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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
Vontobel Holding
476
Vontobel Holding
Switzerland
$3.35M -$162K -3,035 -5%
APF
477
Alaska Permanent Fund
Alaska
$3.34M
GT
478
Glenview Trust
Kentucky
$3.34M -$328K -6,156 -9%
PI
479
PFG Investments
New York
$3.32M +$123K +2,305 +4%
HKAM
480
Horizon Kinetics Asset Management
New York
$3.3M -$25K -470 -0.7%
CS
481
Capital Square
Tennessee
$3.28M +$208K +3,908 +7%
WANY
482
Wealthspire Advisors (New York)
New York
$3.27M +$180K +3,370 +6%
KAS
483
KPP Advisory Services
Kentucky
$3.27M +$142K +2,662 +4%
BRWA
484
B. Riley Wealth Advisors
Florida
$3.26M -$179K -3,366 -5%
DAS
485
Diversify Advisory Services
Utah
$3.26M -$64.2K -1,205 -2%
TYCC
486
Texas Yale Capital Corp
Florida
$3.24M
TIAA Trust, National Association
487
TIAA Trust, National Association
North Carolina
$3.23M +$15.6K +292 +0.5%
FNBT
488
FineMark National Bank & Trust
Florida
$3.21M -$55.2K -1,037 -2%
BIM
489
Bridges Investment Management
Nebraska
$3.21M -$6.07K -114 -0.2%
MW
490
Marcum Wealth
Ohio
$3.18M +$211K +3,969 +7%
B
491
Bellecapital
Switzerland
$3.17M +$1.39M +26,147 +76%
HAS
492
HBW Advisory Services
California
$3.16M +$56.4K +1,059 +2%
GAM
493
Groupama Asset Management
France
$3.11M +$37.5K +704 +1%
PGFC
494
Peapack-Gladstone Financial Corp
New Jersey
$3.11M -$229K -4,292 -7%
UCFA
495
United Capital Financial Advisors
Texas
$3.1M +$20.1K +377 +0.6%
SWP
496
Sagespring Wealth Partners
Tennessee
$3.09M +$3.15M +59,108 New
MFFIA
497
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.08M +$2.88K +54 +0.1%
SWP
498
Stratos Wealth Partners
Ohio
$3.07M +$66.3K +1,244 +2%
RCM
499
Ridgepath Capital Management
Tennessee
$3.06M -$14.2K -267 -0.5%
FPAS
500
Focus Partners Advisor Solutions
Missouri
$3.06M +$1.69M +31,647 +118%

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.