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Altria Group

2,249 hedge funds and large institutions have $60.6B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 771 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $63.3B → $60.6B (-$2.75B)

1.13% less ownership

Funds ownership: 62.34%61.21% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 3020 (-10)

Holders
2,249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$899M
Puts
$759M
Net Calls
Net Calls Change

Top Buyers

1 +$595M
2 +$367M
3 +$160M
4
N
Nuveen
North Carolina
+$145M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.8M

Top Sellers

1 -$1.75B
2 -$209M
3 -$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$137M
5
BlackRock
BlackRock
New York
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1576
Wells Trecaso Financial Group
Ohio
$338K
CSC
1577
Caldwell Sutter Capital
California
$337K
RWP
1578
Ridgecrest Wealth Partners
California
$337K
CH
1579
Cromwell Holdings
Wyoming
$335K
EA
1580
Everpar Advisors
Oklahoma
$335K
RFA
1581
Register Financial Advisors
Georgia
$335K
AWM
1582
Aberdeen Wealth Management
Illinois
$333K
SEIA
1583
Signature Estate & Investment Advisors
California
$332K
BHWM
1584
Bar Harbor Wealth Management
New Hampshire
$332K
RF
1585
Roxbury Financial
New Jersey
$332K
VCM
1586
Versant Capital Management
Arizona
$331K
VA
1587
Valmark Advisers
Ohio
$331K
APW
1588
Austin Private Wealth
Texas
$331K
GWANC
1589
Guardian Wealth Advisors (North Carolina)
North Carolina
$330K
EIA
1590
Edgemoor Investment Advisors
Maryland
$330K
FGWP
1591
Founders Grove Wealth Partners
Virginia
$329K
KCM
1592
Kornitzer Capital Management
Kansas
$329K
IDA
1593
Intelligence Driven Advisers
California
$329K
FFP
1594
Forbes Financial Planning
Rhode Island
$328K
PIM
1595
Penobscot Investment Management
Massachusetts
$328K
TA
1596
TrueWealth Advisors
Alabama
$327K
FBT
1597
First Bankers Trust
Kentucky
$327K
GPWM
1598
Grant Private Wealth Management
California
$326K
CCB
1599
Country Club Bank
Missouri
$325K
WMA
1600
Wealth Management Associates
New Jersey
$325K