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
CWM
2051
Cranbrook Wealth Management
Michigan
$84.8K +$705 +12 +0.8%
DF
2052
Dunhill Financial
United Kingdom
$84.7K +$65.5K +1,115 +338%
NC
2053
NewSquare Capital
Pennsylvania
$83.1K +$23.6K +402 +40%
CA
2054
Crewe Advisors
Utah
$82.7K
HT
2055
Headlands Technologies
Illinois
$82.1K +$82.3K +1,401 New
LI
2056
Louisbourg Investments
New Brunswick, Canada
$79.7K +$29.4K +500 +58%
CH
2057
Canton Hathaway
Rhode Island
$79K
BCM
2058
Boreal Capital Management
Florida
$77.4K +$76.3K +1,300 New
CG
2059
Curat Global
New Hampshire
$77.2K
WTFG
2060
Wood Tarver Financial Group
Idaho
$77K
GFL
2061
Granite FO LLC
New Hampshire
$76.3K
FCT
2062
First Community Trust
Iowa
$76.2K
HIM
2063
Hillsdale Investment Management
Ontario, Canada
$76.2K
WWM
2064
Wolff Wiese Magana
California
$74K +$26.7K +454 +56%
B
2065
Birchbrook
Maine
$73.3K
CB
2066
Community Bank
New York
$73.3K
BWAM
2067
Boyd Watterson Asset Management
Ohio
$72.9K -$6.7K -114 -8%
AEPWM
2068
Atlantic Edge Private Wealth Management
Florida
$72.3K
WPWM
2069
Western Pacific Wealth Management
Illinois
$71.5K +$71.6K +1,220 New
GTAM
2070
Global Trust Asset Management
Florida
$71.2K -$129K -2,200 -64%
CTA
2071
Colonial Trust Advisors
South Carolina
$70.9K
SC
2072
Steph & Co
Wisconsin
$70.4K
FPB
2073
First PREMIER Bank
South Dakota
$70K
MSWA
2074
Marshall & Sterling Wealth Advisors
New York
$69.7K +$61.3K +1,044 +725%
TC
2075
Tacita Capital
Ontario, Canada
$69.6K

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.