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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
CAAS
1151
Capital Asset Advisory Services
Michigan
$659K +$117K +2,148 +23%
IAS
1152
Insigneo Advisory Services
Florida
$658K +$6.93K +127 +1%
AWM
1153
Ariadne Wealth Management
California
$655K +$2.73K +50 +0.5%
SB
1154
Strategic Blueprint
Georgia
$655K +$20.1K +369 +3%
KFGK
1155
Keystone Financial Group (Kentucky)
Kentucky
$653K +$76.6K +1,403 +15%
MWM
1156
Mattern Wealth Management
Kansas
$653K – – –
WSCM
1157
Wellington Shields Capital Management
New York
$652K -$5.41K -99 -0.9%
AFM
1158
Aspetuck Financial Management
Connecticut
$651K -$5.07M -92,918 -90%
ESB
1159
Essex Savings Bank
Connecticut
$651K +$4.37K +80 +0.7%
TFM
1160
TFC Financial Management
Massachusetts
$651K -$109 -2 -0%
SCM
1161
SCS Capital Management
Massachusetts
$649K +$584K +10,700 New
CSI
1162
Cross Staff Investments
New York
$648K -$9.77K -179 -2%
ECM
1163
Eisler Capital Management
United Kingdom
$647K -$774K -14,170 -57%
TAM
1164
Titleist Asset Management
Texas
$646K +$2.51K +46 +0.4%
BST
1165
Bath Savings Trust
Maine
$645K -$292K -5,347 -33%
TA
1166
TFB Advisors
Kansas
$643K +$7.53K +138 +1%
SLT
1167
St Louis Trust
Missouri
$642K – – –
FG
1168
Foster Group
Iowa
$640K +$22.7K +415 +4%
EW
1169
Enzi Wealth
Texas
$638K +$75.2K +1,378 +15%
NFG
1170
Nations Financial Group
Iowa
$636K -$33.3K -610 -5%
BMWM
1171
Brown Miller Wealth Management
Virginia
$636K – – –
CAS
1172
CTC Alternative Strategies
Illinois
$636K +$579K +10,600 New
FOFP
1173
Fee-Only Financial Planning
South Carolina
$633K – – –
OC
1174
Oakworth Capital
Alabama
$632K – – –
MWM
1175
MOKAN Wealth Management
Kansas
$631K +$11.6K +212 +2%
45 46
47
48 49

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.