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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
BOSSRA
1851
B.O.S.S. Retirement Advisors
Utah
$229K -$53.4K -978 -20%
AP
1852
Adero Partners
California
$229K +$209K +3,819 New
W
1853
Wealthquest
Ohio
$229K +$209K +3,819 New
CAL
1854
Capital Advisors Ltd
Ohio
$229K +$9.12K +167 +5%
PSIWM
1855
Paradigm Strategies in Wealth Management
Minnesota
$229K +$208K +3,813 New
KP
1856
Keel Point
Alabama
$226K +$206K +3,769 New
WAOTB
1857
Wealth Advisors of Tampa Bay
Florida
$226K +$206K +3,768 New
BMC
1858
Benin Management Corp
Connecticut
$225K +$205K +3,752 New
GWAG
1859
Garrett Wealth Advisory Group
Texas
$225K +$204K +3,744 New
FNFDCM
1860
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$223K +$203K +3,722 New
CPA
1861
Cardiff Park Advisors
California
$223K +$203K +3,719 New
RWB
1862
RMR Wealth Builders
New Jersey
$223K +$203K +3,718 New
AIM
1863
Alhambra Investment Management
Florida
$223K +$203K +3,712 New
RBFC
1864
Roman Butler Fullerton & Co
Missouri
$222K +$2.08K +38 +1%
MLA
1865
MB, Levis & Associates
Pennsylvania
$222K -$1.31K -24 -0.6%
ML
1866
McAdam LLC
Pennsylvania
$222K -$89.7K -1,642 -31%
EG
1867
Ellerson Group
Maryland
$222K +$202K +3,695 New
OL
1868
Optas LLC
Texas
$222K +$202K +3,691 New
PAM
1869
Parvin Asset Management
South Dakota
$221K +$88.7K +1,625 +79%
SFG
1870
SNS Financial Group
Minnesota
$221K +$198K +3,625 New
CCA
1871
Cottonwood Capital Advisors
Utah
$221K +$201K +3,684 New
BAM
1872
Bellevue Asset Management
Washington
$221K +$1.75K +32 +0.9%
TC
1873
Truvestments Capital
Florida
$221K -$49.1K -900 -20%
TWA
1874
Talisman Wealth Advisors
New Jersey
$221K +$201K +3,677 New
EFA
1875
Edge Financial Advisors
Illinois
$221K +$201K +3,675 New
73 74
75
76 77

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.