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Altria Group

2,353 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 975 increasing their positions, 827 reducing their positions, and 186 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:

more funds holding

Funds holding:

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 (-$7.93B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,353
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
$767M
Puts
$777M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1976
Blue Bell Private Wealth Management
Pennsylvania
$213K
DLA
1977
Douglas Lane & Associates
New York
$212K
C
1978
Certuity
Florida
$212K
RPGNY
1979
Retirement Planning Group (New York)
New York
$212K
SFG
1980
SNS Financial Group
Minnesota
$212K
Members Trust
1981
Members Trust
Florida
$211K
BBNB
1982
Baker Boyer National Bank
Washington
$211K
NIM
1983
Northeast Investment Management
Massachusetts
$211K
FNFDCM
1984
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$211K
VPP
1985
Vertex Planning Partners
Illinois
$210K
KA
1986
Kozak & Associates
Colorado
$210K
TSWM
1987
Triangle Securities Wealth Management
North Carolina
$210K
USB
1988
Union Savings Bank
Connecticut
$210K
JWA
1989
JFS Wealth Advisors
Pennsylvania
$210K
RPWA
1990
Regent Peak Wealth Advisors
Georgia
$209K
JF
1991
JSF Financial
California
$209K
SIS
1992
Strategic Investment Solutions
Illinois
$208K
NAS
1993
NWF Advisory Services
California
$208K
BMC
1994
Benin Management Corp
Connecticut
$208K
MKC
1995
M. Kraus & Co
Vermont
$208K
SPWM
1996
Smith Partners Wealth Management
North Carolina
$208K
EWA
1997
Emergent Wealth Advisors
New York
$208K
GWMIA
1998
Global Wealth Management Investment Advisory
Florida
$207K
ILI
1999
Invesco LLC (Illinois)
Illinois
$207K
SFG
2000
Shum Financial Group
California
$206K