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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
BMWM
1226
Brown Miller Wealth Management
Virginia
$611K
PP
1227
Patron Partners
Texas
$610K -$15.1K -250 -2%
NFC
1228
Northstar Financial Companies
Pennsylvania
$610K +$81.5K +1,349 +15%
SIS
1229
Sound Income Strategies
Florida
$610K +$97.2K +1,609 +19%
FOFP
1230
Fee-Only Financial Planning
South Carolina
$608K
TFA
1231
Transamerica Financial Advisors
Florida
$608K +$15.8K +261 +3%
BL
1232
Balentine LLC
Georgia
$607K -$3.2K -53 -0.5%
JJBC
1233
James J. Burns & Company
New York
$606K -$447K -7,398 -41%
WA
1234
Waddell & Associates
Tennessee
$606K -$3.74K -62 -0.6%
TC
1235
Truvestments Capital
Florida
$605K +$9.96K +165 +2%
DWM
1236
Dakota Wealth Management
Florida
$603K -$28.1K -466 -4%
WA
1237
Wealth Architects
California
$603K -$3.8K -63 -0.6%
EWA
1238
EverSource Wealth Advisors
Alabama
$602K -$30.1K -498 -5%
GIP
1239
Greatmark Investment Partners
Georgia
$601K +$90.6K +1,500 +17%
CCMG
1240
Clark Capital Management Group
Pennsylvania
$600K +$37.5K +621 +6%
1WA
1241
180 Wealth Advisors
Washington
$600K -$8.15K -135 -1%
GSIAS
1242
Garden State Investment Advisory Services
New Jersey
$599K -$32.7K -541 -5%
KFAS
1243
Keating Financial Advisory Services
Kansas
$598K +$626K +10,374 New
CTA
1244
Chesley Taft & Associates
Illinois
$597K +$625K +10,359 New
UF
1245
Univest Financial
Pennsylvania
$597K +$3.38K +56 +0.5%
MSG
1246
Main Street Group
Virginia
$597K +$29.6K +490 +5%
SAM
1247
Secure Asset Management
Michigan
$597K -$60.1K -995 -9%
SFI
1248
Siemens Fonds Invest
Germany
$596K
PWA
1249
Providence Wealth Advisors
Illinois
$596K -$74.2K -1,229 -10%
BWM
1250
Baron Wealth Management
Michigan
$592K -$60 -1 -0%