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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
PAG
2001
Poinciana Advisors Group
Florida
$201K
DIP
2002
DT Investment Partners
Pennsylvania
$201K
HI
2003
Hudock Inc
Pennsylvania
$200K
NFG
2004
Nadler Financial Group
Illinois
$200K
MNA
2005
Manning & Napier Advisors
New York
$200K
ITIM
2006
Indiana Trust & Investment Management
Indiana
$199K
ISWM
2007
Intesa Sanpaolo Wealth Management
$193K
CM
2008
Capula Management
Cayman Islands
$192K
TCM
2009
Triumph Capital Management
Colorado
$190K
PP
2010
PFS Partners
New Jersey
$189K
IRC
2011
Investors Research Corp
Georgia
$189K
SHF
2012
Safe Harbor Fiduciary
Florida
$188K
TIM
2013
Thompson Investment Management
Wisconsin
$187K
FMTCOCP
2014
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$187K
KFI
2015
Key Financial Inc
Pennsylvania
$186K
GAFA
2016
Garton & Associates Financial Advisors
Kentucky
$185K
CSPIA
2017
Cary Street Partners Investment Advisory
Virginia
$183K
EBA
2018
Eagle Bay Advisors
New York
$183K
Kayne Anderson Rudnick Investment Management
2019
Kayne Anderson Rudnick Investment Management
California
$183K
PAM
2020
Parvin Asset Management
South Dakota
$177K
WA
2021
Whipplewood Advisors
Colorado
$176K
CBT
2022
Crews Bank & Trust
Florida
$175K
FC
2023
Fairscale Capital
New Hampshire
$174K
JEST
2024
JTC Employer Solutions Trustee
Jersey
$173K
CCMW
2025
Cypress Capital Management (Wyoming)
Wyoming
$170K