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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
CA
2301
Claro Advisors
Massachusetts
-$530K -8,836 Closed
VFA
2302
Voya Financial Advisors
Connecticut
-$510K -8,776 Closed
LRWA
2303
Long Run Wealth Advisors
New York
-$517K -8,621 Closed
WG
2304
Winton Group
United Kingdom
-$472K -7,861 Closed
TCPW
2305
Twin City Private Wealth
North Carolina
-$475K -7,782 Closed
BA
2306
Bristlecone Advisors
Washington
-$452K -7,538 Closed
AIA
2307
Arrow Investment Advisors
Maryland
-$440K -7,326 Closed
NFG
2308
Northeast Financial Group
Pennsylvania
-$366K -6,103 Closed
SB
2309
SIG Brokerage
New York
-$350K -5,831 Closed
WMA
2310
West Michigan Advisors
Michigan
-$352K -5,763 Closed
BAM
2311
BTS Asset Management
Massachusetts
-$341K -5,685 Closed
PP
2312
Prudential plc
United Kingdom
-$328K -5,458 Closed
WCF
2313
West Coast Financial
California
-$327K -5,450 Closed
OCBCO
2314
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$320K -5,334 Closed
ICM
2315
IMS Capital Management
Oregon
-$313K -5,222 Closed
DC
2316
Diametric Capital
Massachusetts
-$313K -5,220 Closed
AF
2317
Arrow Financial
New York
-$300K -4,995 Closed
KI
2318
Kapitalo Investimentos
Brazil
-$288K -4,792 Closed
IIC
2319
Ironwood Investment Counsel
Arizona
-$283K -4,721 Closed
MG
2320
Marex Group
-$283K -4,712 Closed
LHWM
2321
Lake Hills Wealth Management
Texas
-$279K -4,653 Closed
WF
2322
Warner Financial
Maryland
-$278K -4,630 Closed
FAIM
2323
Financial Advocates Investment Management
Washington
-$274K -4,563 Closed
NA
2324
Novus Advisors
South Carolina
-$267K -4,451 Closed
CF
2325
Claris Financial
Virginia
-$233K -4,449 Closed

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.