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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
Jones Financial Companies
201
Jones Financial Companies
Missouri
$22.6M +$3.4M +53,704 +19%
GHA
202
GW Henssler & Associates
Georgia
$22.4M +$56.9K +898 +0.3%
CAMG
203
CWA Asset Management Group
Florida
$22.2M +$1.04M +16,424 +5%
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$21.7M +$2.55M +40,256 +14%
FIA
205
Foundations Investment Advisors
Arizona
$21.7M +$943K +14,884 +5%
EWM
206
Empirical Wealth Management
Washington
$21.5M +$221K +3,482 +1%
BPA
207
Beacon Pointe Advisors
California
$21.1M +$9.8M +154,715 +94%
VV
208
Verity & Verity
South Carolina
$20.4M +$141K +2,220 +0.7%
Wealthfront Advisers
209
Wealthfront Advisers
California
$20.1M +$991K +15,637 +5%
USCWA
210
U.S. Capital Wealth Advisors
Texas
$20M +$104K +1,635 +0.5%
SOADOR
211
State of Alaska Department of Revenue
Alaska
$19.8M -$583K -9,198 -3%
NA
212
NewEdge Advisors
Louisiana
$19.7M +$367K +5,790 +2%
ACA
213
Aptus Capital Advisors
Alabama
$19.3M +$929K +14,659 +5%
CAM
214
Cresset Asset Management
Illinois
$19.3M +$883K +13,937 +5%
RCYC
215
Richard C. Young & Co
Rhode Island
$18.9M +$49.4K +779 +0.3%
HI
216
Horizon Investments
North Carolina
$18.8M +$5.85M +92,293 +48%
AAM
217
Advisors Asset Management
Colorado
$18.8M -$69.8K -1,102 -0.4%
ProShare Advisors
218
ProShare Advisors
Maryland
$18.7M -$427K -6,743 -2%
URS
219
Utah Retirement Systems
Utah
$18.4M -$25.1K -396 -0.1%
CGH
220
Crossmark Global Holdings
Texas
$18.1M +$1.05M +16,581 +6%
PFSRSONJ
221
Police & Firemen's Retirement System of New Jersey
New Jersey
$18M +$977K +15,426 +6%
CII
222
Capital International Inc
California
$17.9M -$5.66M -89,318 -25%
ERSOT
223
Employees Retirement System of Texas
Texas
$17.9M -$2.85M -44,940 -14%
LCM
224
Landscape Capital Management
New Jersey
$17.9M +$14.9M +235,538 +675%
SS
225
SBI Securities
Japan
$17.7M -$184K -2,906 -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.