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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

44% more first-time investments, than exits

New positions opened: 267 | Existing positions closed: 186

18% more repeat investments, than reductions

Existing positions increased: 981 | Existing positions reduced: 828

1% more funds holding

Funds holding: 2,3482,381 (+33)

0.94% more ownership

Funds ownership: 61.41%62.35% (+0.94%)

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
+33
Holders Change %
+1.41%
% of All Funds
28.97%
Holding in Top 10
16
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-38.46%
% of All Funds
0.19%
New
267
Increased
981
Reduced
828
Closed
186
Calls
$767M
Puts
$777M
Net Calls
-$10M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
2176
Basepoint Wealth
Iowa
$63.3K +$66.3K +1,098 New
PW
2177
Pandora Wealth
Illinois
$63.2K
BGAI
2178
Bruce G. Allen Investments
Colorado
$62.5K +$16.9K +280 +35%
VR
2179
Vision Retirement
New Jersey
$62.3K +$65.2K +1,080 New
WWA
2180
Wealth Watch Advisors
Colorado
$61.6K -$75.4K -1,249 -54%
CT
2181
Clearstead Trust
Maine
$61.6K +$40K +663 +163%
BHWM
2182
Beaird Harris Wealth Management
Texas
$61.5K
CFS
2183
CGC Financial Services
Oregon
$61.4K
CWM
2184
Copia Wealth Management
Oregon
$61.3K
Parallax Volatility Advisers
2185
Parallax Volatility Advisers
California
$61.2K -$9.76M -161,602 -99%
VWA
2186
VSM Wealth Advisory
Maryland
$61.1K +$604 +10 +1%
BLC
2187
Brown, Lisle/Cummings
Rhode Island
$60.5K
TVWM
2188
Tower View Wealth Management
Wisconsin
$60.5K +$1.03K +17 +2%
LC
2189
Lavaca Capital
Texas
$60.2K +$362 +6 +0.6%
WA
2190
Walsh & Associates
Florida
$59.6K +$62.4K +1,034 New
NECFA
2191
New England Capital Financial Advisors
Connecticut
$58.1K +$906 +15 +2%
ECM
2192
EMC Capital Management
Texas
$58K +$30.2K +500 +100%
IIM
2193
IFC & Insurance Marketing
California
$58K +$60.4K +1,000 New
MSWA
2194
Marshall & Sterling Wealth Advisors
New York
$57.7K -$8.7K -144 -13%
PP
2195
Pingora Partners
Wyoming
$57.7K
KAS
2196
Kemnay Advisory Services
New York
$55.3K +$57.9K +959 New
KFP
2197
Kerr Financial Planning
California
$54.7K +$1.03K +17 +2%
CTA
2198
Colonial Trust Advisors
South Carolina
$54K
CIAS
2199
CBIZ Investment Advisory Services
Ohio
$53.9K -$2.6K -43 -4%
PWMG
2200
Private Wealth Management Group
New Jersey
$52.8K