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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
GI
1576
GAMCO Investors
Connecticut
$363K +$24.2K +401 +7%
LT
1577
Legacy Trust
Michigan
$363K +$27.8K +460 +8%
CSF
1578
Capital Squared Financial
Maryland
$363K +$33.5K +555 +10%
TFG
1579
Taylor Financial Group
Virginia
$363K
AB
1580
Atlas Brown
Kentucky
$362K -$26.3K -435 -6%
GP
1581
Geneva Partners
Wisconsin
$362K -$626K -10,362 -62%
AHC
1582
Adell Harriman & Carpenter
Texas
$362K +$1.09K +18 +0.3%
ST
1583
Somerset Trust
Pennsylvania
$361K -$23.3K -386 -6%
KA
1584
KDT Advisors
New York
$360K
KWMG
1585
King Wealth Management Group
Florida
$360K +$906 +15 +0.2%
CAAS
1586
Capital Asset Advisory Services
Michigan
$360K -$188K -3,120 -32%
DWM
1587
Diversify Wealth Management
Utah
$359K +$37.6K +623 +12%
CWA
1588
Carolina Wealth Advisors
South Carolina
$358K +$95.7K +1,585 +34%
S
1589
SimplyRich
California
$358K -$6.64K -110 -2%
CA
1590
Carson Advisory
Georgia
$358K +$181 +3 +0%
MCM
1591
MV Capital Management
Maryland
$358K +$302 +5 +0.1%
WWM
1592
Walser Wealth Management
Florida
$357K +$374K +6,199 New
WDA
1593
Wendell David Associates
New Hampshire
$356K -$57.9K -959 -13%
FGWP
1594
Founders Grove Wealth Partners
Virginia
$355K +$22.7K +376 +7%
LIP
1595
Lighthouse Investment Partners
Florida
$355K +$77.8K +1,288 +26%
RFP
1596
Root Financial Partners
California
$354K +$69.1K +1,145 +23%
TWA
1597
Trace Wealth Advisors
California
$354K +$2.9K +48 +0.8%
IAG
1598
Investment Advisory Group
Massachusetts
$354K -$9.54K -158 -3%
FFBTD
1599
First Financial Bank - Trust Division
Ohio
$352K -$67.9K -1,125 -16%
WF
1600
Wayfinding Financial
Washington
$352K -$14.4K -238 -4%