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Altria Group

2,329 hedge funds and large institutions have $60.1B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 970 increasing their positions, 827 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

1% less call options, than puts

Call options by funds: $764M | Put options by funds: $771M

12% less capital invested

Capital invested by funds: $68.3B → $60.1B (-$8.25B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$764M
Puts
$771M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
701
UMB Bank
Missouri
$1.93M
CVA
702
Central Valley Advisors
California
$1.93M
SAG
703
SageView Advisory Group
California
$1.93M
OL
704
one8zero8 LLC
North Carolina
$1.91M
GT
705
Greenleaf Trust
Michigan
$1.91M
CI
706
Cherokee Insurance
Michigan
$1.91M
BWL
707
Bogart Wealth LLC
Virginia
$1.9M
EIG
708
Ellenbecker Investment Group
Wisconsin
$1.9M
BIG
709
Brooklyn Investment Group
New York
$1.89M
KCPG
710
Kavar Capital Partners Group
Kansas
$1.88M
TCOT
711
Trust Company of Toledo
Ohio
$1.88M
MRP
712
Measured Risk Portfolios
California
$1.87M
Luther King Capital Management (LKCM)
713
Luther King Capital Management (LKCM)
Texas
$1.87M
HCA
714
Harbor Capital Advisors
Illinois
$1.87M
WIP
715
WealthCare Investment Partners
Rhode Island
$1.87M
SEA
716
Stegent Equity Advisors
Texas
$1.86M
UAG
717
United Advisor Group
Ohio
$1.85M
SG
718
StoneX Group
New York
$1.85M
BFS
719
Bradley Foster & Sargent
Connecticut
$1.83M
DWP
720
Daymark Wealth Partners
Ohio
$1.82M
LPT
721
Legacy Private Trust
Wisconsin
$1.82M
FTWA
722
Fifth Third Wealth Advisors
Ohio
$1.82M
FGA
723
Fortis Group Advisors
New Jersey
$1.81M
TT
724
TI-Trust
Illinois
$1.8M
PCM
725
Poehling Capital Management
Wisconsin
$1.8M