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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
SMH
1326
Sanders Morris Harris
Texas
$508K -$580K -9,868 -53%
PWM
1327
Partners Wealth Management
California
$503K
RMDI
1328
R.M. Davis Inc
Maine
$502K -$66.8K -1,137 -12%
DSC
1329
Duncker Streett & Co
Missouri
$502K +$24.4K +415 +5%
PCS
1330
Private Client Services
Kentucky
$501K +$196K +3,340 +64%
IA
1331
IFG Advisors
Missouri
$500K
TSW
1332
Thompson Siegel & Walmsley
Virginia
$498K +$55.8K +950 +13%
DWT
1333
Dorsey & Whitney Trust
South Dakota
$497K -$44.8K -762 -8%
KFA
1334
Krane Funds Advisors
New York
$496K +$4.41K +75 +0.9%
GL
1335
Gerber LLC
Ohio
$495K +$117 +2 +0%
ACG
1336
Allen Capital Group
Nebraska
$495K +$30K +510 +6%
UBV
1337
United Bank (Virginia)
Virginia
$494K
SC
1338
Stephens Consulting
Michigan
$494K +$3.17K +54 +0.6%
BSTWA
1339
Blake Schutter Theil Wealth Advisors
Ohio
$493K +$11.7K +200 +2%
SSW
1340
Smith Shellnut Wilson
Mississippi
$493K +$61.4K +1,045 +14%
IRC
1341
Investors Research Corp
Georgia
$492K
CWMP
1342
Clarion Wealth Managment Partners
Virginia
$492K +$493K +8,388 New
BCM
1343
Birmingham Capital Management
Alabama
$490K
AI
1344
Accredited Investors
Minnesota
$490K -$20.5K -349 -4%
GWSG
1345
GPS Wealth Strategies Group
Colorado
$489K +$1.88K +32 +0.4%
CPRC
1346
Consolidated Portfolio Review Corp
New York
$489K +$109K +1,853 +29%
MK
1347
MASTERINVEST Kapitalanlage
$488K +$489K +8,326 New
HIC
1348
Holderness Investments Company
North Carolina
$488K -$2.58K -44 -0.5%
OIC
1349
Orion Investment Company
Missouri
$486K
TPCW
1350
TD Private Client Wealth
New York
$486K +$89.9K +1,530 +23%

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.