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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
BST
1176
Bath Savings Trust
Maine
$626K -$3.7K -63 -0.6%
CSI
1177
Cross Staff Investments
New York
$626K -$6.93K -118 -1%
WHG
1178
Westwood Holdings Group
Texas
$625K -$30.9K -526 -5%
IC
1179
Iconiq Capital
California
$625K +$81.6K +1,390 +15%
RZH
1180
Relyea Zuckerberg Hanson
Connecticut
$624K +$186K +3,164 +42%
BMWM
1181
Brown Miller Wealth Management
Virginia
$621K
FOFP
1182
Fee-Only Financial Planning
South Carolina
$619K
LMKC
1183
L.M. Kohn & Company
Ohio
$618K -$62.8K -1,069 -9%
1C
1184
111 Capital
France
$616K +$617K +10,505 New
WA
1185
Wealth Architects
California
$616K +$411 +7 +0.1%
FMTC
1186
Farmers & Merchants Trust Company
California
$615K +$21.7K +370 +4%
BL
1187
Balentine LLC
Georgia
$615K +$4.46K +76 +0.7%
JHCP
1188
Jackson Hole Capital Partners
Oklahoma
$614K +$19.8K +337 +3%
LWCFA
1189
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$613K
WA
1190
WealthTrust Axiom
Pennsylvania
$610K +$147K +2,500 +32%
GF
1191
Gries Financial
Ohio
$608K +$100K +1,708 +20%
GFG
1192
Goldstone Financial Group
Illinois
$608K +$96.6K +1,645 +19%
VA
1193
VestGen Advisors
Illinois
$606K +$268K +4,564 +79%
SFI
1194
Siemens Fonds Invest
Germany
$603K -$3.23K -55 -0.5%
EWA
1195
EverSource Wealth Advisors
Alabama
$603K -$5.99K -102 -1%
TCM
1196
Tufton Capital Management
Maryland
$602K -$64.3K -1,095 -10%
CAM
1197
Cobblestone Asset Management
Virginia
$599K +$1.47K +25 +0.2%
CIA
1198
Cladis Investment Advisory
Montana
$599K
RCA
1199
Resonant Capital Advisors
Wisconsin
$598K +$119K +2,027 +25%
CFO
1200
CVA Family Office
Colorado
$598K +$16K +272 +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.