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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
KFI
1976
Key Financial Inc
Pennsylvania
$174K -$2.41K -41 -1%
SWP
1977
Strategic Wealth Partners
Ohio
$174K +$174K +2,961 New
CCMW
1978
Cypress Capital Management (Wyoming)
Wyoming
$173K
GIM
1979
Generali Investments Management
Slovenia
$173K
RP
1980
Rowlandmiller & Partners
Georgia
$172K
TLA
1981
Tanglewood Legacy Advisors
Texas
$172K
FS
1982
Financially Speaking
Colorado
$167K +$167K +2,850 New
PAI
1983
Pittenger & Anderson Inc
Nebraska
$164K
KB
1984
Kimelman & Baird
New York
$163K
NC
1985
North Capital
Utah
$159K -$15.2K -258 -9%
BONH
1986
Bank of New Hampshire
New Hampshire
$158K +$11.7K +200 +8%
Q1WB
1987
Quest 10 Wealth Builders
Virginia
$158K -$36.1K -615 -19%
JGIA
1988
Jackson Grant Investment Advisers
Connecticut
$156K +$2.35K +40 +2%
HFM
1989
Hartford Financial Management
Connecticut
$155K -$2.53M -43,000 -94%
PSFG
1990
Park Square Financial Group
Georgia
$153K +$5.99K +102 +4%
APW
1991
Aventura Private Wealth
Florida
$150K
GIA
1992
GHP Investment Advisors
Colorado
$150K +$587 +10 +0.4%
ARMT
1993
Amica Retiree Medical Trust
Rhode Island
$150K
RMC
1994
Resources Management Corp
Connecticut
$149K
BFPW
1995
BOK Financial Private Wealth
Colorado
$143K
CPG
1996
Cornerstone Planning Group
New Jersey
$141K -$4.93K -84 -4%
AA
1997
Addison Advisors
Vermont
$141K +$13.4K +229 +11%
FMB
1998
Field & Main Bank
Kentucky
$141K
1NWS
1999
1 North Wealth Services
Maryland
$140K
FDW
2000
Fourth Dimension Wealth
Ohio
$138K +$1.76K +30 +1%

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.