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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
OWP
1451
Obermeyer Wealth Partners
Colorado
$411K -$62K -1,136 -14%
A
1452
AlphaQuest
New York
$410K -$754K -13,805 -67%
EWM
1453
EPG Wealth Management
Georgia
$409K +$1.2K +22 +0.3%
SFFS
1454
Stonehage Fleming Financial Services
Jersey
$409K
PA
1455
PFG Advisors
Arizona
$409K +$15.2K +279 +4%
FPCP
1456
Fort Point Capital Partners
California
$409K +$25K +457 +7%
BFG
1457
Bouchey Financial Group
New York
$408K +$18.1K +332 +5%
PIA
1458
Perennial Investment Advisors
California
$407K -$3.06K -56 -0.8%
CPL
1459
CAP Partners LLC
Tennessee
$406K +$5.68K +104 +2%
CWS
1460
Cypress Wealth Services
California
$406K -$1.64K -30 -0.4%
ET
1461
Equitable Trust
Tennessee
$406K -$6.12K -112 -2%
BSSFA
1462
Baron Silver Stevens Financial Advisors
Florida
$406K +$9.55K +175 +3%
FFBTD
1463
First Financial Bank - Trust Division
Ohio
$406K -$18.9K -347 -5%
TPCW
1464
TD Private Client Wealth
New York
$405K +$26.5K +485 +8%
SLC
1465
Second Line Capital
Louisiana
$405K +$75.8K +1,389 +26%
BW
1466
Blalock Williams
Alabama
$404K -$11.1K -204 -3%
TIA
1467
Tandem Investment Advisors
South Carolina
$403K +$40.8K +747 +13%
AAM
1468
Augustine Asset Management
Florida
$402K +$37.7K +690 +12%
SIAP
1469
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$402K +$3.28K +60 +0.9%
JAG
1470
Journey Advisory Group
Kentucky
$401K +$76.4K +1,400 +26%
MWM
1471
MBE Wealth Management
Wisconsin
$400K +$53.7K +984 +17%
NMIMC
1472
Northwestern Mutual Investment Management Company
Wisconsin
$399K +$601 +11 +0.2%
FDDB
1473
Fidelity D&D Bancorp
Pennsylvania
$399K -$4.91K -90 -1%
HIC
1474
Harvey Investment Company
Kentucky
$398K -$65.5K -1,200 -15%
CAL
1475
Capital Analysts LLC
Pennsylvania
$398K -$3.82K -70 -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.