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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
TPWA
1701
TRUE Private Wealth Advisors
Oregon
$283K
JC
1702
JB Capital
Connecticut
$283K -$7.32K -134 -3%
RFS
1703
Richardson Financial Services
Massachusetts
$282K
MA
1704
MJP Associates
Connecticut
$281K -$4.86K -89 -2%
XWM
1705
Xcel Wealth Management
Florida
$281K +$5.46K +100 +2%
FAG
1706
Fortitude Advisory Group
Washington
$280K +$19.7K +360 +8%
LAM
1707
Longboard Asset Management
Arizona
$280K
NWM
1708
Northwest Wealth Management
Iowa
$280K -$10.2K -186 -4%
EFSCE
1709
Enterprise Financial Services Corp (EFSC)
Missouri
$280K -$21.5K -394 -8%
LHWM
1710
Lake Hills Wealth Management
Texas
$279K +$254K +4,653 New
BF
1711
Blankinship & Foster
California
$279K
CHAM
1712
Clear Harbor Asset Management
Connecticut
$278K
JLBC
1713
J.L. Bainbridge & Co
Florida
$278K -$61.6K -1,129 -20%
WF
1714
Warner Financial
Maryland
$278K +$253K +4,630 New
DWM
1715
Diversify Wealth Management
Utah
$278K +$24.5K +448 +10%
I
1716
InceptionR
California
$276K -$1.54M -28,174 -86%
HTHT
1717
Hemenway Trust Hemenway Trust
New Hampshire
$276K -$38.2K -700 -13%
CT
1718
Coastline Trust
Rhode Island
$276K
NG
1719
Novem Group
New York
$276K +$26.5K +486 +12%
CCB
1720
Country Club Bank
Missouri
$276K
EFG
1721
Elios Financial Group
Ohio
$275K -$12.8K -235 -5%
CCMG
1722
Clark Capital Management Group
Pennsylvania
$275K +$250K +4,587 New
JWM
1723
Jeppson Wealth Management
California
$275K -$12.3K -225 -5%
NCM
1724
Next Capital Management
New York
$275K
NMCM
1725
Nicholson Meyer Capital Management
Missouri
$274K +$250K +4,572 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.