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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
HFO
1426
Heritage Family Offices
Arizona
$438K
XWM
1427
Xcel Wealth Management
Florida
$438K +$164K +2,784 +59%
GD
1428
Grandfield & Dodd
New York
$438K -$8.22K -140 -2%
JCM
1429
J2 Capital Management
Michigan
$437K +$130K +2,218 +42%
QL
1430
Quarry LP
New York
$433K -$10.7K -182 -2%
HAS
1431
Horizon Advisory Services
New York
$433K +$705 +12 +0.2%
PPH
1432
Pure Portfolios Holdings
Oregon
$433K +$18K +307 +4%
WIM
1433
WealthPlan Investment Management
Nebraska
$432K +$101K +1,723 +30%
SL
1434
Summitry LLC
California
$432K +$433K +7,373 New
PWPS
1435
Pinnacle Wealth Planning Services
Ohio
$432K +$69.5K +1,183 +19%
MG
1436
Mather Group
Illinois
$432K -$3.11K -53 -0.7%
CWMG
1437
Compass Wealth Management (Georgia)
Georgia
$431K +$432K +7,353 New
VFG
1438
V2 Financial group
Illinois
$428K -$40.8K -695 -9%
BFS
1439
BridgePort Financial Solutions
Iowa
$427K +$427K +7,275 New
SSWM
1440
Smith Salley Wealth Management
North Carolina
$426K +$1.35K +23 +0.3%
DIM
1441
Delta Investment Management
California
$426K +$52K +886 +14%
FFBTD
1442
First Financial Bank - Trust Division
Ohio
$424K +$28K +477 +7%
QWP
1443
Quotient Wealth Partners
Texas
$423K +$77.2K +1,314 +22%
ZIG
1444
Zullo Investment Group
Pennsylvania
$423K +$18.4K +313 +5%
BIAS
1445
Beacon Investment Advisory Services
New Jersey
$421K +$8.98K +153 +2%
CCT
1446
Chemung Canal Trust
New York
$419K -$402K -6,850 -49%
OWP
1447
ORG Wealth Partners
Texas
$418K -$2.64K -45 -0.6%
WA
1448
Wambolt & Associates
Colorado
$418K +$705 +12 +0.2%
FBFS
1449
First Business Financial Services
Wisconsin
$417K
DSN
1450
D. Scott Neal
Kentucky
$416K +$5.99K +102 +1%

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.