MO icon

Altria Group

2,243 hedge funds and large institutions have $60.3B invested in Altria Group in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 997 increasing their positions, 769 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 → $60.3B (-$2.75B)

1.13% less ownership

Funds ownership: 62.06%60.93% (-1.1%)

34% less funds holding in top 10

Funds holding in top 10: 2919 (-10)

Holders
2,243
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 Buyers

1 +$595M
2 +$367M
3 +$160M
4
N
Nuveen
North Carolina
+$145M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.8M

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
SNB
2001
Security National Bank
Nebraska
$119K
ETS
2002
ESL Trust Services
New York
$117K
GKIM
2003
GW&K Investment Management
Massachusetts
$117K
GWP
2004
Gen-Wealth Partners
Michigan
$114K
MPW
2005
MASECO Private Wealth
$111K
ZBNA
2006
Zions Bancorporation, National Association
Utah
$108K
OCM
2007
Orion Capital Management
California
$106K
VWM
2008
Vermillion Wealth Management
Minnesota
$106K
CTWM
2009
Cherry Tree Wealth Management
Minnesota
$105K
MEG
2010
Millstone Evans Group
Colorado
$105K
CWA
2011
Carolina Wealth Advisors
South Carolina
$104K
CFD
2012
Creative Financial Designs
Indiana
$103K
PG
2013
Proffitt & Goodson
Tennessee
$101K
BIA
2014
Bell Investment Advisors
California
$97.5K
AFG
2015
Albion Financial Group
Utah
$97.4K
PCFFS
2016
Pacific Center for Financial Services
California
$93.9K
EDRH
2017
Edmond de Rothschild Holding
Switzerland
$93.8K
ATC
2018
Advantage Trust Company
Kansas
$93.8K
HWM
2019
Hemington Wealth Management
Virginia
$93K
BC
2020
Barrett & Company
Rhode Island
$92.9K
MHR
2021
Matthew Hamilton Rosenberg
$92.4K
BL
2022
BFSG LLC
California
$92.3K
TFIPS
2023
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92K
SAM
2024
S.A. Mason
Michigan
$91.8K
WCM
2025
Westend Capital Management
California
$91.7K