We are live on ! Find out more
MO icon

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
HAS
1401
Holland Advisory Services
Florida
$452K
WPP
1402
Whalerock Point Partners
Rhode Island
$452K
VWM
1403
Venturi Wealth Management
Texas
$451K +$40.1K +682 +10%
CPSAC
1404
Chas P. Smith & Associates (CPS)
Florida
$451K -$4.11K -70 -0.9%
HFS
1405
Howard Financial Services
Texas
$450K +$7.05K +120 +2%
OIA
1406
Optimum Investment Advisors
Illinois
$450K
SP
1407
Successful Portfolios
Florida
$449K -$7.46K -127 -2%
SN
1408
Sittner & Nelson
Oregon
$449K
CCA
1409
Cobblestone Capital Advisors
New York
$448K +$140K +2,382 +45%
BFG
1410
Berger Financial Group
Minnesota
$448K -$2.41K -41 -0.5%
MYIA
1411
Mount Yale Investment Advisors
Colorado
$446K -$1.12M -19,073 -71%
BW
1412
Blalock Williams
Alabama
$446K +$51.2K +871 +13%
1IA
1413
1620 Investment Advisors
Massachusetts
$446K +$445K +7,569 +24,416%
FWTB
1414
First Western Trust Bank
Colorado
$445K
CCAM
1415
Cascades Capital Asset Management
North Carolina
$445K +$135K +2,291 +43%
CCA
1416
Cravens & Co Advisors
Tennessee
$444K +$4.52K +77 +1%
TCA
1417
Transcend Capital Advisors
New Jersey
$443K -$347K -5,915 -44%
TWM
1418
TCFG Wealth Management
California
$443K -$125K -2,128 -22%
PJSIMP
1419
P.J. Schmidt Investment Management (PJS)
Wisconsin
$443K
TNB
1420
Thomasville National Bank
Georgia
$442K -$112K -1,905 -20%
HWM
1421
HighMark Wealth Management
Minnesota
$441K +$430K +7,324 +3,626%
HCM
1422
Hodges Capital Management
Texas
$441K -$21.1K -360 -5%
CL
1423
CLG LLC
California
$441K +$411 +7 +0.1%
GPW
1424
Gentry Private Wealth
Kansas
$441K +$3.82K +65 +0.9%
GA
1425
GFS Advisors
Texas
$438K

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.