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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
WC
401
Waterloo Capital
Texas
$5.32M +$597K +10,926 +14%
PAM
402
Panagora Asset Management
Massachusetts
$5.31M -$8.79M -161,050 -65%
CIP
403
Convergence Investment Partners
Florida
$5.29M -$391K -7,161 -8%
LCM
404
LVM Capital Management
Michigan
$5.23M -$121K -2,220 -2%
HCM
405
Howard Capital Management
Georgia
$5.22M -$51K -934 -1%
SAM
406
Strategy Asset Managers
California
$5.22M +$1.75M +32,077 +58%
BFG
407
Beacon Financial Group
Texas
$5.2M -$351K -6,424 -7%
HWAM
408
Hennion & Walsh Asset Management
New Jersey
$5.2M -$90.4K -1,656 -2%
PCC
409
Park Circle Company
Maryland
$5.16M
VAS
410
Vestmark Advisory Solutions
Massachusetts
$5.1M +$2.33M +42,595 +100%
KWM
411
Kingsview Wealth Management
Oregon
$5.09M -$4M -73,275 -46%
GLA
412
Good Life Advisors
Pennsylvania
$5.09M +$79.4K +1,455 +2%
TWP
413
Tyche Wealth Partners
Texas
$5.08M -$205K -3,759 -4%
TC
414
TownSquare Capital
Utah
$5.06M -$84.1K -1,541 -2%
CWP
415
CFM Wealth Partners
Texas
$5M +$49.1K +900 +1%
PFS
416
Prospera Financial Services
Texas
$4.98M +$90.8K +1,663 +2%
MIA
417
MainStreet Investment Advisors
Illinois
$4.96M -$111K -2,039 -2%
HW
418
Hancock Whitney
Mississippi
$4.96M +$956K +17,502 +27%
CA
419
CoreCap Advisors
Michigan
$4.95M +$630K +11,545 +16%
HCM
420
Hollencrest Capital Management
California
$4.93M +$97.2K +1,781 +2%
CWG
421
Cornerstone Wealth Group
North Carolina
$4.87M -$488K -8,940 -10%
IAG
422
Investmark Advisory Group
Connecticut
$4.87M +$59.3K +1,086 +1%
CMP
423
Coston McIsaac & Partners
Maine
$4.86M -$313K -5,730 -7%
TSWM
424
Tyler-Stone Wealth Management
Ohio
$4.83M +$80K +1,465 +2%
HFS
425
Hantz Financial Services
Michigan
$4.83M -$45.4K -832 -1%

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.