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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
SC
526
Sapient Capital
Indiana
$3.2M -$6.4K -109 -0.2%
CWM
527
Cornerstone Wealth Management
Missouri
$3.2M +$43.2K +735 +1%
WA
528
Waverly Advisors
Alabama
$3.18M +$94.3K +1,605 +3%
MA
529
MONECO Advisors
Connecticut
$3.16M -$41.2K -701 -1%
BWP
530
Baldwin Wealth Partners
Massachusetts
$3.16M +$140K +2,381 +5%
PWM
531
Perigon Wealth Management
California
$3.15M +$140K +2,392 +5%
MC
532
Moors & Cabot
Massachusetts
$3.14M +$442K +7,521 +16%
AFP
533
Ausdal Financial Partners
Iowa
$3.14M +$772K +13,153 +33%
MOS
534
MGO One Seven
Ohio
$3.14M +$334K +5,686 +12%
VCP
535
Verus Capital Partners
Arizona
$3.12M -$38.2K -650 -1%
IBOK
536
Independence Bank of Kentucky
Kentucky
$3.11M -$2.94K -50 -0.1%
HH
537
Hilltop Holdings
Texas
$3.11M -$328K -5,582 -10%
GRP
538
Global Retirement Partners
California
$3.11M +$3.11M +52,998 New
VFP
539
Verus Financial Partners
Virginia
$3.09M -$25.2K -429 -0.8%
CIC
540
Carnegie Investment Counsel
Ohio
$3.07M -$13.6K -232 -0.4%
KCM
541
Kathmere Capital Management
Pennsylvania
$3.07M +$359K +6,117 +13%
VanEck Associates
542
VanEck Associates
New York
$3.06M -$209M -3,560,805 -99%
LFG
543
Larson Financial Group
Missouri
$3.04M +$1.38M +23,473 +83%
SW
544
SVB Wealth
Massachusetts
$3.03M +$61.3K +1,043 +2%
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$3.02M +$272K +4,627 +10%
LBC
546
Lowe Brockenbrough & Co
Virginia
$3.01M +$13K +221 +0.4%
CK
547
Cohen Klingenstein
New York
$3M
PA
548
Pinnacle Associates
New York
$2.99M -$58.9K -1,003 -2%
TMAM
549
Tokio Marine Asset Management
Japan
$2.98M +$102K +1,743 +4%
PFM
550
Patton Fund Management
Texas
$2.98M +$2.98M +50,751 New

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.