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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
EFA
1451
Edge Financial Advisors
Illinois
$437K +$1.51K +25 +0.7%
BW
1452
Blalock Williams
Alabama
$436K -$19.2K -318 -4%
PJSIMP
1453
P.J. Schmidt Investment Management (PJS)
Wisconsin
$435K
CL
1454
CLG LLC
California
$435K +$423 +7 +0.1%
WDG
1455
Wealth Dimensions Group
Ohio
$434K -$7.31K -121 -2%
HI
1456
Hendershot Investments
Virginia
$434K -$60 -1 -0%
MSCM
1457
McElhenny Sheffield Capital Management
Texas
$433K -$60.7K -1,006 -12%
ST
1458
Smithfield Trust
Pennsylvania
$433K +$28.6K +473 +7%
FFG
1459
Frisch Financial Group
New York
$433K +$162K +2,677 +57%
LRWA
1460
Long Run Wealth Advisors
New York
$432K +$6.76K +112 +2%
JCM
1461
J2 Capital Management
Michigan
$431K +$18.4K +304 +4%
RZH
1462
Relyea Zuckerberg Hanson
Connecticut
$431K +$6.82K +113 +2%
MAM
1463
MMA Asset Management
Pennsylvania
$429K -$316K -5,238 -41%
ORC
1464
O'Rourke & Company
Massachusetts
$427K +$26.1K +432 +6%
BFG
1465
Berger Financial Group
Minnesota
$427K -$15.3K -254 -3%
SRA
1466
Secured Retirement Advisors
Minnesota
$427K +$38.8K +643 +10%
SMA
1467
Seven Mile Advisory
New Jersey
$426K -$42.4K -703 -9%
CBA
1468
Coastal Bridge Advisors
Connecticut
$426K -$5.01K -83 -1%
GA
1469
GFS Advisors
Texas
$425K -$6.04K -100 -1%
CWMG
1470
Compass Wealth Management (Georgia)
Georgia
$424K +$121 +2 +0%
PWPS
1471
Pinnacle Wealth Planning Services
Ohio
$424K +$5.37K +89 +1%
CST
1472
Charles Schwab Trust
Nevada
$424K -$85.2K -1,411 -16%
BSTWA
1473
Blake Schutter Theil Wealth Advisors
Ohio
$423K -$22.4K -371 -5%
CWS
1474
Cypress Wealth Services
California
$422K +$143K +2,364 +48%
FWI
1475
Facet Wealth Inc
Maryland
$421K -$425K -7,033 -51%