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
PWAM
851
Private Wealth Asset Management
Iowa
$1.19M -$29K -494 -2%
BP
852
Ballentine Partners
Massachusetts
$1.19M +$47.7K +812 +4%
SIMG
853
Sonora Investment Management Group
Arizona
$1.19M +$55.1K +938 +5%
PA
854
Profund Advisors
Maryland
$1.18M -$196K -3,332 -14%
CRIG
855
Charter Research & Investment Group
Connecticut
$1.18M
PMG
856
ProVise Management Group
Florida
$1.17M -$1.06M -17,976 -47%
BC
857
Burney Company
Virginia
$1.17M +$705K +12,006 +152%
FNT
858
First Nebraska Trust
Nebraska
$1.17M -$5.87K -100 -0.5%
MIM
859
Morningstar Investment Management
Illinois
$1.17M -$83K -1,413 -7%
PNC
860
Park National Corp
Ohio
$1.17M -$22.1K -377 -2%
CSA
861
Cornerstone Select Advisors
Missouri
$1.16M -$53K -902 -4%
RMSCM
862
R.M. Sincerbeaux Capital Management
New York
$1.16M +$41.1K +700 +4%
MT
863
Midwest Trust
Kansas
$1.16M +$1.16M +19,806 New
BFIM
864
Beese Fulmer Investment Management
Ohio
$1.15M -$42.2K -718 -4%
BTI
865
Blue Trust Inc
Georgia
$1.15M +$163K +2,783 +17%
FSA
866
Franklin Street Advisors
North Carolina
$1.15M +$53.4K +910 +5%
SMC
867
Smith, Moore & Co
Missouri
$1.15M -$11.9K -202 -1%
RIG
868
RiverFront Investment Group
Virginia
$1.14M +$109K +1,848 +10%
FMC
869
First Merchants Corp
Indiana
$1.14M -$169K -2,882 -13%
PIA
870
Pinion Investment Advisors
Kansas
$1.14M -$1.13M -19,239 -50%
CIS
871
Capital International Sarl
California
$1.13M -$1.87M -31,807 -62%
PWM
872
PBMares Wealth Management
Virginia
$1.13M +$6.46K +110 +0.6%
MFF
873
Michels Family Financial
Texas
$1.13M +$117 +2 +0%
MCM
874
Mork Capital Management
California
$1.12M
IA
875
IFG Advisory
Georgia
$1.12M +$23.6K +401 +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.