MO icon

Altria Group

2,353 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 975 increasing their positions, 827 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 ownership

Funds ownership:

more funds holding

Funds holding:

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 (-$7.93B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

Holders
2,353
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
AWM
2001
Aries Wealth Management
Maine
$206K
WAOTB
2002
Wealth Advisors of Tampa Bay
Florida
$206K
FDCP
2003
Foster Dykema Cabot & Partners
Massachusetts
$206K
TWA
2004
Talisman Wealth Advisors
New Jersey
$205K
CA
2005
CapWealth Advisors
Tennessee
$205K
SHFA
2006
SS&H Financial Advisors
Michigan
$205K
PSB
2007
Piscataqua Savings Bank
New Hampshire
$204K
WP
2008
WealthShield Partners
North Carolina
$204K
DHC
2009
Drum Hill Capital
Connecticut
$204K
OCPWS
2010
One Charles Private Wealth Services
Massachusetts
$203K
WA
2011
WESPAC Advisors
California
$202K
ISL
2012
Ingalls & Snyder LLC
New York
$202K
Cohen & Steers
2013
Cohen & Steers
New York
$202K
APW
2014
Acima Private Wealth
Virginia
$202K
AI
2015
AdvisorShares Investments
Maryland
$202K
TCOO
2016
Trust Company of Oklahoma
Oklahoma
$202K
GKWIM
2017
Gerber Kawasaki Wealth & Investment Management
California
$201K
RSA
2018
River Street Advisors
Illinois
$201K
PAG
2019
Poinciana Advisors Group
Florida
$201K
DIP
2020
DT Investment Partners
Pennsylvania
$201K
HI
2021
Hudock Inc
Pennsylvania
$200K
NFG
2022
Nadler Financial Group
Illinois
$200K
MNA
2023
Manning & Napier Advisors
New York
$200K
ITIM
2024
Indiana Trust & Investment Management
Indiana
$199K
ISWM
2025
Intesa Sanpaolo Wealth Management
$193K