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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
Axa
376
Axa
France
$5.75M +$5.76M +98,114 New
RC
377
RBO & Co
California
$5.73M -$101K -1,725 -2%
IWC
378
Integrated Wealth Concepts
Massachusetts
$5.72M +$242K +4,116 +4%
Fisher Asset Management
379
Fisher Asset Management
Washington
$5.71M +$1.37M +23,331 +32%
SC
380
Scotia Capital
Ontario, Canada
$5.7M +$1.17M +19,893 +26%
NB
381
Norinchukin Bank
Japan
$5.68M +$338K +5,758 +6%
FFA
382
Farther Finance Advisors
California
$5.62M +$2.79M +47,500 +98%
STA
383
Summit Trail Advisors
New York
$5.58M +$360K +6,129 +7%
CWM
384
Cedar Wealth Management
California
$5.57M -$266K -4,522 -5%
FAN
385
Financial Advisors Network
California
$5.56M +$332K +5,655 +6%
WT
386
Whittier Trust
California
$5.55M +$529 +9 +0%
RG
387
Rathbones Group
United Kingdom
$5.51M -$220K -3,751 -4%
PFS
388
Prospera Financial Services
Texas
$5.5M +$635K +10,812 +13%
FSA
389
Financial Sense Advisors
California
$5.45M -$1.78M -30,282 -25%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$5.41M -$83.6K -1,424 -2%
VT
391
Vise Technologies
New York
$5.39M +$5.4M +91,907 New
BA
392
Baugh & Associates
Georgia
$5.34M -$257K -4,375 -4%
HCM
393
Howard Capital Management
Georgia
$5.34M +$148K +2,517 +3%
MHC
394
Meyer Handelman Company
New York
$5.29M +$40.7K +693 +0.8%
EI
395
EDMP Inc
Florida
$5.29M -$106K -1,798 -2%
FDCDDQ
396
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.27M +$411 +7 +0%
Connor, Clark & Lunn Investment Management (CC&L)
397
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.26M +$3.83M +65,226 +267%
GIM
398
Grassi Investment Management
California
$5.24M -$206K -3,500 -4%
AWS
399
Atria Wealth Solutions
New York
$5.21M -$4.34M -73,979 -46%
LSERS
400
Louisiana State Employees Retirement System
Louisiana
$5.21M -$129K -2,200 -2%

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.