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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
CSIC
451
Clifford Swan Investment Counsel
California
$4.29M -$95.7K -1,630 -2%
3IP
452
3Chopt Investment Partners
Virginia
$4.27M +$88.2K +1,501 +2%
CCG
453
Cypress Capital Group
Florida
$4.27M +$156K +2,651 +4%
GT
454
Glenview Trust
Kentucky
$4.26M +$525K +8,938 +14%
CBTWT
455
Community Bank & Trust (Waco, Texas)
Texas
$4.22M +$32.1K +546 +0.8%
SVWAG
456
Sound View Wealth Advisors Group
Georgia
$4.21M +$25.5K +435 +0.6%
HAG
457
HighPoint Advisor Group
Illinois
$4.2M +$37.6K +641 +0.9%
UCFA
458
United Capital Financial Advisors
Texas
$4.2M +$808K +13,754 +24%
DAS
459
Dynamic Advisor Solutions
Arizona
$4.19M +$30.5K +519 +0.7%
OTL
460
Oak Thistle LLC
New York
$4.18M +$175K +2,984 +4%
B
461
Bellecapital
Switzerland
$4.11M +$283K +4,819 +7%
IWM
462
IHT Wealth Management
Illinois
$4.06M +$252K +4,295 +7%
FFA
463
Founders Financial Alliance
North Carolina
$4.05M +$29.7K +506 +0.7%
VCA
464
Verdence Capital Advisors
Maryland
$4.04M +$257K +4,380 +7%
SYBT
465
Stock Yards Bank & Trust
Kentucky
$4.03M -$317K -5,404 -7%
FCH
466
Freestone Capital Holdings
Washington
$3.99M -$332K -5,647 -8%
TIP
467
Torray Investment Partners
Maryland
$3.98M -$112K -1,914 -3%
FRA
468
Frank Rimerman Advisors
California
$3.96M +$527K +8,968 +15%
PA
469
Promethium Advisors
Maryland
$3.94M +$330K +5,617 +9%
PI
470
PFG Investments
New York
$3.92M +$127K +2,166 +3%
GI
471
GLOBALT Investments
Georgia
$3.91M -$263K -4,481 -6%
RFC
472
Regions Financial Corp
Alabama
$3.89M -$1.7K -29 -0%
SAM
473
Shell Asset Management
Netherlands
$3.81M +$2.08M +35,496 +120%
SPC
474
Sigma Planning Corp
Michigan
$3.81M -$415K -7,062 -10%
Aviva
475
Aviva
United Kingdom
$3.79M -$71.2K -1,213 -2%

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.