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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
TC
1401
Trilogy Capital
California
$449K +$409K +7,488 New
RZH
1402
Relyea Zuckerberg Hanson
Connecticut
$449K +$6.17K +113 +2%
MFG
1403
Magnus Financial Group
New York
$449K +$408K +7,480 New
GA
1404
GFS Advisors
Texas
$448K -$27.3K -500 -6%
AC
1405
Apella Capital
Connecticut
$447K +$193K +3,527 +80%
GPW
1406
Gentry Private Wealth
Kansas
$447K +$407K +7,454 New
AWAP
1407
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$446K +$7.42K +136 +2%
MG
1408
Mather Group
Illinois
$445K +$5.19K +95 +1%
JSW
1409
Journey Strategic Wealth
New Jersey
$444K +$819 +15 +0.2%
CNBT
1410
Canandaigua National Bank & Trust
New York
$443K +$7.37K +135 +2%
HAS
1411
Horizon Advisory Services
New York
$442K +$4.64K +85 +1%
SSW
1412
Smith Shellnut Wilson
Mississippi
$442K +$9.23K +169 +2%
AIA
1413
Arrow Investment Advisors
Maryland
$440K +$400K +7,326 New
FPW
1414
Fairvoy Private Wealth
Alabama
$437K +$5.35K +98 +1%
RFA
1415
Register Financial Advisors
Georgia
$437K +$6.12K +112 +2%
OAM
1416
Occidental Asset Management
California
$437K +$398K +7,286 New
ACA
1417
Affinity Capital Advisors
California
$437K +$72.7K +1,331 +21%
VCM
1418
Virtue Capital Management
Tennessee
$435K +$95.9K +1,756 +32%
PGAM
1419
Princeton Global Asset Management
New Jersey
$435K +$86.8K +1,589 +28%
SSWM
1420
Smith Salley Wealth Management
North Carolina
$434K +$76.4K +1,399 +24%
MCCA
1421
Mill Creek Capital Advisors
Pennsylvania
$433K +$63.9K +1,171 +19%
ICP
1422
Interchange Capital Partners
Pennsylvania
$433K +$83.9K +1,537 +27%
LFA
1423
Legacy Financial Advisors
Kentucky
$431K +$8.52K +156 +2%
CAS
1424
Coppell Advisory Solutions
Texas
$428K +$71.4K +1,307 +22%
FBFS
1425
First Business Financial Services
Wisconsin
$427K

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.