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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
PWA
1101
Provenance Wealth Advisors
Florida
$702K
PA
1102
Procyon Advisors
Connecticut
$702K +$61.9K +1,134 +11%
HA
1103
Herold Advisors
New York
$700K +$8.68K +159 +1%
IP
1104
Intellectus Partners
California
$700K -$57.1K -1,046 -8%
GSB
1105
Greenfield Savings Bank
Massachusetts
$699K -$1.36K -25 -0.2%
GSEP
1106
Golden State Equity Partners
California
$698K +$30K +549 +5%
ST
1107
Spinnaker Trust
Maine
$698K
CFP
1108
Catalyst Financial Partners
Massachusetts
$698K +$7.7K +141 +1%
PFP
1109
Paragon Financial Partners
California
$697K
RDWM
1110
Red Door Wealth Management
Tennessee
$697K +$1.42K +26 +0.2%
LMKC
1111
L.M. Kohn & Company
Ohio
$697K +$1.09K +20 +0.2%
CIA
1112
Cape Investment Advisory
Georgia
$694K +$6.99K +128 +1%
CCWM
1113
Cassaday & Co Wealth Management
Virginia
$693K -$51.4K -941 -8%
CNBOF
1114
City National Bank of Florida
Florida
$693K +$77.6K +1,422 +14%
SQA
1115
Simon Quick Advisors
New Jersey
$692K +$59.9K +1,098 +11%
CRWM
1116
Castle Rock Wealth Management
California
$691K -$69.4K -1,272 -10%
WG
1117
Wealth Group
North Carolina
$690K +$25.9K +475 +4%
NFC
1118
Northstar Financial Companies
Pennsylvania
$689K -$40.5K -741 -6%
VEA
1119
Virtus ETF Advisers
New York
$688K +$626K +11,469 New
TIM
1120
Tevis Investment Management
Texas
$686K
PCA
1121
Pallas Capital Advisors
Massachusetts
$685K -$129K -2,357 -17%
NAMNJ
1122
NorthStar Asset Management (New Jersey)
New Jersey
$685K -$11.1K -203 -2%
TAM
1123
Taurus Asset Management
New York
$683K -$16.4K -300 -3%
AA
1124
Advisory Alpha
Michigan
$683K +$9.61K +176 +2%
TCM
1125
Tufton Capital Management
Maryland
$682K +$90.5K +1,658 +17%

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.