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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
BC
1701
Belmont Capital
California
$281K
BWP
1702
Barlow Wealth Partners
Kentucky
$281K -$23.3K -396 -8%
AWS
1703
Arkfeld Wealth Strategies
Nebraska
$280K +$1.18K +20 +0.4%
BCB
1704
Brian C. Broderick
$279K
GCM
1705
Gallacher Capital Management
Colorado
$279K +$28.6K +487 +11%
BAM
1706
Byrne Asset Management
New Jersey
$279K +$280K +4,765 New
TCM
1707
TT Capital Management
California
$279K -$11.6K -197 -4%
ABTD
1708
Arvest Bank Trust Division
Oklahoma
$279K +$13.4K +229 +5%
MFWP
1709
Mosaic Family Wealth Partners
Missouri
$278K -$77.9K -1,326 -22%
TA
1710
TFG Advisers
Michigan
$278K +$1.18K +20 +0.4%
FWM
1711
Forza Wealth Management
Florida
$278K +$29.1K +496 +12%
NG
1712
Novem Group
New York
$277K +$7.75K +132 +3%
FB
1713
Finward Bancorp
Indiana
$277K
FBC
1714
Fairfield, Bush & Co
Connecticut
$276K -$14.2K -242 -5%
WAG
1715
Wheelhouse Advisory Group
Missouri
$276K -$14.6K -248 -5%
VFPW
1716
Vantage Financial Partners (Wisconsin)
Wisconsin
$276K +$11.9K +202 +4%
FFG
1717
Frisch Financial Group
New York
$275K -$11.2K -191 -4%
NWM
1718
Northwest Wealth Management
Iowa
$275K +$1.06K +18 +0.4%
AG
1719
AmeriFlex Group
Nevada
$275K -$253K -4,316 -48%
SFG
1720
Sovereign Financial Group
Connecticut
$274K -$22.4K -381 -8%
SFS
1721
Sharp Financial Services
Pennsylvania
$274K +$274K +4,668 New
LAM
1722
Longboard Asset Management
Arizona
$274K
JC
1723
JB Capital
Connecticut
$273K -$2.82K -48 -1%
AWM
1724
Adams Wealth Management
Utah
$273K +$274K +4,663 New
CI
1725
CacheTech Inc
Utah
$273K +$274K +4,663 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.