We are live on ! Find out more
MO icon

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
AMI
626
Amica Mutual Insurance
Rhode Island
$2.34M
EI
627
Ethic Inc
New York
$2.34M +$190K +3,240 +9%
WB
628
WesBanco Bank
West Virginia
$2.32M +$79.6K +1,356 +4%
EFS
629
Essex Financial Services
Connecticut
$2.32M +$73.2K +1,247 +3%
SW
630
Simplicity Wealth
New Jersey
$2.32M -$1.1M -18,727 -32%
SC
631
Stolper & Co
Oklahoma
$2.31M +$1.59K +27 +0.1%
MBTD
632
Mechanics Bank - Trust Department
California
$2.3M -$888K -15,113 -28%
BB
633
Burford Brothers
Texas
$2.3M +$145K +2,468 +7%
GCM
634
Graham Capital Management
Connecticut
$2.26M +$2.26M +38,463 New
BG
635
Bahl & Gaynor
Ohio
$2.25M -$5.7K -97 -0.3%
OAM
636
Ostrum Asset Management
France
$2.25M +$81.5K +1,387 +4%
TG
637
TCW Group
California
$2.25M +$31.5K +536 +1%
SC
638
SouthState Corp
Florida
$2.23M +$47.6K +811 +2%
Koshinski Asset Management
639
Koshinski Asset Management
Illinois
$2.23M +$141K +2,405 +7%
CSP
640
Cary Street Partners
Virginia
$2.21M -$142K -2,418 -6%
MSA
641
MUFG Securities Americas
New York
$2.19M +$431K +7,332 +24%
NLP
642
Next Level Private
New York
$2.18M +$13.2K +224 +0.6%
ECM
643
Evergreen Capital Management
Washington
$2.17M +$27.3K +464 +1%
NSAM
644
North Star Asset Management
Wisconsin
$2.15M +$202K +3,446 +10%
RWM
645
RKL Wealth Management
Pennsylvania
$2.14M -$2.47K -42 -0.1%
Bessemer Group
646
Bessemer Group
New Jersey
$2.14M +$120K +2,049 +6%
PCG
647
Prosperity Consulting Group
Maryland
$2.14M -$203K -3,456 -9%
IWA
648
Icon Wealth Advisors
Texas
$2.13M -$335K -5,700 -14%
BJL
649
Brighton Jones LLC
Washington
$2.13M +$20.6K +350 +1%
NFC
650
Northeast Financial Consultants
Connecticut
$2.13M

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.