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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
SI
1426
Severin Investments
Missouri
$427K +$14.9K +272 +4%
OWP
1427
ORG Wealth Partners
Texas
$426K +$84.5K +1,548 +27%
MCM
1428
Mill Capital Management
North Carolina
$425K -$57.9K -1,060 -13%
BCG
1429
Breakwater Capital Group
New Jersey
$425K +$386K +7,078 New
PPH
1430
Pure Portfolios Holdings
Oregon
$424K +$39.4K +722 +11%
CTI
1431
Community Trust & Investment
Kentucky
$423K
ST
1432
Smithfield Trust
Pennsylvania
$423K -$51.9K -950 -12%
SCI
1433
Silver Coast Investments
United States
$423K -$228K -4,174 -37%
EFL
1434
ERn Financial LLC
Wisconsin
$422K -$6.06K -111 -2%
WT
1435
Washington Trust
Rhode Island
$422K -$142K -2,609 -27%
BIAS
1436
Beacon Investment Advisory Services
New Jersey
$422K +$56.6K +1,037 +17%
WA
1437
Wambolt & Associates
Colorado
$422K +$41.5K +760 +12%
PB
1438
Pinnacle Bancorp
Nebraska
$421K
VWM
1439
Venturi Wealth Management
Texas
$421K +$38.1K +697 +11%
RCA
1440
Ranch Capital Advisors
Florida
$421K +$382 +7 +0.1%
SPWG
1441
Sage Private Wealth Group
Illinois
$420K +$6.72K +123 +2%
DSN
1442
D. Scott Neal
Kentucky
$420K
TFG
1443
Taylor Financial Group
Virginia
$416K -$26.5K -486 -7%
WCAMG
1444
Woodard & Company Asset Management Group
North Carolina
$416K
IAP
1445
Indie Asset Partners
Indiana
$415K -$7.75K -142 -2%
SWP
1446
Summit Wealth Partners
Florida
$415K +$1.42K +26 +0.4%
ZIG
1447
Zullo Investment Group
Pennsylvania
$414K +$8.85K +162 +2%
OSNBOA
1448
Old Second National Bank of Aurora
Illinois
$413K -$9.34K -171 -2%
KA
1449
Klingman & Associates
New York
$413K +$376K +6,878 New
WCM
1450
Winebrenner Capital Management
Kentucky
$412K

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.