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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
CFCI
1626
Comprehensive Financial Consultants Institutional
Indiana
$338K -$362 -6 -0.1%
LWPC
1627
Legacy Wealth Partners (Colorado)
Colorado
$337K +$353K +5,847 New
UCB
1628
United Community Bank
South Carolina
$337K -$342K -5,665 -49%
VFPW
1629
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K +$13.6K +226 +4%
1SB
1630
1ST Source Bank
Indiana
$336K
RF
1631
Roxbury Financial
New Jersey
$335K +$8.09K +134 +2%
DC
1632
Defender Capital
North Carolina
$335K +$351K +5,810 New
WPW
1633
Winthrop Partners - WNY
New York
$334K +$350K +5,800 New
CL
1634
COWA LLC
Oklahoma
$334K
HIIFS
1635
Harel Insurance Investments & Financial Services
Israel
$334K -$133K -2,205 -28%
SPWG
1636
Sage Private Wealth Group
Illinois
$334K +$18.5K +306 +6%
APW
1637
Austin Private Wealth
Texas
$333K +$10.6K +175 +3%
AIFAIM
1638
American Institute for Advanced Investment Management
Arizona
$332K
RWP
1639
Ridgecrest Wealth Partners
California
$332K +$604 +10 +0.2%
TA
1640
TrueWealth Advisors
Alabama
$332K +$5.68K +94 +2%
OL
1641
Optas LLC
Texas
$331K +$49.5K +820 +17%
BOPW
1642
Brandywine Oak Private Wealth
Pennsylvania
$331K +$6.82K +113 +2%
MAM
1643
MWA Asset Management
Massachusetts
$331K +$28.4K +470 +9%
TAM
1644
Tucker Asset Management
Colorado
$331K +$346K +5,735 New
OFS
1645
OneAscent Financial Services
Alabama
$330K -$51.6K -854 -13%
CH
1646
Cromwell Holdings
Wyoming
$330K
OAG
1647
Oakmont Advisory Group
New Mexico
$329K +$345K +5,707 New
PFSC
1648
Peoples Financial Services Corp
Pennsylvania
$328K -$48.3K -800 -12%
EFSCE
1649
Enterprise Financial Services Corp (EFSC)
Missouri
$328K -$46.4K -769 -12%
JE
1650
Jacobs Equity
Utah
$327K +$342K +5,663 New