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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
BAM
1776
Byrne Asset Management
New Jersey
$260K
LWANC
1777
Laurel Wealth Advisors (North Carolina)
North Carolina
$260K -$14.1K -258 -6%
NIM
1778
Northeast Investment Management
Massachusetts
$260K
LGWM
1779
Litman Gregory Wealth Management
California
$259K
WCG
1780
Weaver Consulting Group
California
$258K -$15.9K -292 -6%
VIPI
1781
Vista Investment Partners II
Indiana
$258K +$9.5K +174 +4%
MMG
1782
Monetary Management Group
Missouri
$258K -$16.4K -300 -7%
KW
1783
Keyvantage Wealth
Pennsylvania
$258K -$47.7K -874 -17%
HFS
1784
Hoge Financial Services
Pennsylvania
$257K +$5.35K +98 +2%
GCM
1785
Gallacher Capital Management
Colorado
$257K +$234K +4,278 New
BWP
1786
Balboa Wealth Partners
Arizona
$256K -$17.7K -324 -7%
NDSI
1787
Newman Dignan & Sheerar Inc
Rhode Island
$255K
SHFA
1788
SC&H Financial Advisors
Maryland
$255K
SIS
1789
Strategic Investment Solutions
Illinois
$255K +$6.33K +116 +3%
ICM
1790
Intrepid Capital Management
Florida
$255K +$13.6K +250 +6%
NWM
1791
Napa Wealth Management
California
$255K -$2.02M -37,071 -90%
BCP
1792
Blue Chip Partners
Michigan
$255K +$1.04K +19 +0.4%
FWM
1793
Forza Wealth Management
Florida
$254K
HWM
1794
Horizon Wealth Management
Illinois
$253K +$3.49K +64 +2%
KAM
1795
KEB Asset Management
Illinois
$253K +$20.8K +381 +10%
UPS
1796
UHLMANN PRICE SECURITIES
Illinois
$253K +$1.53K +28 +0.7%
NW
1797
Naviter Wealth
Arkansas
$252K +$1.75K +32 +0.8%
BCM
1798
Becker Capital Management
Oregon
$251K
WAL
1799
W Advisors LLC
Tennessee
$250K +$9.17K +168 +4%
SWM
1800
Stockman Wealth Management
Montana
$250K +$4.2K +77 +2%

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.