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
PHWM
1626
Pine Harbor Wealth Management
Maryland
$315K +$315K +5,369 New
IPW
1627
Intergy Private Wealth
Colorado
$314K +$51.9K +883 +20%
WAC
1628
William Allan Corp
Colorado
$313K
TW
1629
TritonPoint Wealth
Maryland
$313K +$55.1K +938 +22%
EL
1630
EWA LLC
Pennsylvania
$313K +$29.4K +501 +10%
FNB
1631
Farmers National Bank
Kentucky
$312K
BS
1632
Banco Santander
Spain
$306K
BIA
1633
Barry Investment Advisors
Massachusetts
$306K +$2.47K +42 +0.8%
1WM
1634
1900 Wealth Management
Texas
$306K -$4.76K -81 -2%
TPW
1635
Talon Private Wealth
Florida
$305K +$17.3K +295 +6%
RCM
1636
Raleigh Capital Management
North Carolina
$305K -$11.3K -193 -4%
SIM
1637
Sentry Investment Management
Wisconsin
$305K
FCA
1638
Fortis Capital Advisors
Kansas
$304K -$11.6K -198 -4%
ME
1639
McIlrath & Eck
Washington
$304K +$142K +2,416 +87%
KIC
1640
Kensington Investment Counsel
California
$304K +$763 +13 +0.3%
MFG
1641
Mosaic Financial Group
Illinois
$303K
MPI
1642
Mairs & Power Inc
Minnesota
$302K +$5.99K +102 +2%
MAG
1643
MRA Advisory Group
New Jersey
$301K +$35.3K +601 +13%
ANTB
1644
AMG National Trust Bank
Colorado
$301K +$66.4K +1,130 +28%
OFS
1645
OMC Financial Services
New York
$301K
SWA
1646
Sax Wealth Advisors
New Jersey
$300K +$4.17K +71 +1%
HA
1647
Helium Advisors
Washington
$300K +$5.17K +88 +2%
SDWIA
1648
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$300K
DJSG
1649
D.J. St. Germain
Massachusetts
$299K +$61.3K +1,044 +26%
NCM
1650
Next Capital Management
New York
$298K +$29.4K +500 +11%

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.