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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
VIM
551
VELA Investment Management
Ohio
$3.01M +$5.46K +100 +0.2%
API
552
Asset Planning Inc
California
$3.01M -$32.8K -601 -1%
SW
553
SteelPeak Wealth
California
$3M -$6.19M -113,402 -70%
TAP
554
Tounjian Advisory Partners
Florida
$2.98M +$2.71M +49,598 New
SAM
555
Silvercrest Asset Management
New York
$2.97M +$236K +4,325 +10%
KRSITF
556
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.96M -$1.17M -21,494 -30%
PL
557
Parthenon LLC
Kentucky
$2.96M
CWS
558
Confluence Wealth Services
Pennsylvania
$2.96M +$14.7K +269 +0.5%
NW
559
NewEdge Wealth
Pennsylvania
$2.95M +$34.3K +629 +1%
TMAM
560
Tokio Marine Asset Management
Japan
$2.95M +$117K +2,139 +5%
VNA
561
Valley National Advisers
Pennsylvania
$2.95M -$233K -4,260 -8%
CIC
562
Carnegie Investment Counsel
Ohio
$2.94M +$90.9K +1,664 +3%
EAMA
563
EFG Asset Management (Americas)
Florida
$2.93M +$51.6K +946 +2%
PCS
564
Personal CFO Solutions
New Jersey
$2.93M +$33.4K +611 +1%
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$2.93M -$582K -10,662 -18%
CEI
566
Clark Estates Inc
New York
$2.92M -$1.01M -18,447 -28%
LFM
567
LGT Fund Management
Liechtenstein
$2.9M
RFG
568
Range Financial Group
Oregon
$2.88M +$326K +5,970 +14%
IMCOOI
569
Investment Management Corp of Ontario (IMCO)
Canada
$2.87M +$21.8K +400 +0.8%
SIG
570
Stonegate Investment Group
Alabama
$2.87M +$42.7K +782 +2%
MOS
571
MGO One Seven
Ohio
$2.87M +$182K +3,341 +8%
GS
572
GWN Securities
Florida
$2.85M +$1.08M +19,778 +68%
BEI
573
Benjamin Edwards Inc
Missouri
$2.85M -$49.6K -909 -2%
QC
574
Quantessence Capital
New York
$2.84M +$2.12M +38,856 +455%
PDL
575
Portfolio Design Labs
California
$2.84M +$2.59M +47,387 New

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.