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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
TC
301
TwinBeech Capital
New York
$8.49M +$8.51M +144,886 New
AWA
302
Arkadios Wealth Advisors
Georgia
$8.46M +$2.77M +47,093 +48%
YCM
303
Yousif Capital Management
Michigan
$8.46M -$204K -3,477 -2%
Rafferty Asset Management
304
Rafferty Asset Management
New York
$8.37M +$1.52M +25,865 +22%
Janus Henderson Group
305
Janus Henderson Group
United Kingdom
$8.36M +$442K +7,527 +6%
KBC Group
306
KBC Group
Belgium
$8.3M +$568K +9,672 +7%
ECM
307
ExodusPoint Capital Management
New York
$8.13M -$1.49M -25,316 -15%
CL
308
Choreo LLC
Illinois
$8.11M +$80K +1,363 +1%
DA
309
Denali Advisors
California
$8.09M +$865K +14,723 +12%
PSP
310
Principal Street Partners
Tennessee
$8.07M +$673K +11,460 +9%
PFM
311
Premier Fund Managers
United Kingdom
$7.99M -$346K -5,900 -4%
WW
312
Windle Wealth
Oklahoma
$7.97M -$120K -2,035 -1%
DILIC
313
Dai-ichi Life Insurance Company
Japan
$7.95M +$172K +2,926 +2%
MCM
314
MAI Capital Management
Ohio
$7.94M -$62.3K -1,061 -0.8%
1IA
315
1834 Investment Advisors
Wisconsin
$7.9M -$261K -4,436 -3%
AWAG
316
ARS Wealth Advisors Group
Florida
$7.89M -$103K -1,757 -1%
NIM
317
NEOS Investment Management
Connecticut
$7.86M +$43.2K +735 +0.6%
KeyBank National Association
318
KeyBank National Association
Ohio
$7.84M +$302K +5,149 +4%
IPW
319
Inlet Private Wealth
Florida
$7.77M -$5.87K -100 -0.1%
BFS
320
Bard Financial Services
Connecticut
$7.73M -$156K -2,650 -2%
MFG
321
Merit Financial Group
Georgia
$7.62M +$1.58M +26,920 +26%
JG
322
Jain Global
New York
$7.6M +$330K +5,615 +5%
Newport Trust Company
323
Newport Trust Company
District of Columbia
$7.54M -$138K -2,355 -2%
Public Sector Pension Investment Board (PSP Investments)
324
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.46M -$6.04M -102,924 -45%
CIA
325
Concurrent Investment Advisors
Florida
$7.45M +$757K +12,894 +11%

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.