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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
UF
1051
Univest Financial
Pennsylvania
$789K +$4.99K +85 +0.6%
HNB
1052
Hilltop National Bank
Wyoming
$788K +$790K +13,447 New
WKWM
1053
Walter & Keenan Wealth Management
Indiana
$787K -$102K -1,733 -11%
CD
1054
Chapin Davis
Maryland
$783K -$1.53K -26 -0.2%
APA
1055
Astoria Portfolio Advisors
New York
$782K -$12.8K -218 -2%
KIA
1056
KCM Investment Advisors
California
$781K +$254K +4,320 +48%
BFO
1057
Boston Family Office
Massachusetts
$779K -$29.4K -500 -4%
PCM
1058
Prelude Capital Management
New York
$779K +$247K +4,211 +46%
4WM
1059
44 Wealth Management
Oregon
$778K +$2.58K +44 +0.3%
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$777K +$5.7K +97 +0.7%
FIA
1061
FNY Investment Advisers
New York
$777K -$2.52M -42,843 -76%
MA
1062
MBA Advisors
Pennsylvania
$774K +$8.22K +140 +1%
PWAM
1063
Papamarkou Wellner Asset Management
New York
$770K
KWS
1064
Keystone Wealth Services
California
$770K +$34.2K +582 +5%
TIM
1065
Tevis Investment Management
Texas
$767K
LIA
1066
LS Investment Advisors
Michigan
$767K +$192K +3,268 +33%
MYLI
1067
Meiji Yasuda Life Insurance
Japan
$764K -$169K -2,873 -18%
GC
1068
Grimes & Company
Massachusetts
$764K +$183K +3,118 +31%
RMAM
1069
Raab & Moskowitz Asset Management
New Jersey
$764K -$18.8K -320 -2%
TM
1070
TigerOak Management
New Mexico
$762K +$230K +3,908 +43%
CA
1071
Continuum Advisory
Idaho
$761K -$127K -2,170 -14%
LAM
1072
Lewis Asset Management
California
$761K +$762K +12,972 New
MJRIC
1073
Mogy Joel R Investment Counsel
California
$759K
LSWP
1074
Liberty Square Wealth Partners
Pennsylvania
$759K +$1.29K +22 +0.2%
TMWM
1075
Taylor & Morgan Wealth Management
Michigan
$757K +$12.3K +209 +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.