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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
Grantham, Mayo, Van Otterloo & Co (GMO)
201
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.1M +$12.6M +214,998 +279%
NA
202
NewEdge Advisors
Louisiana
$17.1M +$65.7K +1,118 +0.4%
FCBT
203
First Citizens Bank & Trust
North Carolina
$17M +$4.15M +70,679 +32%
ProShare Advisors
204
ProShare Advisors
Maryland
$17M +$1.8M +30,718 +12%
Jones Financial Companies
205
Jones Financial Companies
Missouri
$17M +$2.45M +41,691 +17%
Wealthfront Advisers
206
Wealthfront Advisers
California
$17M +$2.88M +49,080 +20%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$16.9M +$3.59M +61,147 +27%
AAM
208
Advisors Asset Management
Colorado
$16.7M -$836K -14,241 -5%
RCYC
209
Richard C. Young & Co
Rhode Island
$16.7M +$283K +4,822 +2%
URS
210
Utah Retirement Systems
Utah
$16.4M -$103K -1,760 -0.6%
CAM
211
Cresset Asset Management
Illinois
$16.3M -$849K -14,464 -5%
ACA
212
Aptus Capital Advisors
Alabama
$16.3M +$1.36M +23,087 +9%
Schroder Investment Management Group
213
Schroder Investment Management Group
United Kingdom
$16.2M -$1.94M -32,999 -11%
AIM
214
Artemis Investment Management
United Kingdom
$16.1M
SS
215
SBI Securities
Japan
$15.8M -$139K -2,364 -0.9%
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$15.6M -$3.45M -58,767 -18%
LMIM
217
Lockheed Martin Investment Management
Maryland
$15.4M +$9.6M +163,500 +164%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$15.3M -$437K -7,434 -3%
CM
219
Churchill Management
California
$15.1M +$63.1K +1,074 +0.4%
CGH
220
Crossmark Global Holdings
Texas
$15.1M +$1.24M +21,125 +9%
PFSRSONJ
221
Police & Firemen's Retirement System of New Jersey
New Jersey
$15M +$542K +9,231 +4%
VPIM
222
Vanguard Personalized Indexing Management
California
$15M +$2.44M +41,472 +19%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$15M +$946K +16,113 +7%
IGAM
224
iA Global Asset Management
Quebec, Canada
$14.4M +$9.17M +156,204 +175%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$14.4M -$102K -1,743 -0.7%

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.