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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
Dodge & Cox
876
Dodge & Cox
California
$1.21M
ACM
877
Aurdan Capital Management
Pennsylvania
$1.21M
IIA
878
ICW Investment Advisors
Arizona
$1.21M
IIM
879
Ipswich Investment Management
Massachusetts
$1.2M
EF
880
Exeter Financial
Arizona
$1.2M
MWM
881
Modera Wealth Management
New Jersey
$1.2M
FWM
882
Finer Wealth Management
Massachusetts
$1.2M
DT
883
Diversified Trust
Tennessee
$1.19M
FHC
884
First Horizon Corporation
Tennessee
$1.19M
VA
885
VestGen Advisors
Illinois
$1.19M
FT
886
Fiduciary Trust
Massachusetts
$1.18M
BFA
887
Beacon Financial Advisory
Ohio
$1.18M
PWAM
888
Private Wealth Asset Management
Iowa
$1.18M
EAM
889
Everstar Asset Management
North Carolina
$1.18M
ZF
890
Zhang Financial
Michigan
$1.18M
WIM
891
Wiregrass Investment Management
Georgia
$1.18M
LF
892
Lantz Financial
Illinois
$1.18M
SMC
893
Smith, Moore & Co
Missouri
$1.17M
MWPCG
894
Measured Wealth Private Client Group
New Hampshire
$1.17M
RFA
895
Resurgent Financial Advisors
Georgia
$1.17M
HWA
896
HCR Wealth Advisors
California
$1.17M
EFG
897
Ethos Financial Group
Pennsylvania
$1.17M
RPGK
898
Retirement Planning Group (Kansas)
Kansas
$1.17M
MWM
899
Mission Wealth Management
California
$1.16M
WAAG
900
Wealth Alliance Advisory Group
Kansas
$1.16M