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Altria Group

2,264 hedge funds and large institutions have $60.6B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 1,004 increasing their positions, 774 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 118

30% more repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 774

19% more call options, than puts

Call options by funds: $899M | Put options by funds: $759M

1% more funds holding

Funds holding: 2,2452,264 (+19)

4% less capital invested

Capital invested by funds: $63.3B → $60.6B (-$2.74B)

1.12% less ownership

Funds ownership: 62.36%61.24% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 3020 (-10)

Holders
2,264
Holders Change
+19
Holders Change %
+0.85%
% of All Funds
29.81%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
166
Increased
1,004
Reduced
774
Closed
118
Calls
$899M
Puts
$759M
Net Calls
+$141M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
276
SteelPeak Wealth
California
$10.2M +$7.18M +122,314 +249%
GLA
277
Great Lakes Advisors
Illinois
$10M +$9.27M +157,827 +1,231%
Two Sigma Investments
278
Two Sigma Investments
New York
$9.82M +$8.15M +138,796 +484%
Pathstone Holdings
279
Pathstone Holdings
New Jersey
$9.81M +$321K +5,466 +3%
VWA
280
Visionary Wealth Advisors
Illinois
$9.74M +$226K +3,843 +2%
DIA
281
Dean Investment Associates
Ohio
$9.74M +$156K +2,648 +2%
BPA
282
Beacon Pointe Advisors
California
$9.63M -$431K -7,334 -4%
KPWS
283
Kestra Private Wealth Services
Texas
$9.61M -$176K -2,995 -2%
ONB
284
Old National Bancorp
Indiana
$9.49M +$353K +6,013 +4%
HTI
285
Hikari Tsushin Inc
Japan
$9.28M -$7.02M -119,591 -43%
HAI
286
Hennessy Advisors Inc
California
$9.2M -$58.7K -1,000 -0.6%
HNB
287
Huntington National Bank
Ohio
$9.16M +$535K +9,109 +6%
TWC
288
TD Waterhouse Canada
Ontario, Canada
$9.14M -$658K -11,197 -7%
CWM
289
Congress Wealth Management
Massachusetts
$9.05M +$128K +2,183 +1%
AG
290
Ascent Group
Virginia
$9.03M +$1.08M +18,405 +14%
P
291
&Partners
Tennessee
$9.03M +$1.25M +21,266 +16%
RIA
292
Regal Investment Advisors
Michigan
$8.95M +$479K +8,163 +6%
HT
293
Heritage Trust
Oklahoma
$8.93M +$614K +10,447 +7%
SCA
294
Snowden Capital Advisors
New York
$8.88M +$681K +11,588 +8%
TI
295
Tidal Investments
Wisconsin
$8.87M +$744K +12,662 +9%
AAM
296
Auxier Asset Management
Oregon
$8.8M -$44.8K -763 -0.5%
OPERF
297
Oregon Public Employees Retirement Fund
Oregon
$8.54M
GVAG
298
Great Valley Advisor Group
Delaware
$8.52M -$117K -2,000 -1%
VA
299
Vident Advisory
Georgia
$8.51M +$337K +5,731 +4%
SPIA
300
Steward Partners Investment Advisory
New York
$8.5M +$687K +11,697 +9%

MO Hedge Fund Activity: Q2 2025 in Review

2,264 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2025, worth a combined $60.6B — down 4.3% from $63.3B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new MO positions and 118 closed out — a net gain of 48 holders — while 1,004 added to existing stakes and 774 trimmed.

The largest buyer was GQG Partners, adding an estimated $596M. The largest seller was Capital World Investors, cutting an estimated $1.75B.

  • 2,264 institutional investors held Altria Group (MO) as of Q2 2025, up from 2,245 in Q1 2025.
  • Funds reported $60.6B of Altria Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 166 funds opened new Altria Group positions in Q2 2025 and 118 closed out, a net change of +48 holders.
  • The largest Altria Group buyer in Q2 2025 was GQG Partners, an estimated $596M added.
  • The largest Altria Group seller in Q2 2025 was Capital World Investors, an estimated $1.75B sold.

Based on aggregated 13F filings for Q2 2025.