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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
PPW
1151
Parcion Private Wealth
Washington
$655K +$10.1K +172 +2%
O
1152
Ossiam
France
$654K -$3.52K -60 -0.5%
GSIAS
1153
Garden State Investment Advisory Services
New Jersey
$650K -$14.6K -249 -2%
KFP
1154
KMG Fiduciary Partners
Ohio
$650K -$3.23K -55 -0.5%
SFC
1155
SYM Financial Corp
Indiana
$649K +$99.9K +1,701 +18%
CRWM
1156
Castle Rock Wealth Management
California
$648K -$42.2K -719 -6%
GC
1157
Gilbert & Cook
Iowa
$648K +$32.4K +551 +5%
PCA
1158
Pallas Capital Advisors
Massachusetts
$647K -$21.9K -373 -3%
AO
1159
Advisor OS
Illinois
$646K +$45.7K +778 +8%
1832 Asset Management
1160
1832 Asset Management
Ontario, Canada
$645K -$85.9M -1,463,010 -99%
MWM
1161
Mattern Wealth Management
Kansas
$638K
CIA
1162
Cape Investment Advisory
Georgia
$637K -$40.5K -689 -6%
TFM
1163
TFC Financial Management
Massachusetts
$637K +$1.23K +21 +0.2%
WSCM
1164
Wellington Shields Capital Management
New York
$637K +$59 +1 +0%
TAM
1165
Titleist Asset Management
Texas
$636K +$5.11K +87 +0.8%
AFM
1166
Aspetuck Financial Management
Connecticut
$636K
ESB
1167
Essex Savings Bank
Connecticut
$636K
AC
1168
Apella Capital
Connecticut
$636K +$154K +2,617 +33%
AWM
1169
Avior Wealth Management
Nebraska
$630K +$55.1K +938 +10%
TA
1170
TFB Advisors
Kansas
$630K +$1.35K +23 +0.2%
EW
1171
Enzi Wealth
Texas
$628K -$529 -9 -0.1%
BCI
1172
Blue Capital Inc
Nebraska
$628K +$629K +10,705 New
SLT
1173
St Louis Trust
Missouri
$627K
JSL
1174
JT Stratford LLC
Georgia
$627K -$30.1K -513 -5%
OE
1175
October Effect
Virginia
$626K +$627K +10,677 New

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.