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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
BCM
2201
Basso Capital Management
Connecticut
$49.5K
UIA
2202
Ulland Investment Advisors
Minnesota
$49K
DWS
2203
Dynamic Wealth Strategies
California
$49K
PPA
2204
Painted Porch Advisors
California
$48.3K
FMP
2205
Financial Management Professionals
Texas
$48.3K -$380 -6 -0.8%
KFP
2206
Kerr Financial Planning
California
$47.8K +$52K +820 New
CFS
2207
Compass Financial Services
Iowa
$47.4K
SC
2208
Sawyer & Company
Massachusetts
$47K
CTB
2209
Country Trust Bank
Illinois
$47K +$13.4K +211 +42%
IWP
2210
IAG Wealth Partners
Wisconsin
$45.7K +$760 +12 +2%
SJIM
2211
St. Johns Investment Management
Florida
$45.5K
EPIME
2212
Evelyn Partners Investment Management (Europe)
$44.8K
PWM
2213
Proathlete Wealth Management
Florida
$44.8K
WOSD
2214
WFA of San Diego
California
$43.9K
PA
2215
Pineridge Advisors
Missouri
$43.9K -$9.76K -154 -19%
PC
2216
Promus Capital
Illinois
$43.9K +$760 +12 +2%
PPC
2217
Park Place Capital
Alabama
$43.4K
CJ
2218
Caitlin John
Michigan
$42.9K +$41.2K +650 New
AWM
2219
AllSquare Wealth Management
New York
$42.6K
CAM
2220
Creekmur Asset Management
Illinois
$42.5K -$9.12K -144 -18%
MSWM
2221
Mowery & Schoenfeld Wealth Management
Illinois
$42.3K
PWA
2222
Physician Wealth Advisors
Utah
$42.2K +$35K +552 +634%
PS
2223
Pinney & Scofield
Massachusetts
$41.7K
OAJ
2224
Ogorek Anthony Joseph
New York
$41K +$1.01K +16 +3%
MCA
2225
Maryland Capital Advisors
Maryland
$40.9K +$380 +6 +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.