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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
SOAMC
1126
Spirit of America Management Corp
New York
$729K
BBFA
1127
Brindle & Bay Financial Advisors
Texas
$728K +$762K +12,624 New
CFP
1128
Catalyst Financial Partners
Massachusetts
$726K -$32.7K -542 -4%
CBT
1129
CoreFirst Bank & Trust
Kansas
$724K -$73.5K -1,217 -9%
SLP
1130
Storen Legacy Partners
Indiana
$724K +$758K +12,552 New
BPWM
1131
Badgley Phelps Wealth Managers
Washington
$723K -$170K -2,811 -19%
AO
1132
Advisor OS
Illinois
$721K -$50.8K -842 -6%
DTC
1133
Davidson Trust Company
Washington
$720K +$21.9K +362 +3%
PPW
1134
Parcion Private Wealth
Washington
$719K +$24.6K +407 +3%
AWM
1135
Ariadne Wealth Management
California
$719K -$40.6K -673 -6%
NRS
1136
Neville Rodie & Shaw
New York
$717K -$84.4K -1,398 -10%
LAM
1137
Lewis Asset Management
California
$716K -$33.2K -550 -4%
FAOAI
1138
Fund Advisors of America Inc
Florida
$715K +$749K +12,406 New
SFG
1139
SageGuard Financial Group
Tennessee
$715K +$748K +12,395 New
GIA
1140
Gladstone Institutional Advisory
Florida
$713K +$15.2K +252 +2%
AAM
1141
Aureus Asset Management
Massachusetts
$712K
CCM
1142
Capstone Capital Management
$712K +$746K +12,350 New
BFO
1143
Boston Family Office
Massachusetts
$711K -$19.2K -318 -3%
KIG
1144
Kennedy Investment Group
New Jersey
$709K +$1.15K +19 +0.2%
CCA
1145
Childress Capital Advisors
Texas
$708K +$238K +3,936 +47%
XF
1146
XML Financial
Maryland
$705K -$6.34K -105 -0.9%
CCWM
1147
Cassaday & Co Wealth Management
Virginia
$705K +$6.04K +100 +0.8%
MWM
1148
Manske Wealth Management
Texas
$702K -$6.58K -109 -0.9%
ST
1149
Spinnaker Trust
Maine
$701K +$4.83K +80 +0.7%
SB
1150
Strategic Blueprint
Georgia
$700K -$20.2K -334 -3%