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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
QPBE
2201
Quintet Private Bank (Europe)
Luxembourg
$6K – – –
RTL
2202
Red Tortoise LLC
Georgia
$6K – – –
RF
2203
Robinswood Financial
Washington
$6K – – –
BWM
2204
Bernard Wealth Management
Michigan
$6K +$5.46K +100 New
NRWA
2205
North Ridge Wealth Advisors
Oregon
$6K +$5.46K +100 New
Kayne Anderson Rudnick Investment Management
2206
Kayne Anderson Rudnick Investment Management
California
$5.25K -$2.62K -48 -36%
AWM
2207
Abound Wealth Management
Tennessee
$5.12K -$328 -6 -7%
TCA
2208
Trifecta Capital Advisors
Illinois
$4.74K – – –
CT
2209
Clearstead Trust
Maine
$4.68K -$23.3K -426 -85%
SC
2210
Swan Capital
Florida
$4.5K – – –
WCM
2211
WealthTrak Capital Management
Virginia
$4.5K +$1.64K +30 +67%
AS
2212
Altshuler Shaham
Israel
$4.08K -$328 -6 -8%
RCM
2213
Ravenstone Capital Management
$3.96K +$3.6K +66 New
UIC
2214
Uniplan Investment Counsel
Wisconsin
$3.94K +$3.55K +65 New
WA
2215
WestEnd Advisors
North Carolina
$3.78K +$2.35K +43 +215%
MBFW
2216
Morton Brown Family Wealth
Pennsylvania
$3.6K – – –
CAC
2217
Core Alternative Capital
Georgia
$3.42K -$16.7K -306 -84%
EWA
2218
EQ Wealth Advisors
Texas
$3.3K +$3K +55 New
HNW
2219
High Note Wealth
Minnesota
$3.12K – – –
GLF
2220
Groupe la Francaise
France
$2.74K – – –
PWA
2221
Principia Wealth Advisory
Texas
$2.54K +$109 +2 +5%
SWC
2222
Spectrum Wealth Counsel
Indiana
$2.4K – – –
WCM
2223
Winthrop Capital Management
Indiana
$2K +$328 +6 +24%
MFA
2224
McClarren Financial Advisors
Pennsylvania
$2K +$3.28K +60 New
BHWM
2225
Bay Harbor Wealth Management
Maryland
$1.94K +$1.75K +32 New
87 88
89
90 91

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.