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Altria Group

2,381 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 981 increasing their positions, 828 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 funds holding

Funds holding:

more ownership

Funds ownership:

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 (-$7.92B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,381
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
KA
2001
Kozak & Associates
Colorado
$210K
TSWM
2002
Triangle Securities Wealth Management
North Carolina
$210K
USB
2003
Union Savings Bank
Connecticut
$210K
JWA
2004
JFS Wealth Advisors
Pennsylvania
$210K
RPWA
2005
Regent Peak Wealth Advisors
Georgia
$209K
JF
2006
JSF Financial
California
$209K
SIS
2007
Strategic Investment Solutions
Illinois
$208K
NAS
2008
NWF Advisory Services
California
$208K
BMC
2009
Benin Management Corp
Connecticut
$208K
MKC
2010
M. Kraus & Co
Vermont
$208K
SPWM
2011
Smith Partners Wealth Management
North Carolina
$208K
EWA
2012
Emergent Wealth Advisors
New York
$208K
GWMIA
2013
Global Wealth Management Investment Advisory
Florida
$207K
ILI
2014
Invesco LLC (Illinois)
Illinois
$207K
SFG
2015
Shum Financial Group
California
$206K
AWM
2016
Aries Wealth Management
Maine
$206K
WAOTB
2017
Wealth Advisors of Tampa Bay
Florida
$206K
FDCP
2018
Foster Dykema Cabot & Partners
Massachusetts
$206K
TWA
2019
Talisman Wealth Advisors
New Jersey
$205K
CA
2020
CapWealth Advisors
Tennessee
$205K
SHFA
2021
SS&H Financial Advisors
Michigan
$205K
PSB
2022
Piscataqua Savings Bank
New Hampshire
$204K
WP
2023
WealthShield Partners
North Carolina
$204K
DHC
2024
Drum Hill Capital
Connecticut
$204K
OCPWS
2025
One Charles Private Wealth Services
Massachusetts
$203K