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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
SCP
1526
Sivia Capital Partners
California
$373K +$173K +2,946 +86%
EAM
1527
Evanson Asset Management
California
$372K -$1.47K -25 -0.4%
FFG
1528
Fiduciary Financial Group
California
$371K +$12.6K +215 +3%
OSNBOA
1529
Old Second National Bank of Aurora
Illinois
$371K -$32.6K -555 -8%
S
1530
SimplyRich
California
$371K
AWM
1531
Abound Wealth Management
Tennessee
$370K +$366K +6,229 +7,328%
IAG
1532
Investment Advisory Group
Massachusetts
$369K -$7.87K -134 -2%
TIA
1533
Tandem Investment Advisors
South Carolina
$369K -$24.5K -417 -6%
TFG
1534
Taylor Financial Group
Virginia
$369K -$38.2K -650 -9%
AHC
1535
Adell Harriman & Carpenter
Texas
$368K +$998 +17 +0.3%
RWM
1536
Riverbend Wealth Management
South Carolina
$368K +$4.93K +84 +1%
CST
1537
Charles Schwab Trust
Nevada
$367K -$96.8K -1,648 -21%
KA
1538
KDT Advisors
New York
$366K
FDDB
1539
Fidelity D&D Bancorp
Pennsylvania
$366K -$23.5K -400 -6%
HP
1540
Hilltop Partners
Indiana
$365K
MCM
1541
MV Capital Management
Maryland
$362K -$6.99K -119 -2%
WDL
1542
Well Done LLC
Michigan
$361K +$23.6K +402 +7%
AGA
1543
Accuvest Global Advisors
Utah
$359K
AWAP
1544
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$359K -$77.6K -1,322 -18%
SDAM
1545
Shulman DeMeo Asset Management
New York
$358K +$2.41K +41 +0.7%
VAG
1546
VisionPoint Advisory Group
Texas
$358K +$359K +6,106 New
DWM
1547
Destination Wealth Management
California
$357K +$358K +6,092 New
AIC
1548
Archer Investment Corporation
Indiana
$356K +$48.2K +821 +16%
SXL
1549
Summit X LLC
Missouri
$355K +$6.11K +104 +2%
TFGT
1550
TS Financial Group (TSFG)
Illinois
$355K +$4.35K +74 +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.