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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
GSEP
951
Golden State Equity Partners
California
$1.03M +$259K +4,295 +32%
CPIG
952
Chicago Partners Investment Group
Illinois
$1.03M -$107K -1,772 -10%
SAM
953
Sagewood Asset Management
New York
$1.02M +$1.07M +17,763 New
LSIA
954
LaSalle St. Investment Advisors
Illinois
$1.02M +$215K +3,568 +25%
Bank Julius Baer & Co
955
Bank Julius Baer & Co
Switzerland
$1.02M -$482K -7,978 -31%
CRIG
956
Charter Research & Investment Group
Connecticut
$1.02M -$140K -2,325 -12%
OLA
957
Oliver Luxxe Assets
New Jersey
$1.02M
SC
958
Searle & Co
Connecticut
$1.01M
CL
959
CSS LLC
Illinois
$1.01M -$252K -4,181 -19%
TBC
960
Ted Buchan & Co
California
$1.01M -$21.9K -363 -2%
MA
961
MCF Advisors
Kentucky
$1M +$43.2K +715 +4%
RCM
962
Raleigh Capital Management
North Carolina
$1M +$759K +12,573 +261%
ZCP
963
Z3 Capital Partners
Virginia
$1M +$1.05M +17,349 New
CF
964
Centaurus Financial
California
$1M +$97.4K +1,613 +10%
MFS
965
Mattson Financial Services
Michigan
$1,000K -$36.5K -604 -3%
PTC
966
Philadelphia Trust Company
Pennsylvania
$999K
ECM
967
Element Capital Management
New York
$998K +$585K +9,693 +127%
BFWA
968
Benchmark Financial Wealth Advisors
Florida
$996K +$101K +1,670 +11%
WI
969
Westbourne Investments
Virginia
$995K +$1.04M +17,261 New
ATS
970
Ashton Thomas Securities
New York
$995K -$845 -14 -0.1%
PIA
971
Pinion Investment Advisors
Kansas
$992K -$189K -3,129 -15%
IWN
972
Independent Wealth Network
Iowa
$985K -$69.3K -1,147 -6%
CCC
973
Chelsea Counsel Company
California
$981K
PS
974
Portfolio Strategies
New York
$980K
RIM
975
Redwood Investment Management
Arizona
$979K -$452K -7,484 -31%