MO icon

Altria Group

2,327 hedge funds and large institutions have $68.3B invested in Altria Group in 2025 Q3 according to their latest regulatory filings, with 230 funds opening new positions, 999 increasing their positions, 758 reducing their positions, and 106 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

3% more funds holding

Funds holding: 2,2532,327 (+74)

0.15% more ownership

Funds ownership: 61.24%61.38% (+0.15%)

16% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.01B

Holders
2,327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$851M
Puts
$1.01B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2001
Affinity Wealth Management
Delaware
$212K
SSI
2002
Scott & Selber Inc
Texas
$212K
EWM
2003
Edge Wealth Management
New York
$211K
CCM
2004
Chickasaw Capital Management
Tennessee
$211K
BA
2005
Birinyi Associates
Connecticut
$211K
MC
2006
Mathes Company
New York
$211K
CSPIA
2007
Cary Street Partners Investment Advisory
Virginia
$211K
FWA
2008
FSM Wealth Advisors
Ohio
$211K
LFG
2009
Lockerman Financial Group
California
$210K
KA
2010
Kozak & Associates
Colorado
$210K
SFB
2011
STAR Financial Bank
Indiana
$210K
LA
2012
Latitude Advisors
Florida
$210K
EBA
2013
Eagle Bay Advisors
New York
$209K
RW
2014
Rede Wealth
Virginia
$209K
SCA
2015
Stonebridge Capital Advisors
Minnesota
$208K
Kayne Anderson Rudnick Investment Management
2016
Kayne Anderson Rudnick Investment Management
California
$208K
AL
2017
ADE LLC
Maryland
$208K
DBIA
2018
Dumont & Blake Investment Advisors
New Jersey
$208K
ACA
2019
Aspire Capital Advisors
Washington
$208K
BWP
2020
Bernardo Wealth Planning
Pennsylvania
$207K
GSIS
2021
Global Strategic Investment Solutions
Arizona
$206K
BCG
2022
Bravias Capital Group
New Jersey
$206K
GWM
2023
Gibbs Wealth Management
Georgia
$206K
TI
2024
tru Independence
Oregon
$205K
MIM
2025
Moseley Investment Management
Florida
$205K