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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
MWA
1201
Moser Wealth Advisors
Washington
$604K +$4.64K +85 +0.9%
PFA
1202
Peak Financial Advisors
Colorado
$604K +$6.22K +114 +1%
JAFL
1203
Jay A. Fishman Ltd
Michigan
$604K -$27.3K -500 -5%
WE
1204
Wealth Effects
Massachusetts
$602K -$145K -2,650 -21%
SAM
1205
Secure Asset Management
Michigan
$601K -$54.4K -996 -9%
AWM
1206
Avaii Wealth Management
Wisconsin
$599K +$232K +4,248 +74%
PP
1207
PDS Planning
Ohio
$598K +$56.8K +1,041 +12%
CG
1208
CFO4Life Group
Texas
$597K -$4.75K -87 -0.9%
PWW
1209
Pettyjohn Wood & White
Virginia
$597K -$705K -12,905 -56%
CFO
1210
CVA Family Office
Colorado
$596K -$9.34K -171 -2%
GC
1211
Grimes & Company
Massachusetts
$595K -$52K -952 -9%
WIC
1212
Woodmont Investment Counsel
Tennessee
$590K +$182K +3,330 +51%
LIA
1213
LS Investment Advisors
Michigan
$589K -$460K -8,432 -46%
AWM
1214
Avior Wealth Management
Nebraska
$588K -$249K -4,569 -32%
RIA
1215
Realta Investment Advisors
Delaware
$588K +$43.3K +793 +9%
MCC
1216
Money Concepts Capital
Florida
$588K +$535K +9,795 New
PCM
1217
Perritt Capital Management
Illinois
$588K -$55.9K -1,024 -9%
CPA
1218
Court Place Advisors
Maryland
$587K +$23.5K +430 +5%
AWA
1219
Acorn Wealth Advisors
Michigan
$586K +$5.02K +92 +1%
LI
1220
Lafayette Investments
Maryland
$584K
RMDI
1221
R.M. Davis Inc
Maine
$582K +$99.2K +1,817 +23%
PAS
1222
PKS Advisory Services
New York
$582K +$23.3K +426 +5%
TWM
1223
TCFG Wealth Management
California
$581K +$55.3K +1,013 +12%
QWM
1224
Quadcap Wealth Management
Texas
$581K -$1.04K -19 -0.2%
RIP
1225
Reliant Investment Partners
North Carolina
$580K -$1.2K -22 -0.2%

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.