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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
FHA
801
Flagship Harbor Advisors
Massachusetts
$1.4M -$11K -202 -0.9%
GAM
802
Groupama Asset Management
France
$1.4M -$1.94M -35,597 -60%
MWM
803
Modera Wealth Management
New Jersey
$1.4M +$59.2K +1,084 +5%
DZ Bank
804
DZ Bank
Germany
$1.4M +$824K +15,100 +184%
FHA
805
First Horizon Advisors
Tennessee
$1.39M +$56.9K +1,042 +5%
RIL
806
Rothschild Investment LLC
Illinois
$1.38M -$5.95K -109 -0.5%
IA
807
Integrity Alliance
Iowa
$1.37M +$844K +15,457 +207%
RCAG
808
Rehmann Capital Advisory Group
Michigan
$1.37M -$168K -3,072 -12%
KCFA
809
Key Client Fiduciary Advisors
New Jersey
$1.37M +$58.3K +1,067 +5%
WCA
810
Waratah Capital Advisors
Ontario, Canada
$1.36M +$1.24M +22,737 New
LIM
811
Leavell Investment Management
Alabama
$1.36M -$69.8K -1,278 -5%
SAM
812
Smartleaf Asset Management
Massachusetts
$1.35M -$49.8K -912 -4%
FMC
813
First Merchants Corp
Indiana
$1.34M -$307K -5,616 -20%
FT
814
Fiduciary Trust
Massachusetts
$1.34M -$31.1K -570 -2%
LI
815
LMCG Investments
Massachusetts
$1.34M +$269K +4,933 +28%
OCM
816
One Capital Management
California
$1.33M – – –
LCM
817
Leisure Capital Management
California
$1.33M +$4.64K +85 +0.4%
AWM
818
Aprio Wealth Management
Georgia
$1.33M +$316K +5,782 +35%
EF
819
Exeter Financial
Arizona
$1.32M +$33.4K +611 +3%
BHBT
820
Burke & Herbert Bank & Trust
Virginia
$1.32M -$18.7K -342 -2%
VAS
821
Valicenti Advisory Services
New York
$1.32M -$763K -13,973 -39%
FFWA
822
FRG Family Wealth Advisors
Washington
$1.31M – – –
RGF
823
Retirement Guys Formula
Ohio
$1.31M +$159K +2,915 +15%
SSA
824
Schonfeld Strategic Advisors
New York
$1.31M -$300K -5,500 -20%
KA
825
KLCM Advisors
Wisconsin
$1.31M +$146K +2,680 +14%
31 32
33
34 35

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.