We are live on ! Find out more
MO icon

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
PIM
1601
Penobscot Investment Management
Massachusetts
$328K
TA
1602
TrueWealth Advisors
Alabama
$327K +$59 +1 +0%
FBT
1603
First Bankers Trust
Kentucky
$327K
GPWM
1604
Grant Private Wealth Management
California
$326K +$99.5K +1,694 +44%
CCB
1605
Country Club Bank
Missouri
$325K +$47K +800 +17%
WMA
1606
Wealth Management Associates
New Jersey
$325K +$100K +1,709 +45%
MA
1607
MJP Associates
Connecticut
$324K +$49.2K +838 +18%
GWA
1608
Gratus Wealth Advisors
Virginia
$323K
WB
1609
West Bancorporation
Iowa
$322K -$45.8K -780 -12%
CA
1610
Centerpoint Advisors
Massachusetts
$322K
LWM
1611
Lakeridge Wealth Management
Ohio
$321K -$7.11K -121 -2%
QFW
1612
QTR Family Wealth
Florida
$321K +$40.1K +683 +14%
HW
1613
Hedeker Wealth
Illinois
$320K +$5.4K +92 +2%
EIM
1614
Ervin Investment Management
Washington
$320K -$14.6K -249 -4%
WA
1615
Whipplewood Advisors
Colorado
$319K -$1.64K -28 -0.5%
LIM
1616
Letson Investment Management
Georgia
$319K
GWWM
1617
Great Waters Wealth Management
Minnesota
$319K
SWIM
1618
Smallwood Wealth Investment Management
New Jersey
$319K -$1.53K -26 -0.5%
GP
1619
Greenline Partners
New York
$318K -$3.05K -52 -1%
SPWG
1620
Sage Private Wealth Group
Illinois
$317K -$93.5K -1,592 -23%
BHIA
1621
Birch Hill Investment Advisors
Massachusetts
$317K
SBWIC
1622
Schaper Benz & Wise Investment Counsel
Wisconsin
$316K -$763 -13 -0.2%
DA
1623
Dover Advisors
Virginia
$315K -$467K -7,947 -60%
BOPW
1624
Brandywine Oak Private Wealth
Pennsylvania
$315K +$11.4K +194 +4%
BRWM
1625
Blue Rock Wealth Management
North Carolina
$315K

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.