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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
BFS
2301
Beacon Financial Strategies
North Carolina
$7.38K
MA
2302
Modus Advisors
Minnesota
$7.21K
KG
2303
Kilter Group
New York
$7.15K
BFS
2304
Bare Financial Services
Pennsylvania
$7.15K
NWS
2305
Nvest Wealth Strategies
Ohio
$6.92K
EF
2306
Entrust Financial
Pennsylvania
$6.46K
BHWM
2307
Bay Harbor Wealth Management
Maryland
$5.99K
HC
2308
Hara Capital
Washington
$5.87K
JGCM
2309
Joseph Group Capital Management
Ohio
$5.82K
CAC
2310
Core Alternative Capital
Georgia
$5.77K
RTL
2311
Red Tortoise LLC
Georgia
$5.77K
NRWA
2312
North Ridge Wealth Advisors
Oregon
$5.77K
QPBE
2313
Quintet Private Bank (Europe)
Luxembourg
$5.77K
SA
2314
Seneschal Advisors
Washington
$5.77K
CP
2315
Camelot Portfolios
Ohio
$5.77K
SRCM
2316
Signature Resources Capital Management
California
$5.59K
HNW
2317
High Note Wealth
Minnesota
$4.9K
SA
2318
Strategic Advocates
Utah
$4.62K
PWA
2319
Principia Wealth Advisory
Texas
$4.5K
SC
2320
Swan Capital
Florida
$4.33K
WA
2321
WestEnd Advisors
North Carolina
$4.15K
AS
2322
Altshuler Shaham
Israel
$4.04K
IAS
2323
IMA Advisory Services
Colorado
$3.99K
NWM
2324
Nova Wealth Management
Florida
$3.83K
Ninety One (UK)
2325
Ninety One (UK)
United Kingdom
$3.58K