We are live on ! Find out more
MO icon

Altria Group

2,381 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 981 increasing their positions, 828 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 267 | Existing positions closed: 186

18% more repeat investments, than reductions

Existing positions increased: 981 | Existing positions reduced: 828

1% more funds holding

Funds holding: 2,3482,381 (+33)

0.94% more ownership

Funds ownership: 61.41%62.35% (+0.94%)

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
2,381
Holders Change
+33
Holders Change %
+1.41%
% of All Funds
28.97%
Holding in Top 10
16
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-38.46%
% of All Funds
0.19%
New
267
Increased
981
Reduced
828
Closed
186
Calls
$767M
Puts
$777M
Net Calls
-$10M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
926
Wedmont Private Capital
Pennsylvania
$1.08M +$45.5K +753 +4%
MFF
927
Michels Family Financial
Texas
$1.08M +$33.6K +557 +3%
IIM
928
Invariant Investment Management
Pennsylvania
$1.08M +$1.14M +18,817 New
IA
929
IFG Advisory
Georgia
$1.08M +$29.5K +488 +3%
AWE
930
Avidian Wealth Enterprises
Texas
$1.08M +$39K +646 +4%
RWPA
931
Richard W. Paul & Associates
Michigan
$1.08M +$209K +3,463 +23%
MWM
932
Mosley Wealth Management
California
$1.08M +$994K +16,462 New
WA
933
Wealth Alliance
New York
$1.07M +$233K +3,852 +26%
SLI
934
Sumitomo Life Insurance
Japan
$1.07M +$7.31K +121 +0.7%
DO
935
denkapparat Operations
Germany
$1.07M
CFWMA
936
Center for Wealth Management Advisory
Ohio
$1.07M +$1.12M +18,537 New
WW
937
Winnow Wealth
Texas
$1.07M +$23.7K +393 +2%
CFP
938
Cascade Financial Partners
California
$1.07M +$422K +6,984 +61%
CB
939
Cadence Bank
Mississippi
$1.07M -$5.43K -90 -0.5%
LCM
940
Lazari Capital Management
California
$1.07M +$2.54K +42 +0.2%
FCP
941
Fidelis Capital Partners
Florida
$1.06M +$96.1K +1,592 +9%
WFS
942
Widmann Financial Services
Maryland
$1.06M -$33.1K -549 -3%
AFG
943
Allegheny Financial Group
Pennsylvania
$1.05M -$80.2K -1,329 -7%
DCM
944
Dudley Capital Management
Virginia
$1.05M -$37.1K -614 -3%
VIP
945
Value Investment Professionals
New York
$1.04M +$1.09M +18,107 New
CAI
946
Capital Advisors Inc
Oklahoma
$1.04M -$16.4K -271 -1%
EM
947
Excalibur Management
Massachusetts
$1.04M
BGC
948
Beutel, Goodman & Co
Ontario, Canada
$1.04M
FA
949
Fiduciary Alliance
South Carolina
$1.04M -$15.2K -251 -1%
KIA
950
Koenig Investment Advisory
Oregon
$1.03M +$898K +14,876 New