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Altria Group

2,355 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 249 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
2,355
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
SFG
2001
Shum Financial Group
California
$206K
AWM
2002
Aries Wealth Management
Maine
$206K
WAOTB
2003
Wealth Advisors of Tampa Bay
Florida
$206K
FDCP
2004
Foster Dykema Cabot & Partners
Massachusetts
$206K
TWA
2005
Talisman Wealth Advisors
New Jersey
$205K
CA
2006
CapWealth Advisors
Tennessee
$205K
SHFA
2007
SS&H Financial Advisors
Michigan
$205K
PSB
2008
Piscataqua Savings Bank
New Hampshire
$204K
WP
2009
WealthShield Partners
North Carolina
$204K
DHC
2010
Drum Hill Capital
Connecticut
$204K
OCPWS
2011
One Charles Private Wealth Services
Massachusetts
$203K
WA
2012
WESPAC Advisors
California
$202K
ISL
2013
Ingalls & Snyder LLC
New York
$202K
Cohen & Steers
2014
Cohen & Steers
New York
$202K
APW
2015
Acima Private Wealth
Virginia
$202K
AI
2016
AdvisorShares Investments
Maryland
$202K
TCOO
2017
Trust Company of Oklahoma
Oklahoma
$202K
GKWIM
2018
Gerber Kawasaki Wealth & Investment Management
California
$201K
RSA
2019
River Street Advisors
Illinois
$201K
PAG
2020
Poinciana Advisors Group
Florida
$201K
DIP
2021
DT Investment Partners
Pennsylvania
$201K
HI
2022
Hudock Inc
Pennsylvania
$200K
NFG
2023
Nadler Financial Group
Illinois
$200K
MNA
2024
Manning & Napier Advisors
New York
$200K
ITIM
2025
Indiana Trust & Investment Management
Indiana
$199K