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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
SWP
1501
Summit Wealth Partners
Florida
$403K +$1.33K +22 +0.3%
MWM
1502
MBE Wealth Management
Wisconsin
$402K +$6.1K +101 +1%
PFG
1503
Putney Financial Group
California
$402K +$421K +6,970 New
OWA
1504
Opal Wealth Advisors
New York
$400K -$3.38K -56 -0.8%
WIM
1505
WealthPlan Investment Management
Nebraska
$399K -$38.7K -641 -8%
ZWA
1506
Zinnia Wealth Advisory
Florida
$399K +$418K +6,919 New
BCM
1507
Birmingham Capital Management
Alabama
$398K
BPW
1508
Bingham Private Wealth
California
$397K +$416K +6,893 New
PWG
1509
Portside Wealth Group
Utah
$397K +$7.91K +131 +2%
SWA
1510
SFMG Wealth Advisors
Texas
$397K +$26.2K +434 +7%
CG
1511
Cynosure Group
Utah
$396K +$415K +6,875 New
WCM
1512
Winebrenner Capital Management
Kentucky
$396K
CPL
1513
CAP Partners LLC
Tennessee
$395K +$3.26K +54 +0.8%
AWM
1514
Arista Wealth Management
Nevada
$395K -$474K -7,848 -53%
MA
1515
MJP Associates
Connecticut
$395K -$63.2K -1,047 -13%
SI
1516
Severin Investments
Missouri
$395K -$23.2K -384 -5%
IWM
1517
Iams Wealth Management
Nebraska
$393K +$90K +1,490 +28%
CIA
1518
Cohen Investment Advisors
New Hampshire
$392K -$1.03K -17 -0.2%
WDL
1519
Well Done LLC
Michigan
$392K +$15.8K +261 +4%
CDWM
1520
Campbell Deegan Wealth Management
Virginia
$391K +$1.39K +23 +0.3%
WEG
1521
World Equity Group
Illinois
$391K -$168K -2,779 -29%
BA
1522
Bluesphere Advisors
Pennsylvania
$390K -$21.4K -354 -5%
FWP
1523
Firethorn Wealth Partners
Georgia
$389K -$60 -1 -0%
VCM
1524
Versant Capital Management
Arizona
$389K +$42.1K +698 +12%
MF
1525
Manchester Financial
California
$389K