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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
KIC
1876
Keating Investment Counselors
Florida
$223K -$5.87K -100 -3%
KWA
1877
Kellett Wealth Advisors
Ohio
$222K +$222K +3,786 New
TWM
1878
Thrive Wealth Management
Pennsylvania
$222K +$222K +3,782 New
BBNB
1879
Baker Boyer National Bank
Washington
$222K +$6.34K +108 +3%
GWAG
1880
Garrett Wealth Advisory Group
Texas
$220K +$763 +13 +0.3%
RWB
1881
RMR Wealth Builders
New Jersey
$220K +$2.23K +38 +1%
WAM
1882
Worth Asset Management
Texas
$220K +$221K +3,756 New
EW
1883
Evoke Wealth
California
$220K +$215K +3,659 New
Jacobs Levy Equity Management
1884
Jacobs Levy Equity Management
New Jersey
$220K -$4.36M -74,299 -95%
FFG
1885
Fortem Financial Group
California
$220K -$8.52K -145 -4%
EFA
1886
Edge Financial Advisors
Illinois
$219K +$3.7K +63 +2%
BAM
1887
Bellevue Asset Management
Washington
$219K +$3.35K +57 +2%
FWA
1888
FSC Wealth Advisors
New York
$219K +$29.4K +500 +15%
MA
1889
Mezzasalma Advisors
New Jersey
$219K -$121K -2,057 -36%
BI
1890
Binnacle Investments
Iowa
$219K +$32.6K +555 +17%
UPS
1891
UHLMANN PRICE SECURITIES
Illinois
$219K -$28.2K -481 -11%
NI
1892
NDVR Inc
Massachusetts
$219K +$22.1K +376 +11%
RPGNY
1893
Retirement Planning Group (New York)
New York
$219K +$411 +7 +0.2%
CPA
1894
Cardiff Park Advisors
California
$218K +$59 +1 +0%
SFG
1895
SNS Financial Group
Minnesota
$218K +$1.35K +23 +0.6%
CCA
1896
Cottonwood Capital Advisors
Utah
$218K +$1.53K +26 +0.7%
NDBT
1897
North Dallas Bank & Trust
Texas
$218K +$218K +3,710 New
NC
1898
NBW Capital
Massachusetts
$217K +$15.7K +268 +8%
EG
1899
Ellerson Group
Maryland
$217K
AWG
1900
Altus Wealth Group
Colorado
$216K +$6.93K +118 +3%

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.