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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
AAG
2226
Accordant Advisory Group
Maryland
$39.6K
AT
2227
Arlington Trust
Alabama
$39.6K
CWM
2228
Consultiva Wealth Management
Puerto Rico
$39.6K
CWP
2229
Clark Wealth Partners
Illinois
$38.9K -$733K -11,564 -94%
GC
2230
Gould Capital
Washington
$38.8K +$37.2K +587 New
TCM
2231
TD Capital Management
Tennessee
$38.1K +$190 +3 +0.5%
ACM
2232
Anfield Capital Management
California
$35.6K
FG
2233
Fairman Group
Pennsylvania
$35.6K +$570 +9 +2%
LWMI
2234
Legacy Wealth Management (Idaho)
Idaho
$35.4K +$317 +5 +0.9%
RBC
2235
Roble Belko & Company
Pennsylvania
$33K -$18.4K -290 -37%
ECM
2236
EMC Capital Management
Texas
$33K +$31.7K +500 New
RWS
2237
Retirement Wealth Solutions
Wisconsin
$32.6K +$1.01K +16 +3%
APM
2238
Advanced Portfolio Management
New York
$31.9K +$30.6K +483 New
IWM
2239
Inlight Wealth Management
Georgia
$30.6K
DWM
2240
Darwin Wealth Management
Florida
$30.3K +$253 +4 +0.9%
FFL
2241
Financial Freedom LLC
Ohio
$30K +$443 +7 +2%
WBWA
2242
William B. Walkup & Associates
South Carolina
$29.5K
BCWM
2243
Ball & Co Wealth Management
Tennessee
$29K +$507 +8 +2%
NL
2244
NVWM LLC
Pennsylvania
$28.2K +$4.69K +74 +21%
TCM
2245
TruNorth Capital Management
Michigan
$27.7K
CT
2246
Clearstead Trust
Maine
$26.8K +$1.58K +25 +7%
NOI
2247
Newton One Investments
Delaware
$26.8K +$443 +7 +2%
PMFA
2248
Plante Moran Financial Advisors
Michigan
$26.8K -$31.7K -500 -55%
TTIC
2249
Tower Trust & Investment Company
Iowa
$26.4K
GK
2250
Graney & King
New York
$25.9K -$4.31K -68 -15%

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.