We are live on ! Find out more
MO icon

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
FFS
1251
Founders Financial Securities
Maryland
$592K +$53.8K +891 +10%
RBFC
1252
Roman Butler Fullerton & Co
Missouri
$591K +$585K +9,688 New
WSCM
1253
Wellington Shields Capital Management
New York
$591K -$24.1K -399 -4%
XPN
1254
XY Planning Network
Montana
$588K +$616K +10,204 New
RBC
1255
Romano Brothers & Co
Illinois
$587K -$68.6K -1,136 -10%
BWM
1256
BAM Wealth Management
Colorado
$587K +$152K +2,521 +33%
ACIM
1257
Azimuth Capital Investment Management
Michigan
$585K +$3.02K +50 +0.5%
AWA
1258
Acorn Wealth Advisors
Michigan
$583K +$9.84K +163 +2%
BSB
1259
Bangor Savings Bank
Maine
$583K -$121 -2 -0%
VRM
1260
Vectors Research Management
New York
$582K
RB
1261
Rodgers Brothers
Pennsylvania
$582K
OAM
1262
Occidental Asset Management
California
$581K +$10K +166 +2%
LSWP
1263
Liberty Square Wealth Partners
Pennsylvania
$580K -$55.1K -913 -8%
SFC
1264
Swisher Financial Concepts
Ohio
$578K
AWM
1265
Angeles Wealth Management
California
$578K -$9.9K -164 -2%
TAM
1266
Titleist Asset Management
Texas
$576K +$22.2K +368 +4%
AC
1267
Apella Capital
Connecticut
$576K -$2.11K -35 -0.3%
TAM
1268
Tocqueville Asset Management
New York
$576K +$12.8K +212 +2%
SIAG
1269
Safeguard Investment Advisory Group
California
$576K +$45.2K +748 +8%
MCM
1270
Monument Capital Management
Virginia
$575K -$560K -9,269 -48%
CA
1271
Cornerstone Advisory
Maryland
$573K -$60.3K -999 -9%
MFG
1272
MidWestOne Financial Group
Iowa
$572K -$13.3K -220 -2%
CIA
1273
Cladis Investment Advisory
Montana
$572K -$9.06K -150 -1%
MCA
1274
MSH Capital Advisors
Arizona
$572K +$16.9K +280 +3%
GC
1275
Guilbault Capital
Louisiana
$571K +$598K +9,904 New