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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
SM
1851
Sweeney & Michel
California
$232K -$24.7K -421 -10%
IA
1852
IAM Advisory
Pennsylvania
$232K +$411 +7 +0.2%
CWA
1853
Canvas Wealth Advisors
Kansas
$231K +$23.4K +398 +11%
CCA
1854
Childress Capital Advisors
Texas
$230K +$230K +3,924 New
HW
1855
HORAN Wealth
Ohio
$230K +$230K +3,922 New
SAM
1856
Smith Asset Management
Florida
$230K -$2.35K -40 -1%
CWM
1857
Calamos Wealth Management
Illinois
$230K -$6.17K -105 -3%
ISL
1858
Ingalls & Snyder LLC
New York
$229K -$5.87K -100 -2%
BW
1859
BostonPremier Wealth
Massachusetts
$229K +$235 +4 +0.1%
GAB
1860
German American Bancorp
Indiana
$228K +$3.64K +62 +2%
MLA
1861
MB, Levis & Associates
Pennsylvania
$228K +$10.7K +182 +5%
Members Trust
1862
Members Trust
Florida
$227K +$228K +3,877 New
HA
1863
Huntleigh Advisors
Missouri
$227K +$881 +15 +0.4%
CAL
1864
Capital Advisors Ltd
Ohio
$226K +$2.47K +42 +1%
HWA
1865
Heartwood Wealth Advisors
Virginia
$226K +$226K +3,848 New
BI
1866
BFI Infinity
Switzerland
$225K +$22K +375 +11%
PA
1867
PharVision Advisers
Florida
$225K +$226K +3,843 New
USB
1868
Union Savings Bank
Connecticut
$225K
TSMHT
1869
Thurston Springer Miller Herd & Titak
Indiana
$225K +$19.4K +331 +9%
PWP
1870
Perfromance Wealth Partners
Illinois
$225K -$4.29K -73 -2%
VPP
1871
Vertex Planning Partners
Illinois
$224K +$176 +3 +0.1%
CPA
1872
Capital Performance Advisors
California
$224K +$23.6K +402 +12%
WIM
1873
Westside Investment Management
California
$224K +$9.75K +166 +5%
PSIWM
1874
Paradigm Strategies in Wealth Management
Minnesota
$223K -$352 -6 -0.2%
CA
1875
Cambridge Advisors
Nebraska
$223K +$7.75K +132 +4%

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.