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Altria Group

2,240 hedge funds and large institutions have $60.3B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 993 increasing their positions, 769 reducing their positions, and 113 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $63B → $60.3B (-$2.75B)

1.13% less ownership

Funds ownership: 62.06%60.93% (-1.1%)

34% less funds holding in top 10

Funds holding in top 10: 2919 (-10)

Holders
2,240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$899M
Puts
$759M
Net Calls
Net Calls Change

Top Sellers

1 -$1.75B
2 -$209M
3 -$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$137M
5
BlackRock
BlackRock
New York
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
951
Bordeaux Wealth Advisors
California
$930K
ACA
952
Atlas Capital Advisors
Wyoming
$929K
RC
953
Rexford Capital
Texas
$928K
AA
954
Ancora Advisors
Ohio
$928K
Loomis, Sayles & Company
955
Loomis, Sayles & Company
Massachusetts
$927K
LI
956
LifeWealth Investments
Florida
$923K
MGAM
957
McGowan Group Asset Management
Texas
$918K
A
958
AlphaQuest
New York
$912K
BFWA
959
Benchmark Financial Wealth Advisors
Florida
$907K
DWM
960
Dakota Wealth Management
Florida
$905K
BPWM
961
Badgley Phelps Wealth Managers
Washington
$904K
KFA
962
Kapstone Financial Advisors
Ohio
$903K
KFC
963
Klingenstein Fields & Co
New York
$901K
BCWM
964
Bartlett & Co Wealth Management
Ohio
$900K
CFA
965
CWS Financial Advisors
Michigan
$899K
GCP
966
GSA Capital Partners
United Kingdom
$896K
SWM
967
Salvus Wealth Management
New Jersey
$895K
WA
968
WESPAC Advisors
California
$893K
MWM
969
Meridian Wealth Management
Kentucky
$893K
TWM
970
Tradition Wealth Management
Minnesota
$892K
BTWM
971
Brass Tax Wealth Management
Ohio
$890K
GAG
972
GM Advisory Group
New York
$887K
SAW
973
Signal Advisors Wealth
Michigan
$887K
EFA
974
Evernest Financial Advisors
Indiana
$886K
PTC
975
Philadelphia Trust Company
Pennsylvania
$885K