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Altria Group

2,144 hedge funds and large institutions have $55.1B invested in Altria Group in 2024 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 837 increasing their positions, 708 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+166
Holders Change %
+8.39%
% of All Funds
28.54%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
290
Increased
837
Reduced
708
Closed
82
Calls
$642M
Puts
$974M
Net Calls
-$332M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
2001
Bellwether Advisors
Nebraska
$37.8K +$37.8K +722 New
PA
2002
Pineridge Advisors
Missouri
$37.6K +$3.61K +69 +11%
BFP
2003
Briaud Financial Planning
Texas
$37K +$37K +710 New
CIAS
2004
CBIZ Investment Advisory Services
Ohio
$36.4K +$32.8K +627 +896%
IHWM
2005
Iron Horse Wealth Management
Iowa
$34.8K +$52 +1 +0.2%
IWP
2006
IAG Wealth Partners
Wisconsin
$34.3K -$9.78K -187 -22%
BCA
2007
Bray Capital Advisors
Florida
$34K
RWM
2008
Ruedi Wealth Management
Illinois
$34K
AWM
2009
AllSquare Wealth Management
New York
$33.7K
BCM
2010
Basso Capital Management
Connecticut
$33.2K
PS
2011
Pinney & Scofield
Massachusetts
$33K +$33K +631 New
BP
2012
BNP Paribas
France
$32.9K
PC
2013
Promus Capital
Illinois
$32.9K +$32.9K +630 New
AAG
2014
Accordant Advisory Group
Maryland
$32.7K
SWM
2015
Sanctuary Wealth Management
Idaho
$32.1K
MIM
2016
Marshall Investment Management
Colorado
$31.8K +$31.8K +624 New
AT
2017
Arlington Trust
Alabama
$31.4K
MCA
2018
Maryland Capital Advisors
Maryland
$31.3K +$418 +8 +1%
PCWA
2019
Pacific Capital Wealth Advisors
California
$31.2K
TWD
2020
True Wealth Design
Ohio
$30.8K +$941 +18 +3%
WPA
2021
West Paces Advisors
Georgia
$30.3K
FMP
2022
Financial Management Professionals
Texas
$29.9K +$1.99K +38 +7%
CCA
2023
Criterion Capital Advisors
Tennessee
$29.6K
LIS
2024
Legacy Investment Solutions
Idaho
$29.3K -$2.74K -52 -9%
LWMI
2025
Legacy Wealth Management (Idaho)
Idaho
$29.3K -$2.74K -52 -9%