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Altria Group

2,355 hedge funds and large institutions have $60.4B invested in Altria Group in 2025 Q4 according to their latest regulatory filings, with 249 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
2,355
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
FA
2426
Fountainhead AM
New Jersey
GWAG
2427
Garrett Wealth Advisory Group
Texas
IAS
2428
Integrity Advisory Solutions
Texas
DBRC
2429
D.B. Root & Company
Pennsylvania
FWMM
2430
Foundation Wealth Management (Missouri)
Missouri
JCM
2431
Jacobsen Capital Management
Utah
BBA
2432
Braun-Bostich & Associates
Pennsylvania
SRL
2433
Scientech Research LLC
New Jersey
GC
2434
GatePass Capital
Ohio
SCM
2435
Sunbeam Capital Management
Georgia
OC
2436
Opinicus Capital
Florida
CA
2437
Commerzbank Aktiengesellschaft
Germany
CIP
2438
Capital Insight Partners
Arizona
LWA
2439
Lineweaver Wealth Advisors
Ohio
GT
2440
GreatBanc Trust
Illinois
BWM
2441
BKM Wealth Management
Wisconsin
CA
2442
Claro Advisors
Massachusetts
SAMC
2443
Spectrum Asset Management (California)
California
ALC
2444
Alexander Labrunerie & Co
Missouri
DAM
2445
Doheny Asset Management
California
PIFP
2446
Partners in Financial Planning
Virginia
PSIWM
2447
Paradigm Strategies in Wealth Management
Minnesota
EG
2448
Ellerson Group
Maryland
PCA
2449
Peddock Capital Advisors
Massachusetts
PCM
2450
Prelude Capital Management
New York