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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
XF
1001
XML Financial
Maryland
$845K
DW30
1002
Drucker Wealth 3.0
New Jersey
$844K
SIA
1003
Soltis Investment Advisors
Utah
$844K
WJWM
1004
Williams Jones Wealth Management
New York
$841K
WFM
1005
Wolff Financial Management
Michigan
$840K
EB
1006
Exchange Bank
California
$839K
CBT
1007
CoreFirst Bank & Trust
Kansas
$836K
PIWA
1008
Prevail Innovative Wealth Advisors
Kansas
$831K
LSIA
1009
LaSalle St. Investment Advisors
Illinois
$830K
PP
1010
Patron Partners
Texas
$830K
PWP
1011
Principle Wealth Partners
Connecticut
$827K
AC
1012
AlphaCore Capital
California
$826K
MA
1013
MCF Advisors
Kentucky
$826K
RAG
1014
RIA Advisory Group
Iowa
$826K
NSIM
1015
North Star Investment Management
Illinois
$826K
SIC
1016
Samalin Investment Counsel
New York
$825K
PCA
1017
Purkiss Capital Advisors
Connecticut
$824K
FCA
1018
FLC Capital Advisors
California
$824K
AOWM
1019
Alpha Omega Wealth Management
Virginia
$818K
LIM
1020
Longfellow Investment Management
Massachusetts
$818K
CC
1021
Chicago Capital
Illinois
$818K
GGS
1022
Galvin Gaustad & Stein
Arizona
$816K
RFA
1023
Resurgent Financial Advisors
Georgia
$814K
BFA
1024
Bill Few Associates
Pennsylvania
$812K
NRS
1025
Neville Rodie & Shaw
New York
$811K