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Altria Group

2,479 hedge funds and large institutions have $68.5B invested in Altria Group in 2026 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 997 increasing their positions, 884 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

13% more repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 884

4% more funds holding

Funds holding: 2,3812,479 (+98)

0.31% less ownership

Funds ownership: 62.35%62.04% (-0.31%)

Holders
2,479
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
$947M
Puts
$765M
Net Calls
Net Calls Change

Top Buyers

1 +$871M
2 +$271M
3 +$234M
4
Morgan Stanley
Morgan Stanley
New York
+$138M
5
N
Nuveen
North Carolina
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
2001
JSF Financial
California
$239K
FNFDCM
2002
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$239K
CA
2003
Crumly & Associates
Illinois
$239K
PRTG
2004
Post Resch Tallon Group
New York
$239K
TSWM
2005
Triangle Securities Wealth Management
North Carolina
$238K
DAS
2006
Daybright Advisory Services
Florida
$238K
BMC
2007
Benin Management Corp
Connecticut
$238K
SPWM
2008
Smith Partners Wealth Management
North Carolina
$238K
SCA
2009
Stokes Capital Advisors
South Carolina
$238K
RIG
2010
Ramiah Investment Group
Wisconsin
$237K
ILI
2011
Invesco LLC (Illinois)
Illinois
$237K
CA
2012
CapWealth Advisors
Tennessee
$237K
WCG
2013
Weaver Consulting Group
California
$237K
AIM
2014
Axiom Investment Management
New York
$237K
RWP
2015
Revolve Wealth Partners
New Jersey
$236K
SFG
2016
Shum Financial Group
California
$236K
CWM
2017
Chesapeake Wealth Management
Virginia
$236K
DBRC
2018
D.B. Root & Company
Pennsylvania
$236K
AWM
2019
Aries Wealth Management
Maine
$236K
PDL
2020
Portfolio Design Labs
California
$235K
AWA
2021
ARQ Wealth Advisors
Arizona
$235K
PSB
2022
Piscataqua Savings Bank
New Hampshire
$235K
FDCP
2023
Foster Dykema Cabot & Partners
Massachusetts
$235K
OCPWS
2024
One Charles Private Wealth Services
Massachusetts
$234K
Walleye Capital
2025
Walleye Capital
New York
$233K