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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
WAM
1001
WFA Asset Management
Wisconsin
$865K -$665K -12,186 -38%
KFA
1002
Kapstone Financial Advisors
Ohio
$857K +$54.5K +998 +8%
SIC
1003
Samalin Investment Counsel
New York
$855K -$983 -18 -0.1%
AOWM
1004
Alpha Omega Wealth Management
Virginia
$855K +$45.3K +829 +6%
EP
1005
Edgestream Partners
New Jersey
$855K -$394K -7,222 -34%
WFM
1006
Wolff Financial Management
Michigan
$854K +$109 +2 +0%
IPWA
1007
International Private Wealth Advisors
California
$852K +$89.1K +1,632 +13%
WPC
1008
Wedmont Private Capital
Pennsylvania
$852K -$240K -4,404 -23%
NRS
1009
Neville Rodie & Shaw
New York
$848K +$46.7K +855 +6%
SOW
1010
State of Wyoming
Wyoming
$848K +$248K +4,539 +47%
MA
1011
MCF Advisors
Kentucky
$846K -$24.6K -450 -3%
SIG
1012
Sargent Investment Group
Maryland
$846K +$186K +3,398 +32%
LSIA
1013
LaSalle St. Investment Advisors
Illinois
$843K +$7.32K +134 +1%
FCA
1014
FLC Capital Advisors
California
$843K – – –
EB
1015
Eastern Bank
Massachusetts
$842K +$16.4K +300 +2%
CCT
1016
Chemung Canal Trust
New York
$840K – – –
PWP
1017
Principle Wealth Partners
Connecticut
$840K +$30.2K +553 +4%
CC
1018
Chicago Capital
Illinois
$837K +$55 +1 +0%
GGS
1019
Galvin Gaustad & Stein
Arizona
$836K -$3.28K -60 -0.4%
MCA
1020
Magnolia Capital Advisors
Mississippi
$835K -$2.46K -45 -0.3%
GGI
1021
Godsey & Gibb Inc
Virginia
$835K -$9.99K -183 -1%
RFA
1022
Resurgent Financial Advisors
Georgia
$833K -$6.55K -120 -0.9%
BMA
1023
Brooks Moore & Associates
Tennessee
$832K – – –
DCM
1024
Davis Capital Management
Florida
$831K +$3.88K +71 +0.5%
AWE
1025
Avidian Wealth Enterprises
Texas
$828K -$239K -4,372 -24%
39 40
41
42 43

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.