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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
WAG
2276
Wiser Advisor Group
Arizona
$15.9K +$15.2K +240 New
TSMHT
2277
Thurston Springer Miller Herd & Titak
Indiana
$15.8K -$228K -3,594 -94%
W
2278
WealthCollab
Washington
$15.6K
HDIM
2279
Hanson & Doremus Investment Management
Vermont
$15K +$14K +221 New
IA
2280
IFS Advisors
Kansas
$15K
JFA
2281
JNBA Financial Advisors
Minnesota
$14.9K
RA
2282
Rise Advisors
New York
$14.8K +$1.2K +19 +9%
BC
2283
Bayforest Capital
United Kingdom
$14.7K +$14.1K +223 New
SHIM
2284
Stone House Investment Management
Pennsylvania
$14.6K +$507 +8 +4%
VWA
2285
Valued Wealth Advisors
Utah
$14K +$13.2K +209 New
HFS
2286
Horizon Financial Services
North Carolina
$13.7K +$13.2K +208 New
MAM
2287
Marquette Asset Management
Minnesota
$13.5K +$12.9K +204 New
GWS
2288
Greykasell Wealth Strategies
California
$13.5K +$12.9K +204 New
SAS
2289
Spurstone Advisory Services
Connecticut
$13.2K
VFM
2290
Vision Financial Markets
Connecticut
$13.2K
JSAM
2291
J. Safra Asset Management
New York
$12.6K +$12K +190 New
PAM
2292
Palisade Asset Management
Minnesota
$12.3K +$11.8K +186 New
CAIM
2293
Catherine Avery Investment Management
Florida
$11.2K -$1.27K -20 -11%
KHC
2294
Koesten Hirschmann & Crabtree
Kansas
$10.6K -$2.09K -33 -17%
WPA
2295
Wealth Preservation Advisors
Tennessee
$10.6K
ECM
2296
Estabrook Capital Management
New York
$10.4K
CAC
2297
Core Alternative Capital
Georgia
$10.4K
CIA
2298
Cape Investment Advisory
Georgia
$10K -$679K -10,720 -99%
CCM
2299
Cloud Capital Management
Washington
$10K +$9.95K +157 New
FRA
2300
Front Row Advisors
California
$9.93K

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.