We are live on ! Find out more
MO icon

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
MEG
2026
Millstone Evans Group
Colorado
$105K +$11.7K +200 +13%
CWA
2027
Carolina Wealth Advisors
South Carolina
$104K +$83.6K +1,424 +410%
CFD
2028
Creative Financial Designs
Indiana
$103K -$4.58K -78 -4%
PG
2029
Proffitt & Goodson
Tennessee
$101K +$294 +5 +0.3%
BIA
2030
Bell Investment Advisors
California
$97.5K +$8.16K +139 +9%
AFG
2031
Albion Financial Group
Utah
$97.4K -$16.1K -275 -14%
PCFFS
2032
Pacific Center for Financial Services
California
$93.9K
EDRH
2033
Edmond de Rothschild Holding
Switzerland
$93.8K
ATC
2034
Advantage Trust Company
Kansas
$93.8K +$47K +800 +100%
HWM
2035
Hemington Wealth Management
Virginia
$93K -$705 -12 -0.7%
BC
2036
Barrett & Company
Rhode Island
$92.9K +$1.29K +22 +1%
MHR
2037
Matthew Hamilton Rosenberg
$92.4K +$14.7K +250 +19%
BL
2038
BFSG LLC
California
$92.3K +$587 +10 +0.6%
TFIPS
2039
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92K
SAM
2040
S.A. Mason
Michigan
$91.8K
WCM
2041
Westend Capital Management
California
$91.7K
RWM
2042
Rialto Wealth Management
New York
$90.9K +$2.06K +35 +2%
EWM
2043
Evermay Wealth Management
Virginia
$90.5K
VWA
2044
VSM Wealth Advisory
Maryland
$89.5K +$28K +477 +45%
TPWA
2045
Twin Peaks Wealth Advisors
California
$88.8K +$79K +1,345 New
AWM
2046
Activest Wealth Management
Florida
$88.4K +$294 +5 +0.3%
OLVIG
2047
Oliver Lagore Vanvalin Investment Group
Michigan
$88.1K +$86.2K +1,468 New
AWM
2048
Atticus Wealth Management
Florida
$86.5K +$29.4K +500 +51%
SA
2049
Scarborough Advisors
Maryland
$86.4K +$86.6K +1,474 New
PCTC
2050
Perkins Coie Trust Company
Washington
$85.6K -$646 -11 -0.7%

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.