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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
YWM
1926
Yoder Wealth Management
California
$206K +$187K +3,434 New
CIP
1927
Capital Insight Partners
Arizona
$206K +$187K +3,425 New
CPA
1928
Capital Performance Advisors
California
$205K +$187K +3,423 New
SCP
1929
Sivia Capital Partners
California
$205K +$186K +3,415 New
GTAM
1930
Global Trust Asset Management
Florida
$205K +$126K +2,300 +206%
BWM
1931
BKM Wealth Management
Wisconsin
$205K +$186K +3,410 New
HI
1932
Hudock Inc
Pennsylvania
$204K +$186K +3,403 New
GWM
1933
Gibbs Wealth Management
Georgia
$204K +$186K +3,401 New
GWP
1934
Gateway Wealth Partners
Wisconsin
$204K -$63.9K -1,171 -26%
LWA
1935
Lineweaver Wealth Advisors
Ohio
$204K +$185K +3,393 New
IRAG
1936
Investment Research & Advisory Group
Georgia
$202K – – –
PP
1937
PFS Partners
New Jersey
$202K +$983 +18 +0.5%
RWP
1938
Revolve Wealth Partners
New Jersey
$202K +$184K +3,367 New
PCA
1939
Peddock Capital Advisors
Massachusetts
$202K +$183K +3,360 New
MFGP
1940
Marshall Financial Group (Pennsylvania)
Pennsylvania
$202K +$183K +3,358 New
NI
1941
NDVR Inc
Massachusetts
$201K +$183K +3,352 New
MPW
1942
Magnolia Private Wealth
Pennsylvania
$201K +$183K +3,346 New
CAWM
1943
Capital A Wealth Management
Pennsylvania
$200K -$17.1K -313 -9%
AAS
1944
AdviceOne Advisory Services
Connecticut
$200K +$182K +3,334 New
CB
1945
CNB Bank
Pennsylvania
$200K – – –
Q1WB
1946
Quest 10 Wealth Builders
Virginia
$198K -$69.9K -1,281 -28%
GC
1947
Garde Capital
Washington
$198K -$58.4K -1,070 -24%
FCAS
1948
First Command Advisory Services
Texas
$196K +$1.09K +20 +0.6%
FWA
1949
FSC Wealth Advisors
New York
$194K +$45.4K +832 +35%
EF
1950
Elite Financial
Idaho
$192K +$175K +3,208 New
76 77
78
79 80

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.