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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
CAM
2001
Costello Asset Management
Pennsylvania
$124K +$41.8K +766 +59%
GWP
2002
Gen-Wealth Partners
Michigan
$123K -$7.97K -146 -7%
RBC
2003
Roble Belko & Company
Pennsylvania
$122K -$24.8K -454 -18%
ETS
2004
ESL Trust Services
New York
$120K
SNB
2005
Security National Bank
Nebraska
$117K
DPW
2006
DiNuzzo Private Wealth
Pennsylvania
$117K -$55 -1 -0.1%
AFG
2007
Albion Financial Group
Utah
$116K -$45K -824 -30%
GFM
2008
GF Fund Management
China
$115K +$105K +1,915 New
CM
2009
Capula Management
Cayman Islands
$113K +$103K +1,887 New
CFD
2010
Creative Financial Designs
Indiana
$110K -$151K -2,760 -60%
OCM
2011
Orion Capital Management
California
$107K +$97.5K +1,785 New
NECFA
2012
New England Capital Financial Advisors
Connecticut
$104K +$1.75K +32 +2%
AW
2013
Avion Wealth
Texas
$104K
PG
2014
Proffitt & Goodson
Tennessee
$103K -$5.95K -109 -6%
PMFA
2015
Plante Moran Financial Advisors
Michigan
$101K -$5.46K -100 -6%
ZBNA
2016
Zions Bancorporation, National Association
Utah
$97.3K +$88.5K +1,621 New
PCFFS
2017
Pacific Center for Financial Services
California
$96.2K
EDRH
2018
Edmond de Rothschild Holding
Switzerland
$96K
HC
2019
Hoese & Co
Minnesota
$96K
HWM
2020
Hemington Wealth Management
Virginia
$96K +$7.26K +133 +9%
GJIA
2021
Glass Jacobson Investment Advisors
Maryland
$95.6K
MEG
2022
Millstone Evans Group
Colorado
$95.4K
TFIPS
2023
Towarzystwo Funduszy Inwestycyjnych PZU SA
$94.2K
BL
2024
BFSG LLC
California
$93.9K +$983 +18 +1%
SAM
2025
S.A. Mason
Michigan
$93.9K

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.