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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
MBFW
2326
Morton Brown Family Wealth
Pennsylvania
$3.96K
HNW
2327
High Note Wealth
Minnesota
$3.83K +$380 +6 +12%
SFCL
2328
Strengthening Families & Communities LLC
Massachusetts
$3.7K -$380 -6 -10%
DPW
2329
DiNuzzo Private Wealth
Pennsylvania
$3.63K -$63 -1 -2%
TFG
2330
Team Financial Group
California
$3.17K +$63 +1 +2%
SRCM
2331
Signature Resources Capital Management
California
$3.04K -$190 -3 -6%
SA
2332
Strategic Advocates
Utah
$2.84K +$2.72K +43 New
TCB
2333
Texas Capital Bancshares
Texas
$2.64K +$2.53K +40 New
PS
2334
PayPay Securities
Japan
$2.44K +$190 +3 +9%
HC
2335
Hurley Capital
New York
$2.21K
TPBG
2336
Turning Point Benefit Group
Maryland
$2.19K +$2.09K +33 New
MAFA
2337
MJT & Associates Financial Advisory
Minnesota
$2.18K
WCM
2338
Winthrop Capital Management
Indiana
$2K
MAS
2339
MPWM Advisory Solutions
Georgia
$1.98K
CFP
2340
Comprehensive Financial Planning
Pennsylvania
$1.88K
WOC
2341
West Oak Capital
California
$1.81K
MHIP
2342
Mountain Hill Investment Partners
New Jersey
$1.08K
HIA
2343
HFM Investment Advisors
New Jersey
$1.06K
IAS
2344
IMA Advisory Services
Colorado
$805
EFMH
2345
E Fund Management (HK)
Hong Kong
$727 +$697 +11 New
IWM
2346
IMG Wealth Management
Florida
$661
BIM
2347
Breakwater Investment Management
Washington
$595 +$570 +9 New
RA
2348
Ransom Advisory
Rhode Island
$368 +$63 +1 +20%
CPG
2349
Cornerstone Planning Group
New Jersey
$322 -$143K -2,250 -99%
DF
2350
DecisionPoint Financial
Arizona
$266

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.