1K +$80.7K +1,273 New
WBC
2152
West Branch Capital
Massachusetts
$83.4K +$22.6K +356 +39%
B
2153
Birchbrook
Maine
$82.6K
CB
2154
Community Bank
New York
$82.6K
BWAM
2155
Boyd Watterson Asset Management
Ohio
$82.2K
AEPWM
2156
Atlantic Edge Private Wealth Management
Florida
$81.5K
WPWM
2157
Western Pacific Wealth Management
Illinois
$80.6K
SC
2158
Steph & Co
Wisconsin
$79.3K
FPB
2159
First PREMIER Bank
South Dakota
$79K
TC
2160
Tacita Capital
Ontario, Canada
$78.4K
RWA
2161
Redmont Wealth Advisors
Illinois
$76K +$5.45K +86 +8%
MSWA
2162
Marshall & Sterling Wealth Advisors
New York
$75.6K -$2.79K -44 -4%
HFS
2163
Hopwood Financial Services
Virginia
$74.7K
IUHSA
2164
Itau Unibanco Holding S.A.
Brazil
$74.6K -$3.17K -50 -4%
FWA
2165
Flagship Wealth Advisors
Massachusetts
$73.5K +$760 +12 +1%
RFG
2166
REAP Financial Group
Texas
$73.4K +$12K +190 +21%
PW
2167
Pandora Wealth
Illinois
$72.4K
BHWM
2168
Beaird Harris Wealth Management
Texas
$70.5K +$1.65K +26 +2%
CFS
2169
CGC Financial Services
Oregon
$70.3K
CWM
2170
Copia Wealth Management
Oregon
$70.2K
BLC
2171
Brown, Lisle/Cummings
Rhode Island
$69.4K
VWA
2172
VSM Wealth Advisory
Maryland
$69.4K -$30.2K -477 -31%
GEA
2173
Glen Eagle Advisors
New Jersey
$69.3K
LC
2174
Lavaca Capital
Texas
$68.5K +$443 +7 +0.7%
TVWM
2175
Tower View Wealth Management
Wisconsin
$68.3K +$1.08K +17 +2%

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.