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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
MAWA
1676
Moss Adams Wealth Advisors
Washington
$288K +$61.5K +1,047 +28%
SSWM
1677
Strait & Sound Wealth Management
California
$288K +$51.1K +870 +22%
SFM
1678
Signet Financial Management
New Jersey
$287K +$6.75K +115 +2%
AWM
1679
Act Wealth Management
Texas
$287K -$53.3K -908 -16%
OA
1680
Operose Advisors
Wisconsin
$287K
YAM
1681
Yacktman Asset Management
Texas
$287K
YIM
1682
Yoffe Investment Management
Pennsylvania
$287K
BNP Paribas Asset Management
1683
BNP Paribas Asset Management
France
$287K -$90K -1,533 -24%
BCV
1684
Banque Cantonale Vaudoise
Switzerland
$287K +$3.82K +65 +1%
NRI
1685
NFP Retirement Inc
California
$287K +$5.52K +94 +2%
VHAM
1686
Van Hulzen Asset Management
California
$287K +$25.4K +433 +10%
CICI
1687
Capital Investment Counsel Inc
North Carolina
$286K
FWP
1688
FAS Wealth Partners
Kansas
$286K +$2.41K +41 +0.8%
FFO
1689
Fortitude Family Office
Arizona
$286K -$20.4K -347 -7%
NPFS
1690
Novak & Powell Financial Services
Florida
$284K -$15K -256 -5%
TPI
1691
Trust Point Inc
Wisconsin
$284K +$21.1K +360 +8%
TIA
1692
Traphagen Investment Advisors
New Jersey
$284K -$7.34K -125 -3%
BI
1693
Beckerman Institutional
New Jersey
$284K
CFG
1694
Compton Financial Group
Maryland
$284K +$294 +5 +0.1%
FA
1695
FSA Advisors
Michigan
$284K -$16.6K -282 -6%
UBG
1696
United Bank (Georgia)
Georgia
$283K -$421K -7,165 -60%
ML
1697
McAdam LLC
Pennsylvania
$283K +$66.3K +1,129 +31%
MHB
1698
Midwest Heritage Bank
Iowa
$282K -$2.52K -43 -0.9%
Capstone Investment Advisors
1699
Capstone Investment Advisors
New York
$282K -$15.6K -265 -5%
AP
1700
Atwood & Palmer
Missouri
$282K

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.