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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
WLIM
1326
White Lighthouse Investment Management
Massachusetts
$530K +$121 +2 +0%
LI
1327
Lafayette Investments
Maryland
$530K
GM
1328
GeoWealth Management
Illinois
$530K +$112K +1,854 +25%
IC
1329
Inscription Capital
Texas
$529K +$1.57K +26 +0.3%
OIM
1330
Orca Investment Management
Oregon
$529K +$1.09K +18 +0.2%
SCM
1331
Shelton Capital Management
Colorado
$526K
MBT
1332
Montecito Bank & Trust
California
$526K
EPIM
1333
Evelyn Partners Investment Management
$525K
AAG
1334
Armstrong Advisory Group
Massachusetts
$525K +$23.2K +385 +4%
SA
1335
Skyline Advisors
Washington
$522K -$24.2K -400 -4%
OCA
1336
OpenArc Corporate Advisory
Georgia
$520K +$545K +9,022 New
SCA
1337
STALEY CAPITAL ADVISERS
Pennsylvania
$520K -$18.1K -300 -3%
SFS
1338
Symphony Financial Services
Ohio
$519K +$3.26K +54 +0.6%
ALAM
1339
Asahi Life Asset Management
Japan
$519K +$37.8K +626 +7%
VWM
1340
Venturi Wealth Management
Texas
$517K +$44.1K +731 +9%
RF
1341
Rossby Financial
Florida
$517K -$260K -4,312 -32%
CFSG
1342
Clark Financial Services Group
Missouri
$516K -$12.6K -208 -2%
SCA
1343
Sage Capital Advisors
South Dakota
$514K -$330K -5,458 -38%
UCMOK
1344
United Capital Management of KS
Kansas
$513K -$4.05K -67 -0.7%
ICP
1345
Interchange Capital Partners
Pennsylvania
$512K -$45.1K -747 -8%
AHL
1346
Abel Hall LLC
Louisiana
$512K +$536K +8,874 New
CFA
1347
Cahill Financial Advisors
Minnesota
$510K +$15K +248 +3%
RCA
1348
Resonant Capital Advisors
Wisconsin
$510K -$131K -2,166 -20%
GIM
1349
Generali Investments Management
Slovenia
$510K -$175K -2,902 -25%
DI
1350
Diligent Investors
California
$510K -$16.5K -274 -3%