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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
CA
1926
CapWealth Advisors
Tennessee
$209K
GC
1927
GatePass Capital
Ohio
$208K +$3.76K +64 +2%
SHFA
1928
SS&H Financial Advisors
Michigan
$208K
PSB
1929
Piscataqua Savings Bank
New Hampshire
$208K
SCM
1930
Sunbeam Capital Management
Georgia
$208K +$411 +7 +0.2%
RSA
1931
River Street Advisors
Illinois
$207K -$47K -800 -18%
AL
1932
Aspiriant LLC
California
$207K +$208K +3,538 New
UB
1933
Umpqua Bank
Oregon
$207K +$205K +3,483 New
MWA
1934
Medallion Wealth Advisors
Connecticut
$207K -$8.63K -147 -4%
DHC
1935
Drum Hill Capital
Connecticut
$206K
GWM
1936
Gibbs Wealth Management
Georgia
$206K +$6.64K +113 +3%
KA
1937
Kozak & Associates
Colorado
$206K +$119K +2,026 +132%
CFC
1938
Client First Capital
California
$205K +$206K +3,501 New
BSCCG
1939
Blue Sky Capital Consultants Group
California
$205K +$206K +3,500 New
BBPWM
1940
Blue Bell Private Wealth Management
Pennsylvania
$205K -$23.5K -400 -10%
CA
1941
Commerzbank Aktiengesellschaft
Germany
$205K
Cohen & Steers
1942
Cohen & Steers
New York
$205K +$82.2K +1,400 +67%
TCOO
1943
Trust Company of Oklahoma
Oklahoma
$205K
S
1944
Steadtrust
Texas
$205K +$205K +3,491 New
MFC
1945
Morris Financial Concepts
South Carolina
$205K
BWM
1946
BCS Wealth Management
Tennessee
$204K +$204K +3,480 New
DIP
1947
DT Investment Partners
Pennsylvania
$204K
BA
1948
Bridgewater Advisors
New York
$204K +$218K +3,715 New
EWA
1949
Emergent Wealth Advisors
New York
$203K +$204K +3,470 New
BBA
1950
Braun-Bostich & Associates
Pennsylvania
$203K +$204K +3,468 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.