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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
CCA
951
Checchi Capital Advisers
California
$941K +$4.05K +69 +0.4%
IC
952
IEQ Capital
California
$940K -$688K -11,714 -42%
BFM
953
Boothbay Fund Management
New York
$940K -$183K -3,114 -16%
MLL
954
Moody Lynn & Lieberson
Massachusetts
$932K +$2.82K +48 +0.3%
WP
955
WealthPLAN Partners
Nebraska
$930K -$55.6K -947 -6%
BWA
956
Bordeaux Wealth Advisors
California
$930K +$21.7K +370 +2%
ACA
957
Atlas Capital Advisors
Wyoming
$929K -$311K -5,296 -25%
RC
958
Rexford Capital
Texas
$928K +$930K +15,832 New
AA
959
Ancora Advisors
Ohio
$928K -$14.9K -254 -2%
Loomis, Sayles & Company
960
Loomis, Sayles & Company
Massachusetts
$927K -$69.3K -1,180 -7%
LI
961
LifeWealth Investments
Florida
$923K -$69.4K -1,182 -7%
MGAM
962
McGowan Group Asset Management
Texas
$918K +$2.58K +44 +0.3%
A
963
AlphaQuest
New York
$912K +$513K +8,729 +128%
BFWA
964
Benchmark Financial Wealth Advisors
Florida
$907K +$36.6K +623 +4%
DWM
965
Dakota Wealth Management
Florida
$905K +$149K +2,529 +20%
BPWM
966
Badgley Phelps Wealth Managers
Washington
$904K -$235 -4 -0%
KFA
967
Kapstone Financial Advisors
Ohio
$903K +$65.4K +1,114 +8%
KFC
968
Klingenstein Fields & Co
New York
$901K
BCWM
969
Bartlett & Co Wealth Management
Ohio
$900K -$10.3K -175 -1%
CFA
970
CWS Financial Advisors
Michigan
$899K +$4.11K +70 +0.5%
GCP
971
GSA Capital Partners
United Kingdom
$896K -$104K -1,779 -10%
SWM
972
Salvus Wealth Management
New Jersey
$895K -$6.11K -104 -0.7%
WA
973
WESPAC Advisors
California
$893K +$895K +15,235 New
MWM
974
Meridian Wealth Management
Kentucky
$893K +$22K +374 +3%
TWM
975
Tradition Wealth Management
Minnesota
$892K +$27.1K +462 +3%

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.