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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
EHC
826
Everett Harris & Co
California
$1.27M +$260K +4,425 +26%
CAG
827
Crestwood Advisors Group
Massachusetts
$1.27M +$4.58K +78 +0.4%
SIG
828
Sargent Investment Group
Maryland
$1.27M +$355K +6,042 +43%
AF
829
Advisornet Financial
Minnesota
$1.27M +$43.6K +742 +4%
QI
830
Qtron Investments
Massachusetts
$1.27M
FWM
831
Finer Wealth Management
Massachusetts
$1.26M +$21K +358 +2%
PFGIA
832
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M -$377K -6,415 -23%
VAS
833
Valicenti Advisory Services
New York
$1.25M -$35.2K -600 -3%
MWM
834
Modern Wealth Management
Kansas
$1.25M +$225K +3,839 +22%
HWA
835
HCR Wealth Advisors
California
$1.25M +$1.35K +23 +0.1%
Walleye Capital
836
Walleye Capital
New York
$1.25M +$1.25M +21,245 New
CCC
837
Chelsea Counsel Company
California
$1.24M +$411 +7 +0%
HCP
838
Hexagon Capital Partners
Arkansas
$1.24M +$43.9K +747 +4%
QP
839
Quilter Plc
United Kingdom
$1.24M
FIC
840
FCG Investment Company
Tennessee
$1.24M +$1.24M +21,091 New
FFA
841
First Foundation Advisors
California
$1.23M -$23.3K -397 -2%
Dodge & Cox
842
Dodge & Cox
California
$1.23M
SWM
843
SeaCrest Wealth Management
New York
$1.23M -$1.22M -20,689 -50%
IIA
844
ICW Investment Advisors
Arizona
$1.23M -$13.3K -226 -1%
ACM
845
Aurdan Capital Management
Pennsylvania
$1.23M
IIM
846
Ipswich Investment Management
Massachusetts
$1.22M
SCM
847
Spreng Capital Management
Ohio
$1.22M +$4.05K +69 +0.3%
OBWG
848
Onyx Bridge Wealth Group
New York
$1.22M -$7.11K -121 -0.6%
KA
849
KLCM Advisors
Wisconsin
$1.21M -$64.8K -1,103 -5%
MWM
850
Modera Wealth Management
New Jersey
$1.21M -$157K -2,665 -11%

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.