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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
TF
1176
Tompkins Financial
New York
$670K
PFP
1177
Paragon Financial Partners
California
$670K
MFS
1178
Miller Financial Services
Michigan
$670K -$906 -15 -0.1%
HWA
1179
HHM Wealth Advisors
Tennessee
$669K -$2.17K -36 -0.3%
RC
1180
Rahlfs Capital
Texas
$669K -$31.7K -525 -4%
PP
1181
PDS Planning
Ohio
$668K -$7.97K -132 -1%
GC
1182
Gilbert & Cook
Iowa
$667K +$4.05K +67 +0.6%
LWCFA
1183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$665K
LIM
1184
Loudon Investment Management
New Hampshire
$665K
KFGK
1185
Keystone Financial Group (Kentucky)
Kentucky
$665K -$60.4K -1,001 -8%
SFG
1186
Sowa Financial Group
Rhode Island
$664K +$5.07K +84 +0.7%
GFG
1187
Goldstone Financial Group
Illinois
$663K +$45.3K +750 +7%
SAM
1188
Synergy Asset Management
Washington
$661K +$692K +11,462 New
AIM
1189
Anchor Investment Management
South Carolina
$660K -$1.81K -30 -0.3%
TCWA
1190
Turtle Creek Wealth Advisors
Texas
$659K +$34K +563 +5%
HCM
1191
Howland Capital Management
Massachusetts
$656K +$400K +6,623 +145%
OWA
1192
One Wealth Advisors
California
$654K +$99.4K +1,647 +17%
AWP
1193
Axis Wealth Partners
Rhode Island
$654K -$362 -6 -0.1%
CA
1194
Callahan Advisors
Texas
$653K +$3.92K +65 +0.6%
ECA
1195
Elevated Capital Advisors
Utah
$653K +$29.5K +488 +5%
WA
1196
WealthTrust Axiom
Pennsylvania
$651K +$12.1K +200 +2%
CRWM
1197
Castle Rock Wealth Management
California
$650K -$50.6K -838 -8%
JSL
1198
JT Stratford LLC
Georgia
$648K +$23.9K +396 +4%
SIM
1199
Stratos Investment Management
Ohio
$641K +$37.3K +618 +6%
KA
1200
Klingman & Associates
New York
$640K -$3.2K -53 -0.5%