We are live on ! Find out more
MO icon

Altria Group
MO

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: 20 → 30 (+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: 2,166 → 2,245 (+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

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.01B
2
Morgan Stanley
Morgan Stanley
New York
+$228M
3
Charles Schwab
Charles Schwab
California
+$190M
4
JP Morgan Chase
JP Morgan Chase
New York
+$186M
5
Raymond James Financial
Raymond James Financial
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$454M
2
VanEck Associates
VanEck Associates
New York
-$223M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$182M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$153M
5
Renaissance Technologies
Renaissance Technologies
New York
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1801
Purkiss Capital Advisors
Connecticut
$249K +$226K +4,146 New
APW
1802
Axim Planning & Wealth
Ohio
$248K -$3.49K -64 -2%
EIP
1803
Ellis Investment Partners
Pennsylvania
$248K -$57.1K -1,046 -20%
DWMS
1804
Dominguez Wealth Management Solutions
Virginia
$248K +$1.15K +21 +0.5%
RC
1805
Roundview Capital
New Jersey
$248K – – –
FFO
1806
Fiduciary Family Office
Florida
$246K +$224K +4,105 New
SM
1807
Sweeney & Michel
California
$246K +$242K +4,431 New
KA
1808
Kercheville Advisors
Texas
$246K +$224K +4,100 New
FFA
1809
Florida Financial Advisors
Florida
$245K +$8.95K +164 +4%
FFWM
1810
Future Financial Wealth Management
Ohio
$244K – – –
DJSG
1811
D.J. St. Germain
Massachusetts
$243K -$36.7K -673 -14%
SSWM
1812
Strait & Sound Wealth Management
California
$242K -$207K -3,791 -48%
CCM
1813
Crew Capital Management
Ohio
$242K – – –
SRA
1814
Secured Retirement Advisors
Minnesota
$242K +$220K +4,037 New
CWM
1815
Calamos Wealth Management
Illinois
$242K +$220K +4,026 New
ACM
1816
Aster Capital Management
United Arab Emirates
$241K -$554K -10,143 -70%
CWI
1817
Conscious Wealth Investments
Florida
$240K +$221K +4,042 New
GPA
1818
Garrison Point Advisors
California
$240K +$218K +4,000 New
ISL
1819
Ingalls & Snyder LLC
New York
$240K -$24.5K -448 -10%
ANTB
1820
AMG National Trust Bank
Colorado
$240K +$218K +3,998 New
EWA
1821
ERTS Wealth Advisors
Michigan
$238K +$217K +3,972 New
AWM
1822
Aries Wealth Management
Maine
$238K – – –
SAM
1823
Smith Asset Management
Florida
$238K -$1.36K -25 -0.6%
PG
1824
Patten Group
Tennessee
$237K -$36.2K -663 -14%
IA
1825
IAM Advisory
Pennsylvania
$237K +$437 +8 +0.2%
71 72
73
74 75

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.