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Altria Group

2,353 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 975 increasing their positions, 827 reducing their positions, and 186 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 ownership

Funds ownership:

more funds holding

Funds holding:

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 (-$7.93B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$767M
Puts
$777M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1576
Diversify Wealth Management
Utah
$359K
CWA
1577
Carolina Wealth Advisors
South Carolina
$358K
S
1578
SimplyRich
California
$358K
CA
1579
Carson Advisory
Georgia
$358K
MCM
1580
MV Capital Management
Maryland
$358K
WWM
1581
Walser Wealth Management
Florida
$357K
WDA
1582
Wendell David Associates
New Hampshire
$356K
FGWP
1583
Founders Grove Wealth Partners
Virginia
$355K
LIP
1584
Lighthouse Investment Partners
Florida
$355K
RFP
1585
Root Financial Partners
California
$354K
TWA
1586
Trace Wealth Advisors
California
$354K
IAG
1587
Investment Advisory Group
Massachusetts
$354K
FFBTD
1588
First Financial Bank - Trust Division
Ohio
$352K
WF
1589
Wayfinding Financial
Washington
$352K
EW
1590
Expressive Wealth
Illinois
$352K
TPI
1591
Trust Point Inc
Wisconsin
$351K
FWM
1592
Forza Wealth Management
Florida
$349K
IDA
1593
Intelligence Driven Advisers
California
$349K
GD
1594
Grandfield & Dodd
New York
$349K
NRG
1595
Nemes Rush Group
Michigan
$348K
BFA
1596
Bright Financial Advisors
Michigan
$348K
CCT
1597
Capital City Trust
Florida
$348K
TFGT
1598
TS Financial Group (TSFG)
Illinois
$347K
TIA
1599
Tandem Investment Advisors
South Carolina
$347K
KCM
1600
Kornitzer Capital Management
Kansas
$346K