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Altria Group

2,325 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, 825 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
2,325
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
EWA
1976
Emergent Wealth Advisors
New York
$208K
GWMIA
1977
Global Wealth Management Investment Advisory
Florida
$207K
ILI
1978
Invesco LLC (Illinois)
Illinois
$207K
SFG
1979
Shum Financial Group
California
$206K
AWM
1980
Aries Wealth Management
Maine
$206K
WAOTB
1981
Wealth Advisors of Tampa Bay
Florida
$206K
FDCP
1982
Foster Dykema Cabot & Partners
Massachusetts
$206K
TWA
1983
Talisman Wealth Advisors
New Jersey
$205K
CA
1984
CapWealth Advisors
Tennessee
$205K
SHFA
1985
SS&H Financial Advisors
Michigan
$205K
PSB
1986
Piscataqua Savings Bank
New Hampshire
$204K
WP
1987
WealthShield Partners
North Carolina
$204K
DHC
1988
Drum Hill Capital
Connecticut
$204K
OCPWS
1989
One Charles Private Wealth Services
Massachusetts
$203K
WA
1990
WESPAC Advisors
California
$202K
ISL
1991
Ingalls & Snyder LLC
New York
$202K
Cohen & Steers
1992
Cohen & Steers
New York
$202K
APW
1993
Acima Private Wealth
Virginia
$202K
AI
1994
AdvisorShares Investments
Maryland
$202K
TCOO
1995
Trust Company of Oklahoma
Oklahoma
$202K
GKWIM
1996
Gerber Kawasaki Wealth & Investment Management
California
$201K
RSA
1997
River Street Advisors
Illinois
$201K
PAG
1998
Poinciana Advisors Group
Florida
$201K
DIP
1999
DT Investment Partners
Pennsylvania
$201K
HI
2000
Hudock Inc
Pennsylvania
$200K