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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
AIFAIM
1576
American Institute for Advanced Investment Management
Arizona
$341K
DC
1577
Defender Capital
North Carolina
$341K -$11.7K -200 -3%
HTIM
1578
Harbour Trust & Investment Management
Indiana
$340K +$13.5K +230 +4%
Financial Engines Advisors
1579
Financial Engines Advisors
California
$339K +$339K +5,775 New
WFA
1580
WMG Financial Advisors
Tennessee
$339K -$411 -7 -0.1%
RCI
1581
RS Crum Inc
California
$338K
WTFG
1582
Wells Trecaso Financial Group
Ohio
$338K -$14.3K -243 -4%
CSC
1583
Caldwell Sutter Capital
California
$337K -$5.81K -99 -2%
RWP
1584
Ridgecrest Wealth Partners
California
$337K
CH
1585
Cromwell Holdings
Wyoming
$335K +$33.2K +565 +11%
EA
1586
Everpar Advisors
Oklahoma
$335K +$38.4K +654 +13%
RFA
1587
Register Financial Advisors
Georgia
$335K -$92.8K -1,581 -22%
AWM
1588
Aberdeen Wealth Management
Illinois
$333K
SEIA
1589
Signature Estate & Investment Advisors
California
$332K -$7.17K -122 -2%
BHWM
1590
Bar Harbor Wealth Management
New Hampshire
$332K +$9.93K +169 +3%
RF
1591
Roxbury Financial
New Jersey
$332K +$294 +5 +0.1%
VCM
1592
Versant Capital Management
Arizona
$331K +$34.6K +589 +12%
VA
1593
Valmark Advisers
Ohio
$331K +$37.8K +643 +13%
APW
1594
Austin Private Wealth
Texas
$331K +$19.1K +326 +6%
GWANC
1595
Guardian Wealth Advisors (North Carolina)
North Carolina
$330K +$20.6K +350 +7%
EIA
1596
Edgemoor Investment Advisors
Maryland
$330K
FGWP
1597
Founders Grove Wealth Partners
Virginia
$329K -$2.11K -36 -0.6%
KCM
1598
Kornitzer Capital Management
Kansas
$329K
IDA
1599
Intelligence Driven Advisers
California
$329K -$15.9K -270 -5%
FFP
1600
Forbes Financial Planning
Rhode Island
$328K +$329K +5,600 New

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.