We are live on ! Find out more
MO icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.5B -$40.6M -640,052 -0.4%
BlackRock
2
BlackRock
New York
$8.31B +$188M +2,968,641 +2%
State Street
3
State Street
Massachusetts
$4.81B -$43.3M -683,873 -0.9%
Charles Schwab
4
Charles Schwab
California
$3.91B -$184M -2,911,432 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.99B +$33.6M +530,244 +1%
GQG Partners
6
GQG Partners
Florida
$1.7B -$196M -3,096,543 -11%
Capital World Investors
7
Capital World Investors
California
$1.65B -$658M -10,379,100 -29%
Morgan Stanley
8
Morgan Stanley
New York
$1.45B -$65M -1,026,399 -4%
Ameriprise
9
Ameriprise
Minnesota
$1.29B +$201M +3,172,753 +19%
Northern Trust
10
Northern Trust
Illinois
$1.1B +$3.75M +59,189 +0.4%
Bank of America
11
Bank of America
North Carolina
$919M -$58.4M -921,825 -6%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$911M -$351M -5,546,557 -29%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$842M +$8.42M +132,846 +1%
Capital Research Global Investors
14
Capital Research Global Investors
California
$801M +$3.03M +47,757 +0.4%
JP Morgan Chase
15
JP Morgan Chase
New York
$798M +$51.6M +814,665 +7%
Invesco
16
Invesco
Georgia
$782M -$13.5M -213,020 -2%
UBS Group
17
UBS Group
Switzerland
$683M +$56.4M +889,936 +9%
Legal & General Group
18
Legal & General Group
United Kingdom
$606M +$20.2M +318,087 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$578M -$27.2M -428,590 -5%
Goldman Sachs
20
Goldman Sachs
New York
$530M -$17.3M -272,649 -3%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$468M -$73.1M -1,153,899 -14%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$433M +$29.7M +469,345 +8%
Barclays
23
Barclays
United Kingdom
$414M +$79.2M +1,249,525 +25%
Allianz Asset Management
24
Allianz Asset Management
Germany
$411M +$2.3M +36,257 +0.6%
UBS AM
25
UBS AM
Illinois
$400M -$94.6M -1,493,658 -20%

MO Hedge Fund Activity: Q3 2025 in Review

2,350 of the 7,619 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.