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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
TFF
2326
The Family Firm
Maryland
-$266K -4,437 Closed
KLI
2327
Kelman-Lazarov Inc
Tennessee
-$266K -4,426 Closed
BW
2328
BIP Wealth
Georgia
-$264K -4,392 Closed
SIG
2329
Spinnaker Investment Group
California
-$264K -4,392 Closed
PTC
2330
Petrus Trust Company
Texas
-$261K -4,345 Closed
BCP
2331
Blue Chip Partners
Michigan
-$255K -4,242 Closed
TSWM
2332
Triangle Securities Wealth Management
North Carolina
-$235K -3,918 Closed
CFG
2333
Clayton Financial Group
Missouri
-$231K -3,846 Closed
BOSSRA
2334
B.O.S.S. Retirement Advisors
Utah
-$229K -3,819 Closed
AIM
2335
Alhambra Investment Management
Florida
-$223K -3,712 Closed
AIA
2336
Accelerate Investment Advisors
California
-$220K -3,665 Closed
WCM
2337
Wallace Capital Management
Texas
-$219K -3,650 Closed
CAM
2338
Carret Asset Management
New York
-$215K -3,586 Closed
LFGO
2339
Legacy Financial Group (Oklahoma)
Oklahoma
-$215K -3,584 Closed
MI
2340
Motiv8 Investments
Florida
-$214K -3,570 Closed
NB
2341
Northwest Bancshares
Pennsylvania
-$214K -3,563 Closed
RCM
2342
Requisite Capital Management
Texas
-$216K -3,537 Closed
GWP
2343
Gateway Wealth Partners
Wisconsin
-$204K -3,398 Closed
LWA
2344
Lineweaver Wealth Advisors
Ohio
-$204K -3,393 Closed
RWP
2345
Revolve Wealth Partners
New Jersey
-$202K -3,367 Closed
PCA
2346
Peddock Capital Advisors
Massachusetts
-$202K -3,360 Closed
MFGP
2347
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$202K -3,358 Closed
MPW
2348
Magnolia Private Wealth
Pennsylvania
-$201K -3,346 Closed
AAS
2349
AdviceOne Advisory Services
Connecticut
-$200K -3,334 Closed
EF
2350
Elite Financial
Idaho
-$192K -3,208 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.