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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
YWS
1376
Yarger Wealth Strategies
Ohio
$464K +$6.93K +127 +2%
CWM
1377
Challenger Wealth Management
California
$463K -$38.2K -700 -8%
HAS
1378
Holland Advisory Services
Florida
$463K
WPP
1379
Whalerock Point Partners
Rhode Island
$462K
MSFS
1380
Main Street Financial Solutions
Pennsylvania
$461K -$90K -1,648 -18%
OIA
1381
Optimum Investment Advisors
Illinois
$461K
BFG
1382
Berger Financial Group
Minnesota
$461K +$1.15K +21 +0.3%
DLA
1383
Douglas Lane & Associates
New York
$460K +$161K +2,940 +62%
SN
1384
Sittner & Nelson
Oregon
$460K +$109K +2,000 +35%
MFGM
1385
Marshall Financial Group (Maryland)
Maryland
$459K -$4.59K -84 -1%
GD
1386
Grandfield & Dodd
New York
$456K
FWTB
1387
First Western Trust Bank
Colorado
$456K -$26.8K -491 -6%
CIA
1388
Cohen Investment Advisors
New Hampshire
$456K -$6.66K -122 -2%
BWM
1389
Baron Wealth Management
Michigan
$455K +$201K +3,690 +95%
QL
1390
Quarry LP
New York
$454K +$194K +3,556 +89%
HFS
1391
Howard Financial Services
Texas
$454K +$53K +970 +15%
PJSIMP
1392
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K -$6.22K -114 -1%
OWA
1393
Opal Wealth Advisors
New York
$453K +$103K +1,888 +33%
SIAG
1394
Safeguard Investment Advisory Group
California
$453K +$4.8K +88 +1%
BA
1395
Bristlecone Advisors
Washington
$452K -$20.1K -368 -5%
TSW
1396
Thompson Siegel & Walmsley
Virginia
$452K +$21.1K +386 +5%
HFO
1397
Heritage Family Offices
Arizona
$452K
SFA
1398
Souders Financial Advisors
Ohio
$451K +$111K +2,033 +37%
CL
1399
CLG LLC
California
$451K +$1.58K +29 +0.4%
CCA
1400
Cravens & Co Advisors
Tennessee
$450K +$546 +10 +0.1%

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.