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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
NW
1901
Naviter Wealth
Arkansas
$216K -$37.1K -632 -15%
HIS
1902
Horizon Investment Services
Indiana
$216K +$11.7K +200 +6%
FNFDCM
1903
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$215K -$2.94K -50 -1%
WP
1904
WealthShield Partners
North Carolina
$215K -$43K -733 -17%
DBRC
1905
D.B. Root & Company
Pennsylvania
$213K +$3.99K +68 +2%
WAOTB
1906
Wealth Advisors of Tampa Bay
Florida
$212K -$8.81K -150 -4%
SC
1907
SummitTX Capital
Texas
$212K -$5.38M -91,605 -96%
OC
1908
Opinicus Capital
Florida
$211K +$212K +3,605 New
BMC
1909
Benin Management Corp
Connecticut
$211K -$8.81K -150 -4%
MKC
1910
M. Kraus & Co
Vermont
$211K
HC
1911
Hoese & Co
Minnesota
$211K +$117K +2,000 +125%
ZIC
1912
ZWJ Investment Counsel
Georgia
$211K -$131K -2,239 -38%
JF
1913
JSF Financial
California
$211K +$763 +13 +0.4%
ILI
1914
Invesco LLC (Illinois)
Illinois
$210K +$5.87K +100 +3%
TCM
1915
Twin Capital Management
Pennsylvania
$210K -$1.88K -32 -0.9%
GIBU
1916
Gulf International Bank (UK)
United Kingdom
$210K
ATC
1917
Adirondack Trust Company
New York
$210K
CIP
1918
Capital Insight Partners
Arizona
$210K +$9.04K +154 +4%
GFG
1919
Greenberg Financial Group
Arizona
$210K +$171K +2,915 New
AWM
1920
Aries Wealth Management
Maine
$209K -$23.5K -400 -10%
TC
1921
Truvestments Capital
Florida
$209K -$6.58K -112 -3%
FIM
1922
Freedom Investment Management
Connecticut
$209K +$209K +3,566 New
FDCP
1923
Foster Dykema Cabot & Partners
Massachusetts
$209K
SCA
1924
Stonebridge Capital Advisors
Minnesota
$209K +$209K +3,560 New
MC
1925
Machina Capital
France
$209K -$555K -9,452 -73%

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.