Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALTRIA GROUP INC (MO)

2K + Investors. Track Smart Money conviction in MO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — MO

Based on 2200 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added MO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,200 hedge funds hold MO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+221 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1181 buying995 selling
Last quarter: 1,181 funds bought or added vs 995 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new MO position: 211 → 157 → 223 → 246. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 17% medium ■ 12% new
1,552 out of 2,200 hedge funds have held MO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

222 → 211 → 157 → 223 → 246 new funds/Q
New funds entering each quarter: 211 → 157 → 223 → 246. A growing number of institutions are discovering MO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 18% new
Of 2,250 current holders: 1,628 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
45 of 2200 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in MO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MO

How many hedge funds hold MO — quarterly history vs. share price
Quarterly hedge fund ownership of MO vs. share price

Market Analysis: MO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MO

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

168 top-rated funds 11 high-conviction
Consensus
9.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: MO
2026 Q1 Stats Unlock in 22 days 2K + Investors

Track Smart Money conviction in MO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2250 2226 1.08%
13F Shares 1.05B 1.03B 1.22%
Total Value $60.01B $67.98B -11.72%
New Positions 249 223 +26
Increased Positions 1008 1036 -28
Closed Positions 220 145 +75
Reduced Positions 853 800 +53
Total Calls 29 32 -9.38%
Total Puts 27 36 -25.0%
PUT/CALL Ratio 0.93 1.12 Neutral

Statistics: MO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MO. Verified SEC 13F-HR filings.

Top 25 institutional holders of MO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kennon-Green & Company, LLC 6.30% 116,526 $7.7M
2 AUA CAPITAL MANAGEMENT, LLC 3.11% 92,369 $6.1M
3 BENEDICT FINANCIAL ADVISORS INC 2.99% 217,567 $14.4M
4 CFC Planning Co LLC 2.97% 63,081 $4.2M
5 PROMETHIUM ADVISORS,LLC 2.73% 78,755 $5.3M
6 Baugh & Associates, LLC 2.73% 95,922 $6.3M
7 Abacus FCF Advisors LLC 2.55% 171,445 $11.3M
8 Asset Planning,Inc 2.30% 49,098 $3.2M
9 Allen Mooney & Barnes Investment Advisors LLC 1.95% 205,053 $13.5M
10 Keystone Financial Planning, Inc. 1.89% 107,203 $7.1M
11 Carolina Wealth Advisors, LLC 1.83% 66,607 $4.4M
12 Canal Capital Management, LLC 1.78% 199,001 $13.1M
13 Adams Asset Advisors, LLC 1.74% 235,728 $15.6M
14 Verity & Verity, LLC 1.59% 323,876 $21.4M
15 RoundAngle Advisors LLC 1.56% 31,641 $2.1M
16 Ellsworth Advisors, LLC 1.56% 125,771 $8.3M
17 VIKING FUND MANAGEMENT LLC 1.37% 202,000 $13.3M
18 Vigil Wealth Management, LLC 1.30% 24,300 $1.6M
19 Coston, McIsaac & Partners 1.29% 86,704 $5.7M
20 Value Investment Professionals, LLC 1.22% 16,399 $1.1M
21 NORDEN GROUP LLC 1.16% 182,750 $12.1M
22 Hilton Head Capital Partners, LLC 1.12% 30,228 $2.0M
23 3Chopt Investment Partners, LLC 1.12% 73,310 $4.9M
24 Burford Brothers, Inc. 1.10% 40,824 $2.7M
25 Thrive Capital Management, LLC 1.00% 69,472 $4.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALTRIA GROUP INC (MO)

What does the Smart Money Trend signal show for MO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MO?

Slight buying edge — 54% buying: Last quarter: 1,181 funds bought or added vs 995 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MO holders?

Elite ownership — 59% AUM from top-100 funds: 45 of 2200 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in MO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MO?

71% of holders stayed for 2+ years: 1,552 out of 2,200 hedge funds have held MO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.