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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
WDL
1651
Well Done LLC
Michigan
$301K -$14.1K -258 -4%
NAS
1652
NWF Advisory Services
California
$301K -$241K -4,405 -47%
VA
1653
Valmark Advisers
Ohio
$301K -$7.48K -137 -3%
FFWA
1654
Forthright Family Wealth Advisory
Texas
$300K
GCM
1655
Graver Capital Management
Ohio
$300K
AF
1656
Arrow Financial
New York
$300K
GWM
1657
Greenhouse Wealth Management
Connecticut
$300K
BWP
1658
Barlow Wealth Partners
Kentucky
$299K +$41.8K +765 +17%
OHWP
1659
Oak Harbor Wealth Partners
North Carolina
$299K
TIA
1660
Traphagen Investment Advisors
New Jersey
$298K +$14.1K +259 +5%
TFA
1661
Toth Financial Advisory
Virginia
$298K +$55 +1 +0%
WAG
1662
Wheelhouse Advisory Group
Missouri
$298K +$2.18K +40 +0.8%
TCM
1663
TT Capital Management
California
$298K
FBC
1664
Fairfield, Bush & Co
Connecticut
$297K -$13.6K -250 -5%
TF
1665
Trek Financial
Arizona
$297K -$38.3K -701 -12%
BWP
1666
BSW Wealth Partners
Colorado
$297K -$10.5K -192 -4%
BFA
1667
Beaumont Financial Advisors
Massachusetts
$295K -$126K -2,308 -32%
TPW
1668
Talon Private Wealth
Florida
$295K -$114K -2,093 -30%
HBT
1669
Hills Bank & Trust
Iowa
$295K +$11.5K +210 +4%
YAM
1670
Yacktman Asset Management
Texas
$294K
YIM
1671
Yoffe Investment Management
Pennsylvania
$294K
OA
1672
Operose Advisors
Wisconsin
$294K +$261K +4,784 +4,124%
CICI
1673
Capital Investment Counsel Inc
North Carolina
$293K
FFG
1674
Frisch Financial Group
New York
$293K +$20K +366 +8%
GIA
1675
Guyasuta Investment Advisors
Pennsylvania
$292K -$21.8K -400 -8%

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.