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Altria Group

2,353 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 975 increasing their positions, 827 reducing their positions, and 186 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:

more funds holding

Funds holding:

1% less call options, than puts

Call options by funds: $767M | Put options by funds: $777M

12% less capital invested

Capital invested by funds: $68.3B → $60.4B (-$7.93B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,353
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
$767M
Puts
$777M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
701
Focused Wealth Management
New York
$1.94M
SIC
702
Shoker Investment Counsel
Ohio
$1.93M
UB
703
UMB Bank
Missouri
$1.93M
CVA
704
Central Valley Advisors
California
$1.93M
SAG
705
SageView Advisory Group
California
$1.93M
OL
706
one8zero8 LLC
North Carolina
$1.91M
GT
707
Greenleaf Trust
Michigan
$1.91M
CI
708
Cherokee Insurance
Michigan
$1.91M
BWL
709
Bogart Wealth LLC
Virginia
$1.9M
EIG
710
Ellenbecker Investment Group
Wisconsin
$1.9M
BIG
711
Brooklyn Investment Group
New York
$1.89M
KCPG
712
Kavar Capital Partners Group
Kansas
$1.88M
TCOT
713
Trust Company of Toledo
Ohio
$1.88M
MRP
714
Measured Risk Portfolios
California
$1.87M
Luther King Capital Management (LKCM)
715
Luther King Capital Management (LKCM)
Texas
$1.87M
HCA
716
Harbor Capital Advisors
Illinois
$1.87M
WIP
717
WealthCare Investment Partners
Rhode Island
$1.87M
SEA
718
Stegent Equity Advisors
Texas
$1.86M
UAG
719
United Advisor Group
Ohio
$1.85M
SG
720
StoneX Group
New York
$1.85M
BFS
721
Bradley Foster & Sargent
Connecticut
$1.83M
DWP
722
Daymark Wealth Partners
Ohio
$1.82M
LPT
723
Legacy Private Trust
Wisconsin
$1.82M
FTWA
724
Fifth Third Wealth Advisors
Ohio
$1.82M
FGA
725
Fortis Group Advisors
New Jersey
$1.81M