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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
CWM
526
Cornerstone Wealth Management
Missouri
$2.74M +$263K +4,932 +10%
KRSITF
527
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.72M +$1.08M +20,309 +40%
DT
528
Diversified Trust
Tennessee
$2.71M +$2.1M +39,465 +318%
FAM
529
Formidable Asset Management
Ohio
$2.71M -$969K -18,194 -26%
PWM
530
Perigon Wealth Management
California
$2.7M +$1.31M +24,615 +87%
RWM
531
RKL Wealth Management
Pennsylvania
$2.69M +$2.53M +47,418 +1,180%
LS
532
Leelyn Smith
Illinois
$2.69M -$40.1K -752 -1%
CGH
533
Contrarius Group Holdings
Bermuda
$2.68M +$2.73M +51,251 New
CK
534
Cohen Klingenstein
New York
$2.68M -$13.1K -245 -0.5%
CIC
535
Carnegie Investment Counsel
Ohio
$2.67M +$8.79K +165 +0.3%
AC
536
Allstate Corporation
Illinois
$2.66M +$2.71M +50,961 New
API
537
Asset Planning Inc
California
$2.66M +$2.71M +50,782 New
SWM
538
SeaCrest Wealth Management
New York
$2.65M +$323K +6,060 +14%
P
539
Pitcairn
Pennsylvania
$2.65M +$170K +3,196 +7%
HI
540
Harbour Investments
Wisconsin
$2.64M +$59.2K +1,112 +2%
VIM
541
VELA Investment Management
Ohio
$2.62M
FPGT
542
Financial Partners Group (Tennessee)
Tennessee
$2.61M -$22.9K -429 -0.9%
KC
543
Kinloch Capital
Virginia
$2.59M +$84.4K +1,584 +3%
PL
544
Parthenon LLC
Kentucky
$2.58M
SA
545
Sage Advisors
Colorado
$2.57M +$2.62M +49,207 New
CWS
546
Confluence Wealth Services
Pennsylvania
$2.57M +$21.9K +411 +0.8%
PA
547
Pinnacle Associates
New York
$2.56M -$299K -5,607 -10%
NW
548
NewEdge Wealth
Pennsylvania
$2.54M +$65K +1,221 +3%
BEI
549
Benjamin Edwards Inc
Missouri
$2.53M -$126K -2,366 -5%
PA
550
Promethium Advisors
Maryland
$2.53M +$334K +6,274 +15%

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.