MO icon

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