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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
OFG
701
OmniStar Financial Group
North Carolina
$1.82M +$112K +1,909 +7%
LA
702
Lynch & Associates
Indiana
$1.82M +$51.2K +871 +3%
BT
703
Brandywine Trust
Delaware
$1.81M
PWP
704
Precedent Wealth Partners
Texas
$1.8M +$204K +3,476 +13%
CGH
705
CMG Global Holdings
Texas
$1.8M -$11.4K -194 -0.6%
FWM
706
Focused Wealth Management
New York
$1.8M -$16.1K -274 -0.9%
AI
707
ArchPoint Investors
Florida
$1.8M
CA
708
Cullinan Associates
Kentucky
$1.79M -$52.9K -900 -3%
BFS
709
Bradley Foster & Sargent
Connecticut
$1.78M +$58.1K +990 +3%
HCA
710
Harbor Capital Advisors
Illinois
$1.78M +$9.34K +159 +0.5%
MSA
711
Marino Stram & Associates
Massachusetts
$1.76M +$10.1K +172 +0.6%
MGIA
712
Moneta Group Investment Advisors
Missouri
$1.74M +$154K +2,622 +10%
MAWAG
713
Mid-American Wealth Advisory Group
Missouri
$1.73M -$313K -5,325 -15%
RA
714
RoundAngle Advisors
New Jersey
$1.73M +$48.8K +831 +3%
CL
715
CSS LLC
Illinois
$1.72M +$117K +1,990 +7%
DWP
716
Daymark Wealth Partners
Ohio
$1.72M +$32K +545 +2%
WWM
717
Western Wealth Management
Colorado
$1.72M -$8.34K -142 -0.5%
CFO
718
Callan Family Office
Pennsylvania
$1.72M +$1.16M +19,755 +208%
CVA
719
Central Valley Advisors
California
$1.72M +$1.72M +29,259 New
EWA
720
Exencial Wealth Advisors
Oklahoma
$1.71M -$178K -3,037 -9%
FRM
721
Fox Run Management
Connecticut
$1.71M +$1.71M +29,116 New
SWM
722
Silverlake Wealth Management
Vermont
$1.71M +$54.9K +935 +3%
SWA
723
Stratos Wealth Advisors
Ohio
$1.7M +$3K +51 +0.2%
GA
724
GoalVest Advisory
New York
$1.68M +$47.9K +815 +3%
GAM
725
Groupama Asset Management
France
$1.68M +$267K +4,551 +19%

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.