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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
BBNB
1876
Baker Boyer National Bank
Washington
$220K +$200K +3,671 New
CA
1877
Cambridge Advisors
Nebraska
$220K +$200K +3,666 New
AIA
1878
Accelerate Investment Advisors
California
$220K +$200K +3,665 New
RPGNY
1879
Retirement Planning Group (New York)
New York
$220K +$200K +3,665 New
WIM
1880
Westside Investment Management
California
$219K – – –
WCM
1881
Wallace Capital Management
Texas
$219K +$199K +3,650 New
MW
1882
Maia Wealth
Colorado
$219K -$446K -8,172 -68%
MWA
1883
Medallion Wealth Advisors
Connecticut
$219K -$12.3K -226 -6%
USB
1884
Union Savings Bank
Connecticut
$218K – – –
EFG
1885
Everhart Financial Group
Ohio
$218K +$198K +3,635 New
CCC
1886
Compass Capital Corp
Massachusetts
$218K -$3.71K -68 -2%
YDMI
1887
Y.D. More Investments
Israel
$217K -$6.77K -124 -3%
TCM
1888
Twin Capital Management
Pennsylvania
$217K +$197K +3,616 New
MKC
1889
M. Kraus & Co
Vermont
$216K +$197K +3,600 New
RCM
1890
Requisite Capital Management
Texas
$216K +$193K +3,537 New
CAM
1891
Carret Asset Management
New York
$215K +$196K +3,586 New
LFGO
1892
Legacy Financial Group (Oklahoma)
Oklahoma
$215K +$196K +3,584 New
GIBU
1893
Gulf International Bank (UK)
United Kingdom
$215K – – –
JF
1894
JSF Financial
California
$215K -$13.6K -249 -7%
RS
1895
Rakuten Securities
Japan
$215K -$350K -6,410 -64%
ATC
1896
Adirondack Trust Company
New York
$215K – – –
MI
1897
Motiv8 Investments
Florida
$214K +$195K +3,570 New
AWG
1898
Altus Wealth Group
Colorado
$214K +$195K +3,570 New
DBRC
1899
D.B. Root & Company
Pennsylvania
$214K +$195K +3,566 New
NB
1900
Northwest Bancshares
Pennsylvania
$214K +$195K +3,563 New
74 75
76
77 78

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.