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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
SPI
426
Strategic Planning Inc
Ohio
$4.82M +$4.38M +80,279 New
WTC
427
WhitTier Trust Company
Nevada
$4.77M +$38.5K +705 +0.9%
MSRPS
428
Maryland State Retirement & Pension System
Maryland
$4.76M -$631K -11,561 -13%
NMERB
429
New Mexico Educational Retirement Board
New Mexico
$4.75M -$120K -2,200 -3%
JIC
430
Johnson Investment Counsel
Ohio
$4.74M -$151K -2,772 -3%
PAS
431
Park Avenue Securities
New York
$4.73M +$343K +6,285 +9%
SAM
432
Synergy Asset Management
Washington
$4.72M +$3.65M +66,848 +565%
AWM
433
Apollon Wealth Management
South Carolina
$4.72M -$1.01M -18,489 -19%
IAN
434
Integrated Advisors Network
Texas
$4.7M +$2.58M +47,277 +152%
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$4.7M +$315K +5,764 +8%
ACS
436
Archford Capital Strategies
Illinois
$4.7M +$4.28M +78,301 New
Jacobs Levy Equity Management
437
Jacobs Levy Equity Management
New Jersey
$4.68M +$3.85M +70,573 +944%
SC
438
Scotia Capital
Ontario, Canada
$4.64M -$640K -11,718 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
439
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.62M +$1.09M +19,915 +35%
HCMT
440
Highland Capital Management (Tennessee)
Tennessee
$4.62M +$23.8K +436 +0.6%
SS
441
Sunbelt Securities
Texas
$4.56M -$480K -8,796 -10%
SBIA
442
Sheaff Brock Investment Advisors
Indiana
$4.52M -$471K -8,625 -10%
NAAA
443
New Age Alpha Advisors
New York
$4.5M -$6.1M -111,730 -60%
MFA
444
Mayflower Financial Advisors
Massachusetts
$4.49M -$31.1K -570 -0.8%
CSIC
445
Clifford Swan Investment Counsel
California
$4.49M -$22.1K -404 -0.5%
SFA
446
Sequoia Financial Advisors
Ohio
$4.47M -$71K -1,300 -2%
EWA
447
EP Wealth Advisors
California
$4.45M -$333K -6,101 -8%
SYBT
448
Stock Yards Bank & Trust
Kentucky
$4.45M -$13.7K -251 -0.3%
Fisher Asset Management
449
Fisher Asset Management
Washington
$4.45M +$119K +2,183 +3%
SWP
450
Sagespring Wealth Partners
Tennessee
$4.43M +$802K +14,687 +25%

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.