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Altria Group

2,232 hedge funds and large institutions have $60.2B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 990 increasing their positions, 766 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 → $60.2B (-$2.78B)

1.15% less ownership

Funds ownership: 62.06%60.91% (-1.2%)

34% less funds holding in top 10

Funds holding in top 10: 2919 (-10)

Holders
2,232
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 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
CFD
2001
Creative Financial Designs
Indiana
$103K
PG
2002
Proffitt & Goodson
Tennessee
$101K
BIA
2003
Bell Investment Advisors
California
$97.5K
AFG
2004
Albion Financial Group
Utah
$97.4K
PCFFS
2005
Pacific Center for Financial Services
California
$93.9K
EDRH
2006
Edmond de Rothschild Holding
Switzerland
$93.8K
ATC
2007
Advantage Trust Company
Kansas
$93.8K
HWM
2008
Hemington Wealth Management
Virginia
$93K
BC
2009
Barrett & Company
Rhode Island
$92.9K
MHR
2010
Matthew Hamilton Rosenberg
$92.4K
BL
2011
BFSG LLC
California
$92.3K
TFIPS
2012
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92K
SAM
2013
S.A. Mason
Michigan
$91.8K
WCM
2014
Westend Capital Management
California
$91.7K
RWM
2015
Rialto Wealth Management
New York
$90.9K
EWM
2016
Evermay Wealth Management
Virginia
$90.5K
VWA
2017
VSM Wealth Advisory
Maryland
$89.5K
TPWA
2018
Twin Peaks Wealth Advisors
California
$88.8K
AWM
2019
Activest Wealth Management
Florida
$88.4K
OLVIG
2020
Oliver Lagore Vanvalin Investment Group
Michigan
$88.1K
AWM
2021
Atticus Wealth Management
Florida
$86.5K
SA
2022
Scarborough Advisors
Maryland
$86.4K
PCTC
2023
Perkins Coie Trust Company
Washington
$85.6K
CWM
2024
Cranbrook Wealth Management
Michigan
$84.8K
DF
2025
Dunhill Financial
United Kingdom
$84.7K