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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
EW
1601
Expressive Wealth
Illinois
$352K +$369K +6,104 New
TPI
1602
Trust Point Inc
Wisconsin
$351K +$20.1K +333 +6%
FWM
1603
Forza Wealth Management
Florida
$349K +$53.7K +889 +17%
IDA
1604
Intelligence Driven Advisers
California
$349K +$52.4K +867 +17%
GD
1605
Grandfield & Dodd
New York
$349K
NRG
1606
Nemes Rush Group
Michigan
$348K +$7.91K +131 +2%
BFA
1607
Bright Financial Advisors
Michigan
$348K
CCT
1608
Capital City Trust
Florida
$348K -$4.53K -75 -1%
TFGT
1609
TS Financial Group (TSFG)
Illinois
$347K +$1.45K +24 +0.4%
TIA
1610
Tandem Investment Advisors
South Carolina
$347K -$11.2K -185 -3%
KCM
1611
Kornitzer Capital Management
Kansas
$346K +$11.5K +190 +3%
AWM
1612
Avior Wealth Management
Nebraska
$346K -$49.9K -826 -12%
MFG
1613
Magnus Financial Group
New York
$346K -$4.05K -67 -1%
AWAP
1614
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$345K
RC
1615
Rovin Capital
Arizona
$344K -$45.8K -759 -11%
SCM
1616
Silvant Capital Management
Georgia
$344K
SFA
1617
Souders Financial Advisors
Ohio
$343K +$61K +1,011 +20%
HPWM
1618
High Point Wealth Management
New Jersey
$343K +$359K +5,945 New
WCFA
1619
Walkner Condon Financial Advisors
Wisconsin
$343K +$7.31K +121 +2%
CAM
1620
Concorde Asset Management
Michigan
$342K +$98.9K +1,638 +38%
RG
1621
Renaissance Group
Kentucky
$342K +$5.07K +84 +1%
FNBOO
1622
First National Bank of Omaha
Nebraska
$341K +$357K +5,910 New
AIA
1623
Allied Investment Advisors
Montana
$339K +$355K +5,886 New
GWP
1624
Gateway Wealth Partners
Wisconsin
$339K +$100K +1,662 +39%
MCC
1625
Money Concepts Capital
Florida
$339K +$14.6K +242 +4%