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
WAAG
801
Wealth Alliance Advisory Group
Kansas
$1.36M -$37.3K -635 -3%
FHA
802
Flagship Harbor Advisors
Massachusetts
$1.35M -$18.1K -308 -1%
American Century Companies
803
American Century Companies
Missouri
$1.35M -$203K -3,465 -13%
MIM
804
Marco Investment Management
Georgia
$1.34M +$272K +4,630 +25%
BFA
805
Beacon Financial Advisory
Ohio
$1.34M +$119K +2,034 +10%
LIM
806
Leavell Investment Management
Alabama
$1.33M +$8.63K +147 +0.7%
VF
807
Virtu Financial
New York
$1.33M +$1.33M +22,627 New
CFM
808
Catalyst Funds Management
Australia
$1.33M +$601K +10,240 +83%
PRP
809
Peak Retirement Planning
Ohio
$1.32M +$268K +4,569 +25%
FHA
810
First Horizon Advisors
Tennessee
$1.32M -$37.8K -644 -3%
FT
811
Fiduciary Trust
Massachusetts
$1.31M +$5.64K +96 +0.4%
PMAM
812
Picton Mahoney Asset Management
Ontario, Canada
$1.31M +$1.31M +22,345 +106,405%
LCM
813
Leisure Capital Management
California
$1.31M +$8.52K +145 +0.7%
EF
814
Exeter Financial
Arizona
$1.3M +$15K +255 +1%
OCM
815
One Capital Management
California
$1.3M
IB
816
Intrust Bank
Kansas
$1.3M +$116K +1,982 +10%
RGF
817
Retirement Guys Formula
Ohio
$1.3M +$18.4K +313 +1%
SEA
818
Stegent Equity Advisors
Texas
$1.3M +$819K +13,948 +171%
NCM
819
Narwhal Capital Management
Georgia
$1.29M -$235K -4,000 -15%
WF
820
Welch & Forbes
Massachusetts
$1.29M +$121K +2,057 +10%
BHBT
821
Burke & Herbert Bank & Trust
Virginia
$1.29M
FFM
822
Forum Financial Management
Illinois
$1.29M +$66.9K +1,139 +5%
FFWA
823
FRG Family Wealth Advisors
Washington
$1.28M
EFG
824
Ethos Financial Group
Pennsylvania
$1.28M -$167K -2,843 -12%
AWA
825
Arete Wealth Advisors
Illinois
$1.28M +$22.6K +385 +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.