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Altria Group

2,374 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 980 increasing their positions, 828 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 funds holding

Funds holding:

more ownership

Funds ownership:

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 (-$7.92B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,374
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
BC
801
Burney Company
Virginia
$1.49M
AFG
802
Atomi Financial Group
New York
$1.49M
CT
803
Chicago Trust
Illinois
$1.48M
ACI
804
Alpha Cubed Investments
California
$1.47M
CT
805
Caldwell Trust
Florida
$1.47M
KWA
806
Kingswood Wealth Advisors
California
$1.47M
DF
807
Donoghue Forlines
Massachusetts
$1.46M
KFS
808
Keynote Financial Services
Connecticut
$1.46M
MWM
809
Modern Wealth Management
Kansas
$1.45M
IP
810
Ignite Planners
California
$1.44M
RIL
811
Rothschild Investment LLC
Illinois
$1.44M
IPWA
812
International Private Wealth Advisors
California
$1.43M
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$1.43M
GA
814
GoalVest Advisory
New York
$1.42M
SWA
815
Stratos Wealth Advisors
Ohio
$1.42M
AA
816
Ancora Advisors
Ohio
$1.42M
JIC
817
Joel Isaacson & Co
New York
$1.42M
DCM
818
DGS Capital Management
New Jersey
$1.41M
PA
819
Procyon Advisors
Connecticut
$1.41M
HWM
820
Hohimer Wealth Management
Washington
$1.41M
KCFA
821
Key Client Fiduciary Advisors
New Jersey
$1.4M
IAIM
822
International Assets Investment Management
Florida
$1.4M
VWM
823
Vigil Wealth Management
Florida
$1.4M
WWA
824
WCG Wealth Advisors
Nevada
$1.4M
WBC
825
Westpac Banking Corp
Australia
$1.39M