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Altria Group

2,249 hedge funds and large institutions have $60.6B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 771 reducing their positions, and 114 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: $63.3B → $60.6B (-$2.75B)

1.13% less ownership

Funds ownership: 62.34%61.21% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 3020 (-10)

Holders
2,249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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 Buyers

1 +$595M
2 +$367M
3 +$160M
4
N
Nuveen
North Carolina
+$145M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.8M

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
WP
951
WealthPLAN Partners
Nebraska
$930K
BWA
952
Bordeaux Wealth Advisors
California
$930K
ACA
953
Atlas Capital Advisors
Wyoming
$929K
RC
954
Rexford Capital
Texas
$928K
AA
955
Ancora Advisors
Ohio
$928K
Loomis, Sayles & Company
956
Loomis, Sayles & Company
Massachusetts
$927K
LI
957
LifeWealth Investments
Florida
$923K
MGAM
958
McGowan Group Asset Management
Texas
$918K
A
959
AlphaQuest
New York
$912K
BFWA
960
Benchmark Financial Wealth Advisors
Florida
$907K
DWM
961
Dakota Wealth Management
Florida
$905K
BPWM
962
Badgley Phelps Wealth Managers
Washington
$904K
KFA
963
Kapstone Financial Advisors
Ohio
$903K
KFC
964
Klingenstein Fields & Co
New York
$901K
BCWM
965
Bartlett & Co Wealth Management
Ohio
$900K
CFA
966
CWS Financial Advisors
Michigan
$899K
GCP
967
GSA Capital Partners
United Kingdom
$896K
SWM
968
Salvus Wealth Management
New Jersey
$895K
WA
969
WESPAC Advisors
California
$893K
MWM
970
Meridian Wealth Management
Kentucky
$893K
TWM
971
Tradition Wealth Management
Minnesota
$892K
BTWM
972
Brass Tax Wealth Management
Ohio
$890K
GAG
973
GM Advisory Group
New York
$887K
SAW
974
Signal Advisors Wealth
Michigan
$887K
EFA
975
Evernest Financial Advisors
Indiana
$886K