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Altria Group

2,249 hedge funds and large institutions have $60.6B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 771 reducing their positions, and 114 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $63.3B → $60.6B (-$2.75B)

1.13% less ownership

Funds ownership: 62.34%61.21% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 3020 (-10)

Holders
2,249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$899M
Puts
$759M
Net Calls
Net Calls Change

Top Buyers

1 +$595M
2 +$367M
3 +$160M
4
N
Nuveen
North Carolina
+$145M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.8M

Top Sellers

1 -$1.75B
2 -$209M
3 -$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$137M
5
BlackRock
BlackRock
New York
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
801
Marco Investment Management
Georgia
$1.34M
BFA
802
Beacon Financial Advisory
Ohio
$1.34M
LIM
803
Leavell Investment Management
Alabama
$1.33M
VF
804
Virtu Financial
New York
$1.33M
CFM
805
Catalyst Funds Management
Australia
$1.33M
PRP
806
Peak Retirement Planning
Ohio
$1.32M
FHA
807
First Horizon Advisors
Tennessee
$1.32M
FT
808
Fiduciary Trust
Massachusetts
$1.31M
PMAM
809
Picton Mahoney Asset Management
Ontario, Canada
$1.31M
LCM
810
Leisure Capital Management
California
$1.31M
EF
811
Exeter Financial
Arizona
$1.3M
OCM
812
One Capital Management
California
$1.3M
IB
813
Intrust Bank
Kansas
$1.3M
RGF
814
Retirement Guys Formula
Ohio
$1.3M
SEA
815
Stegent Equity Advisors
Texas
$1.3M
NCM
816
Narwhal Capital Management
Georgia
$1.29M
WF
817
Welch & Forbes
Massachusetts
$1.29M
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$1.29M
FFM
819
Forum Financial Management
Illinois
$1.29M
FFWA
820
FRG Family Wealth Advisors
Washington
$1.28M
EFG
821
Ethos Financial Group
Pennsylvania
$1.28M
AWA
822
Arete Wealth Advisors
Illinois
$1.28M
EHC
823
Everett Harris & Co
California
$1.27M
CAG
824
Crestwood Advisors Group
Massachusetts
$1.27M
SIG
825
Sargent Investment Group
Maryland
$1.27M