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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
SVWA
2176
Sarver Vrooman Wealth Advisors
Missouri
$68K
SIC
2177
SJS Investment Consulting
Ohio
$67.9K +$1.46K +23 +2%
PP
2178
Pingora Partners
Wyoming
$66.1K
SWA
2179
SOA Wealth Advisors
New York
$65.8K +$697 +11 +1%
NECFA
2180
New England Capital Financial Advisors
Connecticut
$65.6K +$950 +15 +2%
CIAS
2181
CBIZ Investment Advisory Services
Ohio
$64.6K +$8.55K +135 +16%
CTA
2182
Colonial Trust Advisors
South Carolina
$61.8K -$17.4K -274 -23%
PWMG
2183
Private Wealth Management Group
New Jersey
$60.4K -$6.59K -104 -10%
NMG
2184
New Millennium Group
Utah
$59.9K +$56.4K +890 +5,563%
TWD
2185
True Wealth Design
Ohio
$59.1K +$32.9K +519 +138%
EWM
2186
Evolution Wealth Management
Florida
$57.9K -$6.78K -107 -11%
PP
2187
Pacifica Partners
Canada
$57.3K +$13.3K +210 +32%
TIM
2188
Tortoise Investment Management
New York
$56.4K +$1.84K +29 +4%
MIFH
2189
Migdal Insurance & Financial Holdings
Israel
$56K +$54.1K +854 New
BC
2190
Bulwark Capital
Florida
$55.9K
ICM
2191
Islay Capital Management
Texas
$55.6K
NSG
2192
Nalls Sherbakoff Group
Tennessee
$54.5K
CC
2193
Corsicana & Co
Texas
$53.8K +$51.6K +815 New
BGAI
2194
Bruce G. Allen Investments
Colorado
$53.1K -$507 -8 -1%
C
2195
Covestor
United Kingdom
$52K -$1.9K -30 -4%
CFG
2196
Chapman Financial Group
Hawaii
$51.9K
T
2197
Tidemark
California
$51.5K +$31.7K +500 +179%
AT
2198
Avalon Trust
New Mexico
$51.1K +$1.52K +24 +3%
BP
2199
BNP Paribas
France
$50.5K
S
2200
Sachetta
Massachusetts
$49.6K +$2.53K +40 +6%

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.