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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
TWA
1551
Trace Wealth Advisors
California
$354K +$2.88K +49 +0.8%
CCMG
1552
Clark Capital Management Group
Pennsylvania
$354K +$85.2K +1,450 +32%
BOJHT
1553
Bank of Jackson Hole Trust
Wyoming
$354K +$32.8K +559 +10%
CCT
1554
Capital City Trust
Florida
$354K
FPL
1555
Fortress Private Ledger
North Carolina
$353K +$122K +2,083 +53%
CL
1556
COWA LLC
Oklahoma
$353K -$4.76K -81 -1%
CCG
1557
Coastwise Capital Group
California
$351K +$3.82K +65 +1%
RSWM
1558
Robertson Stephens Wealth Management
California
$351K -$106K -1,813 -24%
MFG
1559
Magnus Financial Group
New York
$350K -$88.2K -1,502 -20%
TF
1560
Tandem Financial
Colorado
$350K -$386K -6,575 -53%
WTA
1561
Washington Trust Advisors
Massachusetts
$350K
PIMG
1562
Patriot Investment Management Group
Tennessee
$350K -$309K -5,267 -47%
SCM
1563
Silvant Capital Management
Georgia
$350K
PGAM
1564
Princeton Global Asset Management
New Jersey
$347K -$78.6K -1,339 -18%
GI
1565
GAMCO Investors
Connecticut
$346K +$346K +5,900 New
NRG
1566
Nemes Rush Group
Michigan
$346K +$91.3K +1,555 +36%
SPWM
1567
Schrum Private Wealth Management
Florida
$345K
CFCI
1568
Comprehensive Financial Consultants Institutional
Indiana
$344K
PWG
1569
Portside Wealth Group
Utah
$343K +$78.1K +1,330 +29%
LAS
1570
Lloyd Advisory Services
Georgia
$343K -$4.76K -81 -1%
RG
1571
Renaissance Group
Kentucky
$343K -$36K -613 -9%
DWM
1572
Diversify Wealth Management
Utah
$343K +$27.3K +464 +10%
CFFP
1573
Center for Financial Planning
Michigan
$342K +$19.7K +335 +6%
1SB
1574
1ST Source Bank
Indiana
$341K -$352 -6 -0.1%
MBI
1575
May Barnhard Investments
Maryland
$341K +$5.75K +98 +2%

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.