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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
CBA
1476
Coastal Bridge Advisors
Connecticut
$400K +$15.6K +266 +4%
SFFS
1477
Stonehage Fleming Financial Services
Jersey
$400K
PIA
1478
Perennial Investment Advisors
California
$400K +$1.76K +30 +0.4%
Hudson Bay Capital Management
1479
Hudson Bay Capital Management
Connecticut
$398K +$398K +6,783 New
ET
1480
Equitable Trust
Tennessee
$397K
DLA
1481
Douglas Lane & Associates
New York
$396K -$53.6K -912 -12%
MF
1482
Manchester Financial
California
$396K +$58.7K +1,000 +17%
MWM
1483
MBE Wealth Management
Wisconsin
$395K +$4.52K +77 +1%
CPL
1484
CAP Partners LLC
Tennessee
$395K -$2.23K -38 -0.6%
OWA
1485
Opal Wealth Advisors
New York
$394K -$48.9K -832 -11%
BWS
1486
Buck Wealth Strategies
Colorado
$393K +$80.9K +1,378 +26%
JAG
1487
Journey Advisory Group
Kentucky
$392K
FFA
1488
Fragasso Financial Advisors
Pennsylvania
$390K +$8.87K +151 +2%
HIC
1489
Harvey Investment Company
Kentucky
$389K
SIAP
1490
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$389K -$3.52K -60 -0.9%
SCI
1491
Silver Coast Investments
United States
$388K -$24.4K -415 -6%
NMIMC
1492
Northwestern Mutual Investment Management Company
Wisconsin
$388K -$1.18K -20 -0.3%
ST
1493
Somerset Trust
Pennsylvania
$387K +$12.6K +215 +3%
WF
1494
Wayfinding Financial
Washington
$387K -$16.7K -284 -4%
IC
1495
Inscription Capital
Texas
$387K -$806K -13,716 -68%
PAA
1496
Peregrine Asset Advisers
Oregon
$387K
NEWAS
1497
N.E.W. Advisory Services
Wisconsin
$387K +$65.6K +1,117 +20%
BCMLT
1498
Beacon Capital Management LLC (Tennessee)
Tennessee
$386K +$91.1K +1,552 +31%
BO
1499
Bank OZK
Arkansas
$386K +$7.05K +120 +2%
6F
1500
626 Financial
Michigan
$386K

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.