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Altria Group

2,325 hedge funds and large institutions have $60.1B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 970 increasing their positions, 825 reducing their positions, and 181 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:

less funds holding

Funds holding:

1% less call options, than puts

Call options by funds: $764M | Put options by funds: $771M

12% less capital invested

Capital invested by funds: $68.3B → $60.1B (-$8.25B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,325
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
$764M
Puts
$771M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
2001
Nadler Financial Group
Illinois
$200K
MNA
2002
Manning & Napier Advisors
New York
$200K
ITIM
2003
Indiana Trust & Investment Management
Indiana
$199K
ISWM
2004
Intesa Sanpaolo Wealth Management
$193K
CM
2005
Capula Management
Cayman Islands
$192K
TCM
2006
Triumph Capital Management
Colorado
$190K
PP
2007
PFS Partners
New Jersey
$189K
IRC
2008
Investors Research Corp
Georgia
$189K
SHF
2009
Safe Harbor Fiduciary
Florida
$188K
TIM
2010
Thompson Investment Management
Wisconsin
$187K
FMTCOCP
2011
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$187K
KFI
2012
Key Financial Inc
Pennsylvania
$186K
GAFA
2013
Garton & Associates Financial Advisors
Kentucky
$185K
CSPIA
2014
Cary Street Partners Investment Advisory
Virginia
$183K
EBA
2015
Eagle Bay Advisors
New York
$183K
Kayne Anderson Rudnick Investment Management
2016
Kayne Anderson Rudnick Investment Management
California
$183K
PAM
2017
Parvin Asset Management
South Dakota
$177K
WA
2018
Whipplewood Advisors
Colorado
$176K
CBT
2019
Crews Bank & Trust
Florida
$175K
FC
2020
Fairscale Capital
New Hampshire
$174K
JEST
2021
JTC Employer Solutions Trustee
Jersey
$173K
CCMW
2022
Cypress Capital Management (Wyoming)
Wyoming
$170K
TLA
2023
Tanglewood Legacy Advisors
Texas
$169K
M
2024
MOTCO
Texas
$167K
Q1WB
2025
Quest 10 Wealth Builders
Virginia
$167K