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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
PWP
1051
Principle Wealth Partners
Connecticut
$823K +$664 +11 +0.1%
GJWM
1052
Gilliland Jeter Wealth Management
Arkansas
$822K +$1.93K +32 +0.2%
MCA
1053
Magnolia Capital Advisors
Mississippi
$820K -$59.7K -989 -7%
BFA
1054
Bill Few Associates
Pennsylvania
$818K +$32.1K +531 +4%
ANBT
1055
American National Bank & Trust
Texas
$818K +$8.15K +135 +1%
SAM
1056
SP Asset Management
California
$817K +$11.9K +197 +1%
CCWA
1057
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$816K +$854K +14,149 New
FCA
1058
FLC Capital Advisors
California
$810K
JSW
1059
Journey Strategic Wealth
New Jersey
$808K -$470K -7,777 -36%
TSW
1060
Three Seasons Wealth
Utah
$807K +$830K +13,744 New
LIM
1061
Longfellow Investment Management
Massachusetts
$805K
ACA
1062
Atlas Capital Advisors
Wyoming
$805K +$842K +13,953 New
CC
1063
Chicago Capital
Illinois
$804K +$60 +1 +0%
CIS
1064
Capital International Sarl
California
$802K -$134K -2,211 -14%
HGWM
1065
Horst & Graben Wealth Management
Oregon
$799K -$483 -8 -0.1%
BMA
1066
Brooks Moore & Associates
Tennessee
$799K
DWA
1067
Douglass Winthrop Advisors
New York
$797K -$25.1K -416 -3%
CA
1068
Continuum Advisory
Idaho
$796K +$30.8K +510 +4%
MF
1069
Magnetar Financial
Illinois
$796K +$833K +13,797 New
KWS
1070
Keystone Wealth Services
California
$793K +$9.66K +160 +1%
FBT
1071
First Bank & Trust
South Dakota
$793K +$830K +13,747 New
EB
1072
Eastern Bank
Massachusetts
$792K +$966 +16 +0.1%
WJWM
1073
Williams Jones Wealth Management
New York
$791K +$66.5K +1,101 +9%
SWMP
1074
Signature Wealth Management Partners
New Jersey
$787K +$121 +2 +0%
SIM
1075
Sterling Investment Management
Arizona
$784K -$2.84K -47 -0.3%