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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
DFA
2251
DHJJ Financial Advisors
Illinois
$24.8K +$317 +5 +1%
BDPWM
2252
Barnes Dennig Private Wealth Management
Ohio
$23.6K +$13.7K +217 +155%
RPA
2253
Redwood Park Advisors
California
$23.6K -$9.06K -143 -29%
FWM
2254
FSA Wealth Management
Massachusetts
$23.4K
FLP
2255
Financial Life Planners
Arizona
$23.3K +$22.3K +352 New
EWP
2256
Elevation Wealth Partners
California
$23.3K +$5K +79 +29%
HWP
2257
Highline Wealth Partners
California
$22.8K +$8.74K +138 +67%
FC
2258
Financial Consulate
Maryland
$22.8K +$21.9K +345 New
PWS
2259
Peterson Wealth Services
Utah
$22.6K +$3.77M +59,430 New
CMA
2260
Cedar Mountain Advisors
Oregon
$22.2K +$7.67K +121 +56%
RWM
2261
RMG Wealth Management
Wisconsin
$22.1K
VWM
2262
Valley Wealth Managers
New Jersey
$20.5K -$6.08K -96 -24%
FCMT
2263
Founders Capital Management (Texas)
Texas
$20.2K
AWM
2264
Abound Wealth Management
Tennessee
$19.9K -$381K -6,012 -95%
GWSA
2265
Global Wealth Strategies & Associates
Colorado
$19.8K
TCM
2266
Tradewinds Capital Management
Washington
$19.8K
TWM
2267
Tripletail Wealth Management
Florida
$19.1K +$18.4K +291 New
PWA
2268
Provenance Wealth Advisors
Florida
$18K
EA
2269
Evolution Advisers
Virginia
$18K
HFS
2270
Hughes Financial Services
Virginia
$18K -$1.52K -24 -7%
FGAM
2271
Financial Gravity Asset Management
Texas
$17.9K +$17.2K +271 New
WA
2272
Westfuller Advisors
New York
$17.2K +$16.2K +256 New
MAM
2273
Meeder Asset Management
Ohio
$16.8K +$380 +6 +2%
SR
2274
Syntax Research
Florida
$16.5K
SGK
2275
Steigerwald Gordon & Koch
Virginia
$16.4K +$15.7K +248 New

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.