We are live on ! Find out more
MO icon

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
FSA
326
Financial Sense Advisors
California
$7.39M +$1.72M +31,558 +34%
KGC
327
Kennon-Green & Company
Ohio
$7.38M -$29.2K -535 -0.4%
CI
328
CX Institutional
Indiana
$7.32M -$194K -3,560 -3%
SHA
329
Seneca House Advisors
Virginia
$7.2M -$2.84K -52 -0%
CRI
330
Commonwealth Retirement Investments
Virginia
$7.19M +$108K +1,973 +2%
BBHC
331
Brown Brothers Harriman & Co
New York
$7.1M -$460K -8,418 -7%
SCA
332
Sage Capital Advisors
South Dakota
$7.08M +$98.2K +1,798 +2%
WLPWM
333
Walled Lake Planning & Wealth Management
Illinois
$7.04M +$17.6K +323 +0.3%
Rafferty Asset Management
334
Rafferty Asset Management
New York
$7.01M -$1.65M -30,242 -21%
OWA
335
Octavia Wealth Advisors
Ohio
$7.01M +$560K +10,253 +10%
KRS
336
Kentucky Retirement Systems
Kentucky
$6.95M -$77.9K -1,427 -1%
LAM
337
Lingohr Asset Management
Germany
$6.93M +$5.66M +103,680 +876%
CM
338
Capital Management
Virginia
$6.93M -$397K -7,265 -6%
N
339
Natixis
France
$6.91M -$20.6M -377,367 -77%
BCM
340
Brookstone Capital Management
Illinois
$6.87M -$189K -3,463 -3%
CIA
341
Concurrent Investment Advisors
Florida
$6.85M +$1.49M +27,270 +31%
AG
342
Algert Global
California
$6.77M +$898K +16,443 +17%
CTC
343
Central Trust Company
Missouri
$6.71M -$60.3K -1,105 -1%
AF
344
Allworth Financial
California
$6.68M +$862K +15,790 +16%
VVP
345
Venture Visionary Partners
Ohio
$6.67M +$216K +3,950 +4%
SA
346
Shilanski & Associates
Alaska
$6.63M +$124K +2,274 +2%
APP
347
Avantax Planning Partners
Iowa
$6.62M -$249K -4,560 -4%
KFP
348
Keystone Financial Planning
Ohio
$6.58M
GWM
349
Geneos Wealth Management
Colorado
$6.5M +$2.81M +51,397 +149%
MYAM
350
Meiji Yasuda Asset Management
Japan
$6.48M +$31K +567 +0.5%

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.