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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
BB
2401
Berkshire Bank
Massachusetts
-$267K -4,546 Closed
TAM
2402
Tucker Asset Management
Colorado
-$267K -4,546 Closed
MPM
2403
MBB Public Markets
Illinois
-$263K -4,492 Closed
W
2404
Wealthquest
Ohio
-$259K -4,416 Closed
CAS
2405
CTC Alternative Strategies
Illinois
-$252K -4,300 Closed
AC
2406
Armistice Capital
New York
-$247K -4,216 Closed
A
2407
Argentarii
Ohio
-$244K -4,154 Closed
EWA
2408
ERTS Wealth Advisors
Michigan
-$244K -4,154 Closed
LWANC
2409
Laurel Wealth Advisors (North Carolina)
North Carolina
-$242K -4,134 Closed
APW
2410
Axim Planning & Wealth
Ohio
-$234K -3,996 Closed
CCC
2411
Compass Capital Corp
Massachusetts
-$251K -3,855 Closed
BI
2412
BFI Infinity
Switzerland
-$243K -3,843 Closed
PA
2413
PharVision Advisers
Florida
-$225K -3,843 Closed
Jacobs Levy Equity Management
2414
Jacobs Levy Equity Management
New Jersey
-$220K -3,747 Closed
FWA
2415
FSC Wealth Advisors
New York
-$219K -3,738 Closed
BA
2416
Bridgewater Advisors
New York
-$204K -3,715 Closed
SC
2417
SummitTX Capital
Texas
-$212K -3,612 Closed
ZIC
2418
ZWJ Investment Counsel
Georgia
-$211K -3,597 Closed
TCM
2419
Twin Capital Management
Pennsylvania
-$210K -3,584 Closed
FIM
2420
Freedom Investment Management
Connecticut
-$209K -3,566 Closed
AL
2421
Aspiriant LLC
California
-$207K -3,538 Closed
CFC
2422
Client First Capital
California
-$205K -3,501 Closed
BSCCG
2423
Blue Sky Capital Consultants Group
California
-$205K -3,500 Closed
BWM
2424
BCS Wealth Management
Tennessee
-$204K -3,480 Closed
MCM
2425
Mill Capital Management
North Carolina
-$203K -3,462 Closed

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.