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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
GC
2101
GFG Capital
Florida
$55.3K +$55.4K +943 New
RFG
2102
REAP Financial Group
Texas
$54K +$19.6K +334 +57%
WBC
2103
West Branch Capital
Massachusetts
$53.1K -$17.6K -300 -25%
PMFA
2104
Plante Moran Financial Advisors
Michigan
$53.1K -$45.9K -782 -46%
IMC
2105
Investment Management Corporation
Virginia
$51.2K +$7.4K +126 +17%
BC
2106
Bulwark Capital
Florida
$49.6K +$49.7K +846 New
ICM
2107
Islay Capital Management
Texas
$49.4K
CIAS
2108
CBIZ Investment Advisory Services
Ohio
$49.3K +$6.7K +114 +16%
TIM
2109
Tortoise Investment Management
New York
$48.4K +$5.46K +93 +13%
NSG
2110
Nalls Sherbakoff Group
Tennessee
$48.4K -$38.2K -650 -44%
C
2111
Covestor
United Kingdom
$48K -$2.76K -47 -5%
PA
2112
Pineridge Advisors
Missouri
$48K +$176 +3 +0.4%
BGAI
2113
Bruce G. Allen Investments
Colorado
$47.6K +$1.88K +32 +4%
CAM
2114
Creekmur Asset Management
Illinois
$46.2K +$235 +4 +0.5%
CFG
2115
Chapman Financial Group
Hawaii
$46.1K +$46.2K +786 New
RBC
2116
Roble Belko & Company
Pennsylvania
$46K -$72.9K -1,241 -61%
BP
2117
BNP Paribas
France
$44.9K +$7.93K +135 +21%
UIA
2118
Ulland Investment Advisors
Minnesota
$44K
AT
2119
Avalon Trust
New Mexico
$44K
BCM
2120
Basso Capital Management
Connecticut
$44K +$6.75K +115 +18%
DWS
2121
Dynamic Wealth Strategies
California
$43.4K
FMP
2122
Financial Management Professionals
Texas
$43.2K +$2.94K +50 +7%
PPA
2123
Painted Porch Advisors
California
$42.9K
CFS
2124
Compass Financial Services
Iowa
$42K
S
2125
Sachetta
Massachusetts
$41.7K -$37.5K -638 -47%

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.