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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
KWA
801
Kingswood Wealth Advisors
California
$1.47M
DF
802
Donoghue Forlines
Massachusetts
$1.46M
KFS
803
Keynote Financial Services
Connecticut
$1.46M
MWM
804
Modern Wealth Management
Kansas
$1.45M
IP
805
Ignite Planners
California
$1.44M
RIL
806
Rothschild Investment LLC
Illinois
$1.44M
IPWA
807
International Private Wealth Advisors
California
$1.43M
BHBT
808
Burke & Herbert Bank & Trust
Virginia
$1.43M
GA
809
GoalVest Advisory
New York
$1.42M
SWA
810
Stratos Wealth Advisors
Ohio
$1.42M
AA
811
Ancora Advisors
Ohio
$1.42M
JIC
812
Joel Isaacson & Co
New York
$1.42M
DCM
813
DGS Capital Management
New Jersey
$1.41M
PA
814
Procyon Advisors
Connecticut
$1.41M
HWM
815
Hohimer Wealth Management
Washington
$1.41M
KCFA
816
Key Client Fiduciary Advisors
New Jersey
$1.4M
IAIM
817
International Assets Investment Management
Florida
$1.4M
VWM
818
Vigil Wealth Management
Florida
$1.4M
WWA
819
WCG Wealth Advisors
Nevada
$1.4M
WBC
820
Westpac Banking Corp
Australia
$1.39M
KCP
821
Kera Capital Partners
California
$1.39M
VIP
822
Vista Investment Partners
Oklahoma
$1.39M
LIM
823
Leavell Investment Management
Alabama
$1.39M
SC
824
Syon Capital
California
$1.38M
CIC
825
Crawford Investment Counsel
Georgia
$1.38M