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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
PPA
2101
Painted Porch Advisors
California
$43.9K -$6.61K -121 -14%
IWP
2102
IAG Wealth Partners
Wisconsin
$43.7K +$3.99K +73 +11%
CIAS
2103
CBIZ Investment Advisory Services
Ohio
$43.5K +$1.53K +28 +4%
BA
2104
Bellwether Advisors
Nebraska
$43.3K
CFS
2105
Compass Financial Services
Iowa
$43K +$15.3K +281 +64%
DWM
2106
Darwin Wealth Management
Florida
$42.4K
BFP
2107
Briaud Financial Planning
Texas
$42K
SJIM
2108
St. Johns Investment Management
Florida
$41.4K +$10.3K +189 +38%
SWA
2109
SOA Wealth Advisors
New York
$40.9K -$5.08K -93 -12%
EPIME
2110
Evelyn Partners Investment Management (Europe)
$40.7K
PWM
2111
Proathlete Wealth Management
Florida
$40.7K +$37K +677 New
FMP
2112
Financial Management Professionals
Texas
$40.5K +$5.62K +103 +18%
IHWM
2113
Iron Horse Wealth Management
Iowa
$40K
AF
2114
Abound Financial
California
$39.9K +$36.3K +664 New
RWM
2115
Ruedi Wealth Management
Illinois
$39K
AWM
2116
AllSquare Wealth Management
New York
$38.7K
PC
2117
Promus Capital
Illinois
$38.5K +$655 +12 +2%
MSWM
2118
Mowery & Schoenfeld Wealth Management
Illinois
$38.4K -$21.2K -388 -38%
OW
2119
Olistico Wealth
Oklahoma
$38.4K -$16.4K -300 -32%
TCM
2120
TruNorth Capital Management
Michigan
$38.2K +$11.8K +217 +52%
BCM
2121
Basso Capital Management
Connecticut
$38.1K
PS
2122
Pinney & Scofield
Massachusetts
$37.9K
BP
2123
BNP Paribas
France
$37.8K
AAG
2124
Accordant Advisory Group
Maryland
$37.5K
PP
2125
Pacifica Partners
Canada
$37.5K +$6.39K +117 +22%

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.