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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
GWWM
1676
Great Waters Wealth Management
Minnesota
$314K
FDDB
1677
Fidelity D&D Bancorp
Pennsylvania
$313K -$49.3K -817 -13%
EA
1678
Everpar Advisors
Oklahoma
$313K -$23.7K -393 -7%
SWM
1679
Sterling Wealth Management
Illinois
$313K +$327K +5,421 New
GP
1680
Greenline Partners
New York
$312K
LGW
1681
Leslie Global Wealth
Illinois
$312K -$1.03K -17 -0.3%
ME
1682
McIlrath & Eck
Washington
$312K -$4.71K -78 -1%
OWP
1683
Obermeyer Wealth Partners
Colorado
$312K -$135K -2,228 -29%
SWIM
1684
Smallwood Wealth Investment Management
New Jersey
$312K
BHIA
1685
Birch Hill Investment Advisors
Massachusetts
$311K -$86.6K -1,434 -21%
HBT
1686
Hills Bank & Trust
Iowa
$311K +$60.3K +999 +23%
EFG
1687
Everhart Financial Group
Ohio
$311K -$16.1K -267 -5%
CCM
1688
CFO Capital Management
Connecticut
$311K +$326K +5,393 New
NPFS
1689
Novak & Powell Financial Services
Florida
$310K +$845 +14 +0.3%
BRWM
1690
Blue Rock Wealth Management
North Carolina
$310K
AP
1691
Americana Partners
Texas
$310K +$67K +1,110 +26%
Empower Advisory Group
1692
Empower Advisory Group
Colorado
$309K -$226K -3,751 -41%
WETS
1693
Wealth Enhancement Trust Services
South Dakota
$309K +$324K +5,359 New
RFS
1694
Richardson Financial Services
Massachusetts
$309K +$39.9K +660 +14%
EIM
1695
Ervin Investment Management
Washington
$309K -$6.04K -100 -2%
ACA
1696
American Capital Advisory
Idaho
$308K +$57.5K +952 +22%
GW
1697
Griffith & Werner
Georgia
$308K -$4.89K -81 -1%
KOC
1698
Koss-Olinger Consulting
Florida
$308K -$763K -12,639 -70%
1WM
1699
1900 Wealth Management
Texas
$308K +$4.41K +73 +1%
SSC
1700
Syverson Strege & Co
Iowa
$308K -$39.5K -654 -11%