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Altria Group

2,243 hedge funds and large institutions have $60.3B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 997 increasing their positions, 769 reducing their positions, and 113 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $63B → $60.3B (-$2.75B)

1.13% less ownership

Funds ownership: 62.06%60.93% (-1.1%)

34% less funds holding in top 10

Funds holding in top 10: 2919 (-10)

Holders
2,243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$899M
Puts
$759M
Net Calls
Net Calls Change

Top Buyers

1 +$595M
2 +$367M
3 +$160M
4
N
Nuveen
North Carolina
+$145M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.8M

Top Sellers

1 -$1.75B
2 -$209M
3 -$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$137M
5
BlackRock
BlackRock
New York
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1976
GHP Investment Advisors
Colorado
$150K
ARMT
1977
Amica Retiree Medical Trust
Rhode Island
$150K
RMC
1978
Resources Management Corp
Connecticut
$149K
BFPW
1979
BOK Financial Private Wealth
Colorado
$143K
CPG
1980
Cornerstone Planning Group
New Jersey
$141K
AA
1981
Addison Advisors
Vermont
$141K
FMB
1982
Field & Main Bank
Kentucky
$141K
1NWS
1983
1 North Wealth Services
Maryland
$140K
FDW
1984
Fourth Dimension Wealth
Ohio
$138K
POIA
1985
Pin Oak Investment Advisors
Texas
$136K
TCM
1986
Traub Capital Management
Massachusetts
$133K
AW
1987
Avion Wealth
Texas
$131K
SPF
1988
South Plains Financial
Texas
$131K
KTC
1989
Kentucky Trust Company
Kentucky
$129K
CHC
1990
City Holding Co
West Virginia
$128K
IRAG
1991
Investment Research & Advisory Group
Georgia
$127K
BFS
1992
Burkett Financial Services
South Carolina
$126K
QWM
1993
Quaker Wealth Management
New Jersey
$125K
WAS
1994
Winch Advisory Services
Wisconsin
$125K
SGC
1995
Slocum, Gordon & Co
Rhode Island
$124K
MTIC
1996
Missouri Trust & Investment Company
Missouri
$123K
LFASL
1997
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
CWM
1998
CarsonAllaria Wealth Management
Illinois
$122K
CAM
1999
Costello Asset Management
Pennsylvania
$121K
M
2000
MOTCO
Texas
$120K