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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
POIA
2001
Pin Oak Investment Advisors
Texas
$136K -$59 -1 -0%
TCM
2002
Traub Capital Management
Massachusetts
$133K +$133K +2,267 New
AW
2003
Avion Wealth
Texas
$131K +$14K +239 +12%
SPF
2004
South Plains Financial
Texas
$131K +$1.47K +25 +1%
KTC
2005
Kentucky Trust Company
Kentucky
$129K
CHC
2006
City Holding Co
West Virginia
$128K -$31.3K -533 -20%
IRAG
2007
Investment Research & Advisory Group
Georgia
$127K -$70.3K -1,197 -36%
BFS
2008
Burkett Financial Services
South Carolina
$126K +$2.11K +36 +2%
QWM
2009
Quaker Wealth Management
New Jersey
$125K +$125K +2,130 New
WAS
2010
Winch Advisory Services
Wisconsin
$125K +$2.11K +36 +2%
SGC
2011
Slocum, Gordon & Co
Rhode Island
$124K -$55.8K -950 -31%
LFASL
2012
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
MTIC
2013
Missouri Trust & Investment Company
Missouri
$123K
CWM
2014
CarsonAllaria Wealth Management
Illinois
$122K -$2.64K -45 -2%
CAM
2015
Costello Asset Management
Pennsylvania
$121K +$176 +3 +0.1%
M
2016
MOTCO
Texas
$120K -$48.1K -819 -30%
SNB
2017
Security National Bank
Nebraska
$119K +$4.41K +75 +4%
ETS
2018
ESL Trust Services
New York
$117K
GKIM
2019
GW&K Investment Management
Massachusetts
$117K +$27.6K +470 +31%
GWP
2020
Gen-Wealth Partners
Michigan
$114K -$5.52K -94 -5%
MPW
2021
MASECO Private Wealth
$111K +$111K +1,887 New
ZBNA
2022
Zions Bancorporation, National Association
Utah
$108K +$12.9K +220 +14%
OCM
2023
Orion Capital Management
California
$106K +$1.82K +31 +2%
VWM
2024
Vermillion Wealth Management
Minnesota
$106K +$23K +392 +28%
CTWM
2025
Cherry Tree Wealth Management
Minnesota
$105K -$51.3K -873 -33%

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.