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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
PS
476
Principal Securities
Iowa
$3.75M -$1.13M -19,216 -23%
CNBTD
477
Citizens National Bank Trust Department
Mississippi
$3.73M
SC
478
Savant Capital
Illinois
$3.73M +$469K +7,993 +14%
KC
479
Kinloch Capital
Virginia
$3.72M +$58.8K +1,002 +2%
ACM
480
Alta Capital Management
Utah
$3.72M +$141K +2,401 +4%
CS
481
Capital Square
Tennessee
$3.72M +$91.9K +1,564 +2%
WAM
482
Weiss Asset Management
Massachusetts
$3.71M +$3.72M +63,300 New
SWP
483
Stratos Wealth Partners
Ohio
$3.71M +$260K +4,429 +8%
BIM
484
Bridges Investment Management
Nebraska
$3.71M +$112K +1,910 +3%
HKAM
485
Horizon Kinetics Asset Management
New York
$3.7M -$2.94K -50 -0.1%
PDL
486
Portfolio Design Labs
California
$3.68M +$902K +15,367 +32%
SCM
487
Stevens Capital Management
Pennsylvania
$3.67M +$3.67M +62,535 New
KAS
488
KPP Advisory Services
Kentucky
$3.66M -$69.1K -1,177 -2%
EF
489
Empirical Finance
Pennsylvania
$3.65M -$276K -4,697 -7%
TYCC
490
Texas Yale Capital Corp
Florida
$3.63M
PF
491
Prosperitas Financial
California
$3.61M +$210K +3,568 +6%
VNA
492
Valley National Advisers
Pennsylvania
$3.61M +$730K +12,434 +25%
HTC
493
Haverford Trust Company
Pennsylvania
$3.6M +$149K +2,529 +4%
CAG
494
Csenge Advisory Group
Florida
$3.59M +$11.9K +203 +0.3%
BF
495
BOK Financial
Oklahoma
$3.57M -$171K -2,917 -5%
RCM
496
Ridgepath Capital Management
Tennessee
$3.56M +$60.3K +1,026 +2%
DIA
497
Dana Investment Advisors
Wisconsin
$3.56M +$158K +2,682 +5%
SA
498
Sage Advisors
Colorado
$3.56M +$440K +7,500 +14%
AWM
499
Accurate Wealth Management
Florida
$3.56M -$267K -4,540 -7%
WANY
500
Wealthspire Advisors (New York)
New York
$3.52M +$96.3K +1,640 +3%

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.