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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
BFP
2126
Briaud Financial Planning
Texas
$41K
SJIM
2127
St. Johns Investment Management
Florida
$40.4K
IWP
2128
IAG Wealth Partners
Wisconsin
$39.9K -$2.82K -48 -7%
EPIME
2129
Evelyn Partners Investment Management (Europe)
$39.8K
PWM
2130
Proathlete Wealth Management
Florida
$39.7K
WOSD
2131
WFA of San Diego
California
$39K +$39.1K +665 New
AF
2132
Alerus Financial
North Dakota
$38.6K +$38.7K +659 New
PP
2133
Pacifica Partners
Canada
$38.4K +$411 +7 +1%
PC
2134
Promus Capital
Illinois
$38.3K +$646 +11 +2%
PPC
2135
Park Place Capital
Alabama
$38.2K -$110K -1,875 -74%
AWM
2136
AllSquare Wealth Management
New York
$37.8K
MSWM
2137
Mowery & Schoenfeld Wealth Management
Illinois
$37.5K
PS
2138
Pinney & Scofield
Massachusetts
$37K
OAJ
2139
Ogorek Anthony Joseph
New York
$36K +$411 +7 +1%
MCA
2140
Maryland Capital Advisors
Maryland
$35.9K +$411 +7 +1%
WW
2141
Winnow Wealth
Texas
$35.2K -$1.08M -18,401 -97%
AAG
2142
Accordant Advisory Group
Maryland
$35.2K -$1.47K -25 -4%
AT
2143
Arlington Trust
Alabama
$35.2K
CWM
2144
Consultiva Wealth Management
Puerto Rico
$35.2K
TCM
2145
TD Capital Management
Tennessee
$33.6K +$235 +4 +0.7%
IHWM
2146
Iron Horse Wealth Management
Iowa
$31.7K -$7.34K -125 -19%
ACM
2147
Anfield Capital Management
California
$31.6K +$24.4K +415 +335%
LWMI
2148
Legacy Wealth Management (Idaho)
Idaho
$31.1K -$12.9K -219 -29%
LIS
2149
Legacy Investment Solutions
Idaho
$31.1K +$31.1K +530 New
FG
2150
Fairman Group
Pennsylvania
$31.1K +$529 +9 +2%

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.