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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
LWL
901
Leo Wealth LLC
Texas
$1.07M +$565K +9,615 +111%
BIG
902
Brooklyn Investment Group
New York
$1.07M +$546K +9,302 +104%
JWBC
903
J.W. Burns & Co
New York
$1.07M -$42.9K -731 -4%
CAI
904
Capital Advisors Inc
Oklahoma
$1.07M -$32.1K -546 -3%
RPGK
905
Retirement Planning Group (Kansas)
Kansas
$1.07M +$72.3K +1,231 +7%
EAM
906
Everstar Asset Management
North Carolina
$1.06M +$52.4K +893 +5%
EM
907
Excalibur Management
Massachusetts
$1.06M -$23.5K -400 -2%
FB
908
Fulton Bank
Pennsylvania
$1.06M -$97.1K -1,653 -8%
KOC
909
Koss-Olinger Consulting
Florida
$1.05M -$26.3K -447 -2%
JJBC
910
James J. Burns & Company
New York
$1.05M
PAM
911
Paradigm Asset Management
New York
$1.05M +$899K +15,300 +588%
WPC
912
Wedmont Private Capital
Pennsylvania
$1.05M +$183K +3,108 +21%
FCP
913
Fidelis Capital Partners
Florida
$1.05M +$57.1K +972 +6%
SC
914
Syon Capital
California
$1.04M +$194K +3,296 +23%
GS
915
GWN Securities
Florida
$1.03M -$1.83M -31,241 -64%
CPIG
916
Chicago Partners Investment Group
Illinois
$1.03M +$33.4K +568 +3%
OLA
917
Oliver Luxxe Assets
New Jersey
$1.03M
SC
918
Searle & Co
Connecticut
$1.03M -$19.6K -334 -2%
CAM
919
Cidel Asset Management
Ontario, Canada
$1.03M -$65.3K -1,112 -6%
A
920
Allianz
Germany
$1.03M +$167K +2,845 +19%
CF
921
Centaurus Financial
California
$1.02M +$57.4K +978 +6%
FMWA
922
Forvis Mazars Wealth Advisors
Missouri
$1.02M +$41.1K +699 +4%
JPWM
923
Jamison Private Wealth Management
Georgia
$1M -$1.09M -18,546 -52%
GBT
924
Grove Bank & Trust
Florida
$994K +$3.35K +57 +0.3%
AF
925
Apexium Financial
Texas
$989K +$11K +187 +1%

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.