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Altria Group

2,245 hedge funds and large institutions have $63.3B invested in Altria Group in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 935 increasing their positions, 770 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 99

50% more funds holding in top 10

Funds holding in top 10: 2030 (+10)

36% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $775M

21% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 770

14% more capital invested

Capital invested by funds: $55.4B → $63.3B (+$7.94B)

4% more funds holding

Funds holding: 2,1662,245 (+79)

1.95% more ownership

Funds ownership: 60.41%62.36% (+2%)

Holders
2,245
Holders Change
+79
Holders Change %
+3.65%
% of All Funds
30.1%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
214
Increased
935
Reduced
770
Closed
99
Calls
$1.05B
Puts
$775M
Net Calls
+$279M
Net Calls Change
+$611M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
276
Summit Securities Group
New York
$9.66M +$355K +6,500 +4%
USCWA
277
U.S. Capital Wealth Advisors
Texas
$9.54M +$395K +7,228 +5%
JWCA
278
J.W. Cole Advisors
Florida
$9.54M +$6.62M +121,292 +322%
HAI
279
Hennessy Advisors Inc
California
$9.48M -$1.21M -22,200 -12%
BCI
280
Brinker Capital Investments
Pennsylvania
$9.38M +$622K +11,401 +8%
OPS
281
Orion Portfolio Solutions
Nebraska
$9.38M +$622K +11,401 +8%
ONB
282
Old National Bancorp
Indiana
$9.35M -$156K -2,851 -2%
CWM
283
Congress Wealth Management
Massachusetts
$9.06M +$6.91M +126,583 +495%
AAM
284
Auxier Asset Management
Oregon
$9.05M -$7.32K -134 -0.1%
RIM
285
Rakuten Investment Management
Japan
$9.04M +$8.48M +155,392 New
SI
286
Stephens Inc
Arkansas
$8.89M -$139K -2,540 -2%
YCM
287
Yousif Capital Management
Michigan
$8.87M -$113K -2,063 -1%
GVAG
288
Great Valley Advisor Group
Delaware
$8.84M +$6.06K +111 +0.1%
HNB
289
Huntington National Bank
Ohio
$8.83M +$24.1K +441 +0.3%
TWC
290
TD Waterhouse Canada
Ontario, Canada
$8.83M -$1.63M -29,921 -15%
OPERF
291
Oregon Public Employees Retirement Fund
Oregon
$8.74M +$15.8K +290 +0.2%
RIA
292
Regal Investment Advisors
Michigan
$8.67M -$1.76M -32,191 -18%
WP
293
Woodline Partners
California
$8.59M +$2.26M +41,406 +41%
HT
294
Heritage Trust
Oklahoma
$8.52M +$1.05M +19,188 +16%
SCA
295
Snowden Capital Advisors
New York
$8.39M -$88.8K -1,627 -1%
VA
296
Vident Advisory
Georgia
$8.36M -$2.53M -46,268 -25%
1IA
297
1834 Investment Advisors
Wisconsin
$8.36M -$959K -17,565 -11%
TI
298
Tidal Investments
Wisconsin
$8.32M -$3.2M -58,677 -30%
WW
299
Windle Wealth
Oklahoma
$8.28M -$450K -8,246 -6%
PFM
300
Premier Fund Managers
United Kingdom
$8.23M +$2.57M +47,000 +49%

MO Hedge Fund Activity: Q1 2025 in Review

2,245 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2025, worth a combined $63.3B — up 14% from $55.4B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new MO positions and 99 closed out — a net gain of 115 holders — while 935 added to existing stakes and 770 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.01B. The largest seller was BlackRock, cutting an estimated $454M.

  • 2,245 institutional investors held Altria Group (MO) as of Q1 2025, up from 2,166 in Q4 2024.
  • Funds reported $63.3B of Altria Group stock for Q1 2025, up 14% quarter-over-quarter.
  • 214 funds opened new Altria Group positions in Q1 2025 and 99 closed out, a net change of +115 holders.
  • The largest Altria Group buyer in Q1 2025 was GQG Partners, an estimated $1.01B added.
  • The largest Altria Group seller in Q1 2025 was BlackRock, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2025.