We are live on ! Find out more
MO icon

Altria Group
MO

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: 20 → 30 (+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: 2,166 → 2,245 (+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

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.01B
2
Morgan Stanley
Morgan Stanley
New York
+$228M
3
Charles Schwab
Charles Schwab
California
+$190M
4
JP Morgan Chase
JP Morgan Chase
New York
+$186M
5
Raymond James Financial
Raymond James Financial
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$454M
2
VanEck Associates
VanEck Associates
New York
-$223M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$182M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$153M
5
Renaissance Technologies
Renaissance Technologies
New York
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
AMI
626
Amica Mutual Insurance
Rhode Island
$2.4M – – –
PCG
627
Prosperity Consulting Group
Maryland
$2.39M +$2.73K +50 +0.1%
SCTC
628
Sanibel Captiva Trust Company
Florida
$2.39M +$189K +3,464 +10%
WG
629
Welch Group
Alabama
$2.38M -$5.19K -95 -0.2%
IA
630
IFP Advisors
Florida
$2.38M +$377K +6,897 +21%
GAG
631
GM Advisory Group
New York
$2.37M +$2.13K +39 +0.1%
SC
632
Stolper & Co
Oklahoma
$2.36M +$6.83K +125 +0.3%
ORG
633
Optimist Retirement Group
Washington
$2.34M -$76.2K -1,396 -3%
DEM
634
Disciplined Equity Management
Florida
$2.34M -$215K -3,940 -9%
USAA
635
United Services Automobile Association
Texas
$2.33M -$69.8M -1,278,320 -97%
PIA
636
Pinion Investment Advisors
Kansas
$2.32M +$1.13M +20,781 +116%
BG
637
Bahl & Gaynor
Ohio
$2.31M +$218 +4 +0%
GS
638
GTS Securities
New York
$2.31M +$1.17M +21,501 +126%
EFS
639
Essex Financial Services
Connecticut
$2.3M +$147K +2,690 +8%
WB
640
WesBanco Bank
West Virginia
$2.3M -$17K -312 -0.8%
PMG
641
ProVise Management Group
Florida
$2.27M +$8.74K +160 +0.4%
AWM
642
Axxcess Wealth Management
California
$2.27M -$233K -4,266 -10%
SF
643
Summit Financial
New Jersey
$2.27M +$19.8K +363 +1%
TG
644
TCW Group
California
$2.27M +$73.7K +1,349 +4%
IFG
645
Independent Financial Group
California
$2.27M +$47.7K +873 +2%
SC
646
SouthState Corp
Florida
$2.24M -$157K -2,871 -7%
BMCM
647
Bryn Mawr Capital Management
Pennsylvania
$2.23M -$233K -4,272 -10%
XF
648
XML Financial
Maryland
$2.23M -$16.2K -296 -0.8%
NLP
649
Next Level Private
New York
$2.22M +$15K +275 +0.7%
OAM
650
Ostrum Asset Management
France
$2.22M -$541K -9,903 -21%
24 25
26
27 28

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.