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Altria Group

2,329 hedge funds and large institutions have $60.1B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 970 increasing their positions, 827 reducing their positions, and 181 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:

less funds holding

Funds holding:

1% less call options, than puts

Call options by funds: $764M | Put options by funds: $771M

12% less capital invested

Capital invested by funds: $68.3B → $60.1B (-$8.25B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,329
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
$764M
Puts
$771M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
1951
Harbour Trust & Investment Management
Indiana
$217K
BAM
1952
Bellevue Asset Management
Washington
$216K
NI
1953
NDVR Inc
Massachusetts
$215K
ATC
1954
Adirondack Trust Company
New York
$214K
HW
1955
HORAN Wealth
Ohio
$214K
SFG
1956
SevenBridge Financial Group
Pennsylvania
$214K
PWP
1957
Perfromance Wealth Partners
Illinois
$213K
AWG
1958
Altus Wealth Group
Colorado
$213K
CA
1959
Cambridge Advisors
Nebraska
$213K
BBPWM
1960
Blue Bell Private Wealth Management
Pennsylvania
$213K
DLA
1961
Douglas Lane & Associates
New York
$212K
C
1962
Certuity
Florida
$212K
RPGNY
1963
Retirement Planning Group (New York)
New York
$212K
SFG
1964
SNS Financial Group
Minnesota
$212K
Members Trust
1965
Members Trust
Florida
$211K
BBNB
1966
Baker Boyer National Bank
Washington
$211K
NIM
1967
Northeast Investment Management
Massachusetts
$211K
FNFDCM
1968
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$211K
VPP
1969
Vertex Planning Partners
Illinois
$210K
KA
1970
Kozak & Associates
Colorado
$210K
TSWM
1971
Triangle Securities Wealth Management
North Carolina
$210K
JWA
1972
JFS Wealth Advisors
Pennsylvania
$210K
RPWA
1973
Regent Peak Wealth Advisors
Georgia
$209K
JF
1974
JSF Financial
California
$209K
SIS
1975
Strategic Investment Solutions
Illinois
$208K