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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
TAM
1751
Tucker Asset Management
Colorado
$267K +$267K +4,546 New
BB
1752
Berkshire Bank
Massachusetts
$267K
TF
1753
Trek Financial
Arizona
$266K -$24.3K -413 -8%
AWP
1754
Atlas Wealth Partners
Pennsylvania
$266K -$15.8K -269 -6%
FUBT
1755
First United Bank & Trust
Maryland
$266K -$29.4K -500 -10%
YDMI
1756
Y.D. More Investments
Israel
$265K +$52.8K +899 +25%
TBNY
1757
Trustco Bank (New York)
New York
$265K
SWP
1758
SIMA Wealth Partners
Virginia
$265K -$243K -4,131 -48%
OL
1759
Optas LLC
Texas
$265K +$48.5K +825 +22%
RT
1760
Rockland Trust
Massachusetts
$265K
RPCONE
1761
Retirement Planning Company of New England
Rhode Island
$264K +$6.99K +119 +3%
OWM
1762
Orca Wealth Management
Florida
$264K +$4.35K +74 +2%
CA
1763
Calton & Associates
Florida
$264K -$120K -2,037 -31%
MPM
1764
MBB Public Markets
Illinois
$263K -$58.8K -1,001 -18%
BWP
1765
Balboa Wealth Partners
Arizona
$263K +$13.4K +229 +5%
DDC
1766
DF Dent & Co
Maryland
$263K +$263K +4,486 New
OL
1767
OneFund LLC
Florida
$263K -$2.11K -36 -0.8%
SFA
1768
Souders Financial Advisors
Ohio
$262K -$179K -3,044 -40%
EC
1769
EntryPoint Capital
New York
$262K +$262K +4,468 New
ALC
1770
Alexander Labrunerie & Co
Missouri
$262K +$1.18K +20 +0.4%
NB
1771
Nicolet Bankshares
Wisconsin
$262K +$5.4K +92 +2%
EFL
1772
ERn Financial LLC
Wisconsin
$261K -$151K -2,570 -37%
DP
1773
Dearborn Partners
Illinois
$261K -$2.35K -40 -0.9%
SFG
1774
SevenBridge Financial Group
Pennsylvania
$261K -$106K -1,807 -31%
TCWA
1775
Turtle Creek Wealth Advisors
Texas
$261K +$261K +4,445 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.