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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
CI Investments Inc
1251
CI Investments Inc
Ontario, Canada
$559K +$11.3K +192 +2%
SIM
1252
Stratos Investment Management
Ohio
$559K +$34.8K +593 +7%
TWA
1253
TCI Wealth Advisors
Arizona
$554K +$11.2K +191 +2%
PAMG
1254
Patton Albertson Miller Group
Tennessee
$554K +$998 +17 +0.2%
FTC
1255
Farmers Trust Company
Ohio
$554K -$5.87K -100 -1%
NFC
1256
Northstar Financial Companies
Pennsylvania
$553K -$120K -2,035 -18%
TBA
1257
Tower Bridge Advisors
Pennsylvania
$553K
OAM
1258
Occidental Asset Management
California
$553K +$126K +2,143 +29%
EW
1259
Elyxium Wealth
California
$553K +$229K +3,895 +70%
MAM
1260
MMA Asset Management
Pennsylvania
$553K +$554K +9,427 New
WSC
1261
Wellington Shields & Co
New York
$553K
WE
1262
Wealth Effects
Massachusetts
$551K -$36.5K -622 -6%
MSCM
1263
McElhenny Sheffield Capital Management
Texas
$551K -$12.5K -213 -2%
WLIM
1264
White Lighthouse Investment Management
Massachusetts
$551K -$352 -6 -0.1%
SCM
1265
Shelton Capital Management
Colorado
$550K -$9.34K -159 -2%
PPWP
1266
Premier Path Wealth Partners
New Jersey
$548K +$66.4K +1,131 +14%
PAS
1267
PKS Advisory Services
New York
$548K -$20.4K -347 -4%
TFA
1268
Teamwork Financial Advisors
Texas
$548K -$42.8K -728 -7%
MWM
1269
Mindset Wealth Management
Indiana
$547K +$73.4K +1,250 +15%
SCA
1270
STALEY CAPITAL ADVISERS
Pennsylvania
$546K
SMA
1271
Sage Mountain Advisors
Georgia
$546K +$74.3K +1,266 +16%
JFL
1272
Jarislowsky, Fraser Ltd
Quebec, Canada
$545K
HFBOT
1273
Home Federal Bank of Tennessee
Tennessee
$543K
SFS
1274
Symphony Financial Services
Ohio
$543K -$1.18K -20 -0.2%
CIA
1275
Choate Investment Advisors
Massachusetts
$543K +$51K +869 +10%

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.