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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
FCAS
1951
First Command Advisory Services
Texas
$203K +$12.2K +208 +6%
MCM
1952
Mill Capital Management
North Carolina
$203K -$213K -3,620 -51%
APW
1953
Acima Private Wealth
Virginia
$202K
OCPWS
1954
One Charles Private Wealth Services
Massachusetts
$202K +$203K +3,449 New
NFG
1955
Nadler Financial Group
Illinois
$202K +$646 +11 +0.3%
AL
1956
ADE LLC
Maryland
$202K
HI
1957
Hudock Inc
Pennsylvania
$202K +$2.35K +40 +1%
AF
1958
Atala Financial
California
$202K
JCM
1959
Jacobsen Capital Management
Utah
$201K +$202K +3,435 New
YWM
1960
Yoder Wealth Management
California
$201K
BWM
1961
BKM Wealth Management
Wisconsin
$200K
PP
1962
PFS Partners
New Jersey
$198K +$940 +16 +0.5%
TIM
1963
Thompson Investment Management
Wisconsin
$196K +$72.5K +1,235 +58%
CB
1964
CNB Bank
Pennsylvania
$195K
GC
1965
Garde Capital
Washington
$193K
JWA
1966
JFS Wealth Advisors
Pennsylvania
$193K +$12.4K +212 +7%
FMTCOCP
1967
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$191K -$17.6K -300 -8%
Kayne Anderson Rudnick Investment Management
1968
Kayne Anderson Rudnick Investment Management
California
$185K +$180K +3,068 +3,526%
FC
1969
Fairscale Capital
New Hampshire
$184K
AGWCA
1970
Annis Gardner Whiting Capital Advisors
Florida
$183K +$7.46K +127 +4%
CSPIA
1971
Cary Street Partners Investment Advisory
Virginia
$181K -$2.94K -50 -2%
ITIM
1972
Indiana Trust & Investment Management
Indiana
$179K
CBT
1973
Crews Bank & Trust
Florida
$178K +$11.7K +200 +7%
RS
1974
Rakuten Securities
Japan
$177K -$32.7K -556 -16%
JEST
1975
JTC Employer Solutions Trustee
Jersey
$176K

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.