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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
SHIM
2201
Stone House Investment Management
Pennsylvania
$12.5K +$12.5K +213 New
HWP
2202
Highline Wealth Partners
California
$12.1K +$2.35K +40 +24%
RA
2203
Rise Advisors
New York
$12K +$646 +11 +6%
FCG
2204
Financial Connections Group
California
$12K +$12.4K +211 New
VFM
2205
Vision Financial Markets
Connecticut
$11.7K -$346K -5,900 -97%
SAS
2206
Spurstone Advisory Services
Connecticut
$11.7K
KHC
2207
Koesten Hirschmann & Crabtree
Kansas
$11.3K +$1.94K +33 +21%
CAIM
2208
Catherine Avery Investment Management
Florida
$11.1K
PP
2209
PrairieView Partners
Minnesota
$11K
BTD
2210
BankPlus Trust Department
Mississippi
$10.7K
SC
2211
Swan Capital
Florida
$10.3K +$5.87K +100 +133%
PMIM
2212
Prudent Man Investment Management
Colorado
$9.41K
WPA
2213
Wealth Preservation Advisors
Tennessee
$9.38K
BA
2214
Bellwether Advisors
Nebraska
$9.32K -$33.1K -563 -78%
ECM
2215
Estabrook Capital Management
New York
$9.26K +$9.28K +158 New
CAC
2216
Core Alternative Capital
Georgia
$9.21K +$5.87K +100 +175%
FRA
2217
Front Row Advisors
California
$8.83K -$214K -3,644 -96%
BDPWM
2218
Barnes Dennig Private Wealth Management
Ohio
$8.21K
AP
2219
Aspect Partners
Virginia
$8.15K
PCM
2220
Penserra Capital Management
California
$8K -$866K -14,746 -99%
KG
2221
Kilter Group
New York
$7.97K +$7.99K +136 New
1L
2222
10Elms LLP
Oklahoma
$6.86K
SWIG
2223
Strategic Wealth Investment Group
Kentucky
$6.74K +$6.75K +115 New
BFS
2224
Bare Financial Services
Pennsylvania
$6.33K +$5.81K +99 +1,100%
HC
2225
Hara Capital
Washington
$5.86K

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.