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