We are live on ! Find out more
MO icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.36B +$94M +1,599,923 +1%
BlackRock
2
BlackRock
New York
$7.2B -$135M -2,307,053 -2%
State Street
3
State Street
Massachusetts
$4.32B +$52.1M +886,583 +1%
Charles Schwab
4
Charles Schwab
California
$3.64B -$66.1M -1,126,205 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.62B +$44.9M +764,221 +2%
Capital World Investors
6
Capital World Investors
California
$2.08B -$1.75B -29,792,802 -46%
GQG Partners
7
GQG Partners
Florida
$1.69B +$596M +10,141,958 +54%
Morgan Stanley
8
Morgan Stanley
New York
$1.35B -$121M -2,058,545 -8%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$1.13B -$7.64M -130,099 -0.7%
Northern Trust
10
Northern Trust
Illinois
$976M +$22.1M +376,184 +2%
Ameriprise
11
Ameriprise
Minnesota
$954M +$370M +6,302,819 +62%
Bank of America
12
Bank of America
North Carolina
$869M +$160M +2,728,945 +23%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$740M -$36.4M -619,097 -5%
Capital Research Global Investors
14
Capital Research Global Investors
California
$708M +$513K +8,729 +0.1%
Invesco
15
Invesco
Georgia
$706M -$11.4M -194,205 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$660M -$41.2M -702,203 -6%
UBS Group
17
UBS Group
Switzerland
$554M -$139M -2,372,652 -20%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$538M +$52.4M +892,477 +11%
Legal & General Group
19
Legal & General Group
United Kingdom
$519M +$22M +374,425 +4%
Goldman Sachs
20
Goldman Sachs
New York
$486M -$90.5M -1,541,140 -16%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$483M -$69.5M -1,183,578 -13%
UBS AM
22
UBS AM
Illinois
$442M +$67.9M +1,156,052 +18%
First Trust Advisors
23
First Trust Advisors
Illinois
$369M -$12.2M -207,256 -3%
Allianz Asset Management
24
Allianz Asset Management
Germany
$363M +$913K +15,544 +0.3%
N
25
Nuveen
North Carolina
$359M +$145M +2,465,745 +68%

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.