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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
AWMM
1501
Aegis Wealth Management (Maryland)
Maryland
$386K
CAL
1502
Capital Analysts LLC
Pennsylvania
$384K -$4.41K -75 -1%
CDWM
1503
Campbell Deegan Wealth Management
Virginia
$384K +$411 +7 +0.1%
TFS
1504
Thoroughbred Financial Services
Tennessee
$383K -$1.26M -21,406 -77%
EFSCE
1505
Enterprise Financial Services Corp (EFSC)
Missouri
$382K +$109K +1,857 +40%
SACTSONJ
1506
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$381K
AAM
1507
Augustine Asset Management
Florida
$381K -$11.5K -195 -3%
PFSC
1508
Peoples Financial Services Corp
Pennsylvania
$380K
SP
1509
Symmetry Partners
Connecticut
$380K -$7.28K -124 -2%
WDA
1510
Wendell David Associates
New Hampshire
$380K
TPWA
1511
TRUE Private Wealth Advisors
Oregon
$379K +$103K +1,760 +37%
MW
1512
MBL Wealth
North Carolina
$379K -$2K -34 -0.5%
PC
1513
Prairiewood Capital
North Dakota
$379K
KWMG
1514
King Wealth Management Group
Florida
$379K +$940 +16 +0.2%
HCM
1515
Howland Capital Management
Massachusetts
$379K +$11.2K +191 +3%
CFGW
1516
Chancellor Financial Group WB
Pennsylvania
$378K +$16.4K +279 +5%
FWP
1517
Firethorn Wealth Partners
Georgia
$378K +$3.29K +56 +0.9%
SSC
1518
Syverson Strege & Co
Iowa
$377K +$378K +6,439 New
RFG
1519
RFP Financial Group
Georgia
$376K
DFG
1520
Dynamic Financial Group
Iowa
$376K -$4.41K -75 -1%
ORC
1521
O'Rourke & Company
Massachusetts
$376K +$16.9K +287 +5%
CA
1522
Carson Advisory
Georgia
$375K -$5.23K -89 -1%
SWA
1523
SFMG Wealth Advisors
Texas
$375K -$125K -2,133 -25%
AIM
1524
Advyzon Investment Management
Illinois
$375K +$63.3K +1,077 +20%
MSWM
1525
McGlone Suttner Wealth Management
Wisconsin
$373K +$2.29K +39 +0.6%

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.