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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
BHIA
1601
Birch Hill Investment Advisors
Massachusetts
$324K -$437 -8 -0.1%
SFG
1602
Shum Financial Group
California
$324K -$6.44K -118 -2%
RCM
1603
Raleigh Capital Management
North Carolina
$324K -$124K -2,269 -30%
FCA
1604
Fortis Capital Advisors
Kansas
$323K +$294K +5,388 New
BRWM
1605
Blue Rock Wealth Management
North Carolina
$323K +$293K +5,375 New
HW
1606
Hedeker Wealth
Illinois
$322K +$5.68K +104 +2%
ABWM
1607
Alpine Bank Wealth Management
Colorado
$321K +$292K +5,356 New
WAC
1608
William Allan Corp
Colorado
$321K +$21.8K +400 +8%
OCBCO
1609
Oversea-Chinese Banking Corp (OCBC)
Singapore
$320K +$291K +5,334 New
APW
1610
Austin Private Wealth
Texas
$319K +$34.6K +634 +14%
AIM
1611
Advyzon Investment Management
Illinois
$319K +$290K +5,319 New
BWS
1612
Buck Wealth Strategies
Colorado
$319K +$290K +5,318 New
VC
1613
Vestor Capital
Illinois
$319K -$33.9K -620 -10%
FNB
1614
Farmers National Bank
Kentucky
$319K +$290K +5,314 New
1WM
1615
1900 Wealth Management
Texas
$318K -$37.8K -693 -12%
CCAM
1616
Cascades Capital Asset Management
North Carolina
$318K +$23.1K +423 +9%
CCA
1617
Cobblestone Capital Advisors
New York
$316K -$140K -2,571 -33%
RF
1618
Roxbury Financial
New Jersey
$316K +$2.78K +51 +0.9%
GWANC
1619
Guardian Wealth Advisors (North Carolina)
North Carolina
$315K +$12.9K +237 +5%
AIC
1620
Archer Investment Corporation
Indiana
$315K +$1.8K +33 +0.6%
JCM
1621
J2 Capital Management
Michigan
$314K +$286K +5,230 New
FFO
1622
Fortitude Family Office
Arizona
$314K -$63.2K -1,157 -18%
BS
1623
Banco Santander
Spain
$314K +$33.3K +610 +13%
ICM
1624
IMS Capital Management
Oregon
$313K +$285K +5,222 New
DC
1625
Diametric Capital
Massachusetts
$313K +$285K +5,220 New

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.