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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
GP
1001
Guardian Partners
Canada
$928K +$302K +5,000 +54%
MIM
1002
MTM Investment Management
South Carolina
$927K -$13.1K -217 -1%
CWM
1003
Calamos Wealth Management
Illinois
$926K -$242K -4,011 -20%
AIP
1004
Ameritas Investment Partners
Nebraska
$918K -$16.8K -278 -2%
RC
1005
Rexford Capital
Texas
$915K +$2.42K +40 +0.3%
WDC
1006
Woodward Diversified Capital
California
$914K +$26.7K +442 +3%
MLL
1007
Moody Lynn & Lieberson
Massachusetts
$913K -$2.48K -41 -0.3%
JWBC
1008
J.W. Burns & Co
New York
$907K -$105K -1,738 -10%
TWM
1009
Tradition Wealth Management
Minnesota
$906K +$8.7K +144 +0.9%
AIM
1010
Advyzon Investment Management
Illinois
$906K +$290K +4,811 +44%
MWM
1011
Meridian Wealth Management
Kentucky
$896K -$21.7K -359 -2%
BCWM
1012
Bartlett & Co Wealth Management
Ohio
$894K -$2.42K -40 -0.3%
AOWM
1013
Alpha Omega Wealth Management
Virginia
$893K +$119K +1,972 +15%
MC
1014
Maverick Capital
Texas
$889K -$1.51M -25,002 -62%
RDWM
1015
Red Door Wealth Management
Tennessee
$887K +$33.9K +562 +4%
LIA
1016
LS Investment Advisors
Michigan
$887K +$121K +1,997 +15%
RPC
1017
Royal Palms Capital
Montana
$886K +$928K +15,370 New
KFC
1018
Klingenstein Fields & Co
New York
$886K
IF
1019
Intrua Financial
Texas
$878K -$100K -1,660 -10%
GAG
1020
GM Advisory Group
New York
$877K +$1.99K +33 +0.2%
KFA
1021
Kapstone Financial Advisors
Ohio
$876K -$4.83K -80 -0.5%
CFA
1022
CWS Financial Advisors
Michigan
$871K -$19.3K -319 -2%
PCA
1023
Purkiss Capital Advisors
Connecticut
$871K -$7.07K -117 -0.8%
V
1024
VeraBank
Texas
$869K -$425K -7,034 -32%
CCA
1025
Checchi Capital Advisers
California
$866K +$2.6K +43 +0.3%