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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
SRA
1726
Secured Retirement Advisors
Minnesota
$273K +$36.2K +616 +15%
JLBC
1727
J.L. Bainbridge & Co
Florida
$273K +$1.06K +18 +0.4%
NAM
1728
NTV Asset Management
West Virginia
$273K +$6.11K +104 +2%
CHAM
1729
Clear Harbor Asset Management
Connecticut
$272K
SDWMA
1730
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K +$272K +4,638 New
DE
1731
Diversified Enterprises
Delaware
$271K +$7.99K +136 +3%
MPM
1732
Meritage Portfolio Management
Kansas
$271K -$192K -3,268 -41%
HBS
1733
Howard Bailey Securities
Indiana
$271K -$186K -3,162 -41%
CF
1734
Convergence Financial
Missouri
$270K +$271K +4,611 New
PG
1735
Prostatis Group
Maryland
$270K -$81.5K -1,387 -23%
EFG
1736
Elios Financial Group
Ohio
$270K +$705 +12 +0.3%
RCMF
1737
RK Capital Management (Florida)
Florida
$270K -$3.98M -67,800 -94%
CT
1738
Coastline Trust
Rhode Island
$270K
HTHT
1739
Hemenway Trust Hemenway Trust
New Hampshire
$270K
VCM
1740
Virtue Capital Management
Tennessee
$269K -$157K -2,676 -37%
RFS
1741
Richardson Financial Services
Massachusetts
$269K -$4.41K -75 -2%
CCM
1742
Chilton Capital Management
Texas
$269K -$30.7K -522 -10%
NMCM
1743
Nicholson Meyer Capital Management
Missouri
$268K +$117 +2 +0%
APG
1744
Abacus Planning Group
South Carolina
$268K
EW
1745
Element Wealth
Mississippi
$268K +$1.94K +33 +0.7%
LWM
1746
LJI Wealth Management
Indiana
$267K -$11.7K -200 -4%
ABWM
1747
Alpine Bank Wealth Management
Colorado
$267K -$47K -800 -15%
VIPI
1748
Vista Investment Partners II
Indiana
$267K +$14.7K +251 +6%
EWM
1749
Elmwood Wealth Management
California
$267K
HNWAG
1750
High Net Worth Advisory Group
Florida
$267K

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.