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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
PIWA
1076
Prevail Innovative Wealth Advisors
Kansas
$746K +$454K +8,318 +202%
ACM
1077
AlphaStar Capital Management
North Carolina
$746K -$20.2K -370 -3%
SFI
1078
SPC Financial Inc
Maryland
$745K
KCM
1079
Kendall Capital Management
Maryland
$743K -$115K -2,115 -15%
CFM
1080
Catalyst Funds Management
Australia
$742K -$67.7K -1,240 -9%
AAM
1081
Aureus Asset Management
Massachusetts
$742K
KIG
1082
Kennedy Investment Group
New Jersey
$735K +$1.2K +22 +0.2%
PP
1083
Patron Partners
Texas
$733K +$72.3K +1,325 +12%
TF
1084
Tompkins Financial
New York
$732K
DAM
1085
Delta Asset Management
Tennessee
$731K +$1.36K +25 +0.2%
NAG
1086
Northstar Advisory Group
New Jersey
$731K
UWS
1087
Unique Wealth Strategies
Illinois
$730K +$19.5K +357 +3%
FLPIM
1088
F.L. Putnam Investment Management
Massachusetts
$730K -$10.2K -187 -2%
DTC
1089
Davidson Trust Company
Washington
$729K -$30.6K -560 -4%
HWA
1090
HHM Wealth Advisors
Tennessee
$728K -$21.6K -396 -3%
BIP
1091
Blueprint Investment Partners
North Carolina
$728K -$54.2K -992 -8%
RC
1092
Rahlfs Capital
Texas
$728K
1WA
1093
180 Wealth Advisors
Washington
$725K -$1.15K -21 -0.2%
PP
1094
Patten & Patten
Tennessee
$723K +$9.5K +174 +1%
UBG
1095
United Bank (Georgia)
Georgia
$720K +$411K +7,527 +169%
MFS
1096
Miller Financial Services
Michigan
$718K +$4.7K +86 +0.7%
MWM
1097
Manske Wealth Management
Texas
$716K -$13.6K -249 -2%
SWA
1098
Serenus Wealth Advisors
California
$713K +$8.19K +150 +1%
FNBTCON
1099
First National Bank & Trust Co of Newtown
Pennsylvania
$709K
RF
1100
Rossby Financial
Florida
$705K +$324K +5,931 +96%

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.