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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
AF
2426
Atala Financial
California
-$202K -3,440 Closed
PSFG
2427
Park Square Financial Group
Georgia
-$153K -2,614 Closed
TCM
2428
Traub Capital Management
Massachusetts
-$133K -2,267 Closed
SGC
2429
Slocum, Gordon & Co
Rhode Island
-$124K -2,110 Closed
CWM
2430
CarsonAllaria Wealth Management
Illinois
-$122K -2,082 Closed
AWM
2431
Atticus Wealth Management
Florida
-$86.5K -1,475 Closed
PCTC
2432
Perkins Coie Trust Company
Washington
-$85.6K -1,460 Closed
NC
2433
NewSquare Capital
Pennsylvania
-$83.1K -1,417 Closed
HT
2434
Headlands Technologies
Illinois
-$82.1K -1,401 Closed
TPWA
2435
Twin Peaks Wealth Advisors
California
-$88.8K -1,345 Closed
WTFG
2436
Wood Tarver Financial Group
Idaho
-$77K -1,314 Closed
KWM
2437
Kiker Wealth Management
Georgia
-$62.4K -1,064 Closed
LFA
2438
Legend Financial Advisors
Pennsylvania
-$58.6K -1,000 Closed
GC
2439
GFG Capital
Florida
-$55.3K -943 Closed
IMC
2440
Investment Management Corporation
Virginia
-$51.2K -873 Closed
BFP
2441
Briaud Financial Planning
Texas
-$41K -710 Closed
OW
2442
Olistico Wealth
Oklahoma
-$30.3K -516 Closed
SO
2443
Sierra Ocean
California
-$26.5K -452 Closed
CCM
2444
Carderock Capital Management
Maryland
-$26.4K -450 Closed
MWM
2445
MorganRosel Wealth Management
Colorado
-$23.3K -398 Closed
T
2446
Transce3nd
Texas
-$21.9K -374 Closed
TIM
2447
Total Investment Management
Arizona
-$21.4K -365 Closed
SVCP
2448
Silicon Valley Capital Partners
California
-$17.6K -300 Closed
KIG
2449
Kessler Investment Group
Indiana
-$15.3K -261 Closed
RI
2450
Ridgewood Investments
New Jersey
-$15.2K -260 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.