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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
DWM
2151
Dogwood Wealth Management
Kansas
$30.3K +$7.05K +120 +31%
OW
2152
Olistico Wealth
Oklahoma
$30.3K -$7.22K -123 -19%
RPA
2153
Redwood Park Advisors
California
$29.3K
CTB
2154
Country Trust Bank
Illinois
$29.3K +$23.5K +400 +400%
CAWM
2155
Capital A Wealth Management
Pennsylvania
$28.8K -$154K -2,625 -79%
RWS
2156
Retirement Wealth Solutions
Wisconsin
$28K +$294 +5 +1%
IWM
2157
Inlight Wealth Management
Georgia
$27.1K -$2.88K -49 -10%
GK
2158
Graney & King
New York
$26.9K +$294 +5 +1%
DWM
2159
Darwin Wealth Management
Florida
$26.7K -$20.9K -356 -44%
SO
2160
Sierra Ocean
California
$26.5K -$3.35K -57 -11%
CCM
2161
Carderock Capital Management
Maryland
$26.4K +$26.4K +450 New
FFL
2162
Financial Freedom LLC
Ohio
$26.3K +$294 +5 +1%
WBWA
2163
William B. Walkup & Associates
South Carolina
$26.2K
GXJ
2164
Global X Japan
Japan
$25.4K +$25.5K +434 New
BCWM
2165
Ball & Co Wealth Management
Tennessee
$25K +$470 +8 +2%
TCM
2166
TruNorth Capital Management
Michigan
$24.6K -$12.7K -217 -34%
VWM
2167
Valley Wealth Managers
New Jersey
$23.9K -$19.1K -326 -44%
TTIC
2168
Tower Trust & Investment Company
Iowa
$23.5K
NOI
2169
Newton One Investments
Delaware
$23.4K +$411 +7 +2%
MWM
2170
MorganRosel Wealth Management
Colorado
$23.3K
CT
2171
Clearstead Trust
Maine
$22.3K +$17.8K +303 +388%
TWD
2172
True Wealth Design
Ohio
$22K -$1.88K -32 -8%
T
2173
Transce3nd
Texas
$21.9K +$1.88K +32 +9%
DFA
2174
DHJJ Financial Advisors
Illinois
$21.7K +$235 +4 +1%
TIM
2175
Total Investment Management
Arizona
$21.4K +$21.4K +365 New

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.