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Altria Group

2,249 hedge funds and large institutions have $60.6B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 771 reducing their positions, and 114 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: $63.3B → $60.6B (-$2.75B)

1.13% less ownership

Funds ownership: 62.34%61.21% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 3020 (-10)

Holders
2,249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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 Buyers

1 +$595M
2 +$367M
3 +$160M
4
N
Nuveen
North Carolina
+$145M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.8M

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
FOFP
1176
Fee-Only Financial Planning
South Carolina
$619K
LMKC
1177
L.M. Kohn & Company
Ohio
$618K
1C
1178
111 Capital
France
$616K
WA
1179
Wealth Architects
California
$616K
FMTC
1180
Farmers & Merchants Trust Company
California
$615K
BL
1181
Balentine LLC
Georgia
$615K
JHCP
1182
Jackson Hole Capital Partners
Oklahoma
$614K
LWCFA
1183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$613K
WA
1184
WealthTrust Axiom
Pennsylvania
$610K
GF
1185
Gries Financial
Ohio
$608K
GFG
1186
Goldstone Financial Group
Illinois
$608K
VA
1187
VestGen Advisors
Illinois
$606K
SFI
1188
Siemens Fonds Invest
Germany
$603K
EWA
1189
EverSource Wealth Advisors
Alabama
$603K
TCM
1190
Tufton Capital Management
Maryland
$602K
CAM
1191
Cobblestone Asset Management
Virginia
$599K
CIA
1192
Cladis Investment Advisory
Montana
$599K
RCA
1193
Resonant Capital Advisors
Wisconsin
$598K
CFO
1194
CVA Family Office
Colorado
$598K
ACP
1195
Argyle Capital Partners
California
$598K
Empower Advisory Group
1196
Empower Advisory Group
Colorado
$597K
OPOWM
1197
One Plus One Wealth Management
Florida
$596K
CS
1198
Cannell & Spears
New York
$594K
MFG
1199
MidWestOne Financial Group
Iowa
$594K
MSG
1200
Main Street Group
Virginia
$594K