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Altria Group

2,166 hedge funds and large institutions have $55.4B invested in Altria Group in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 841 increasing their positions, 712 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 84

18% more repeat investments, than reductions

Existing positions increased: 841 | Existing positions reduced: 712

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more funds holding

Funds holding: 1,9912,166 (+175)

7% more capital invested

Capital invested by funds: $52B → $55.4B (+$3.39B)

0.81% more ownership

Funds ownership: 59.59%60.41% (+0.81%)

34% less call options, than puts

Call options by funds: $642M | Put options by funds: $974M

Holders
2,166
Holders Change
+175
Holders Change %
+8.79%
% of All Funds
28.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
301
Increased
841
Reduced
712
Closed
84
Calls
$642M
Puts
$974M
Net Calls
-$332M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
276
AlTi Global
New York
$8.47M -$941K -17,668 -10%
MSU
277
Mizuho Securities USA
New York
$8.4M +$2.66M +49,990 +45%
GT
278
Glenmede Trust
Pennsylvania
$8.4M -$670K -12,573 -7%
Two Sigma Investments
279
Two Sigma Investments
New York
$8.36M -$45.4M -851,827 -84%
ONB
280
Old National Bancorp
Indiana
$8.29M -$746K -14,006 -8%
KWM
281
Kingsview Wealth Management
Oregon
$8.27M +$1.34M +25,192 +19%
RWM
282
Ritholtz Wealth Management
New York
$8.21M +$378K +7,089 +5%
1IA
283
1834 Investment Advisors
Wisconsin
$8.2M -$673K -12,635 -7%
CW
284
CreativeOne Wealth
Kansas
$8.13M +$1.8M +33,724 +28%
VFM
285
Viking Fund Management
North Dakota
$8.12M
IAA
286
Independent Advisor Alliance
North Carolina
$8.08M +$681K +12,789 +9%
SSG
287
Summit Securities Group
New York
$8.07M -$3.17M -59,600 -28%
USCWA
288
U.S. Capital Wealth Advisors
Texas
$7.94M -$6.46M -121,214 -44%
AAM
289
Auxier Asset Management
Oregon
$7.9M -$80.3K -1,508 -1%
SI
290
Stephens Inc
Arkansas
$7.88M -$129K -2,415 -2%
QCM
291
Quantinno Capital Management
New York
$7.87M +$2.02M +37,858 +34%
LIM
292
Longfellow Investment Management
Massachusetts
$7.85M +$1.25M +23,505 +19%
YCM
293
Yousif Capital Management
Michigan
$7.83M -$384K -7,209 -5%
FAM
294
Fred Alger Management
New York
$7.74M +$3.21M +60,266 +71%
CAM
295
Cresset Asset Management
Illinois
$7.73M -$8.52M -159,887 -52%
GVAG
296
Great Valley Advisor Group
Delaware
$7.7M -$242K -4,536 -3%
Rafferty Asset Management
297
Rafferty Asset Management
New York
$7.69M +$821K +15,411 +12%
HNB
298
Huntington National Bank
Ohio
$7.67M -$313K -5,870 -4%
WW
299
Windle Wealth
Oklahoma
$7.65M +$56.4K +1,059 +0.7%
OPERF
300
Oregon Public Employees Retirement Fund
Oregon
$7.6M -$40.6K -762 -0.5%

MO Hedge Fund Activity: Q4 2024 in Review

2,166 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2024, worth a combined $55.4B — up 6.5% from $52B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new MO positions and 84 closed out — a net gain of 217 holders — while 841 added to existing stakes and 712 trimmed.

The largest buyer was UBS Group, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $257M.

  • 2,166 institutional investors held Altria Group (MO) as of Q4 2024, up from 1,991 in Q3 2024.
  • Funds reported $55.4B of Altria Group stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 301 funds opened new Altria Group positions in Q4 2024 and 84 closed out, a net change of +217 holders.
  • The largest Altria Group buyer in Q4 2024 was UBS Group, an estimated $126M added.
  • The largest Altria Group seller in Q4 2024 was BlackRock, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.