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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
WP
1101
Westmount Partners
California
$719K -$403K -6,865 -36%
CWP
1102
Clark Wealth Partners
Illinois
$718K +$596K +10,153 +487%
VSQM
1103
V-Square Quantitative Management
Illinois
$717K -$257K -4,382 -26%
HBW
1104
Hazlett, Burt & Watson
West Virginia
$717K +$54.4K +926 +8%
SOS
1105
Silver Oak Securities
Tennessee
$717K +$31.6K +538 +5%
NAG
1106
Northstar Advisory Group
New Jersey
$714K
WQ
1107
Wealth Quarterback
New Jersey
$713K +$62.2K +1,059 +10%
CA
1108
Cornerstone Advisory
Maryland
$712K -$58.4K -995 -8%
NAMNJ
1109
NorthStar Asset Management (New Jersey)
New Jersey
$711K +$42.3K +720 +6%
RC
1110
Rahlfs Capital
Texas
$711K
DTC
1111
Davidson Trust Company
Washington
$710K -$2.06K -35 -0.3%
HA
1112
Herold Advisors
New York
$710K +$25.5K +435 +4%
AWM
1113
Ariadne Wealth Management
California
$708K -$12.4K -212 -2%
ST
1114
Spinnaker Trust
Maine
$708K +$25.7K +437 +4%
PP
1115
Patten & Patten
Tennessee
$706K
IAS
1116
Insigneo Advisory Services
Florida
$706K +$63.2K +1,076 +10%
LSA
1117
Leonteq Securities AG
Switzerland
$704K +$142K +2,423 +25%
KCM
1118
Kendall Capital Management
Maryland
$703K -$23.5K -400 -3%
DAM
1119
Delta Asset Management
Tennessee
$699K -$14.7K -251 -2%
RL
1120
Rogco LP
Oklahoma
$697K -$48.2K -821 -6%
GSEP
1121
Golden State Equity Partners
California
$697K +$14.8K +252 +2%
SWA
1122
Serenus Wealth Advisors
California
$696K +$294 +5 +0%
1WA
1123
180 Wealth Advisors
Washington
$695K -$13K -221 -2%
FNBTCON
1124
First National Bank & Trust Co of Newtown
Pennsylvania
$692K
MFS
1125
Miller Financial Services
Michigan
$692K -$9.1K -155 -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.