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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
IAN
701
Integrated Advisors Network
Texas
$1.62M -$19.9K -374 -1%
AIA
702
Affinity Investment Advisors
California
$1.62M -$497K -9,322 -23%
BT
703
Brandywine Trust
Delaware
$1.61M
AI
704
ArchPoint Investors
Florida
$1.61M
FWM
705
Focused Wealth Management
New York
$1.6M +$167K +3,126 +11%
EI
706
Ethic Inc
New York
$1.6M +$745K +13,991 +84%
GI
707
GAMMA Investing
California
$1.6M +$103K +1,932 +7%
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$1.6M -$54.1K -1,015 -3%
SAM
709
Shell Asset Management
Netherlands
$1.6M -$51.7K -971 -3%
TFS
710
Thoroughbred Financial Services
Tennessee
$1.59M -$29.8K -559 -2%
DWP
711
Daymark Wealth Partners
Ohio
$1.57M +$15K +282 +0.9%
CT
712
Caldwell Trust
Florida
$1.57M -$24K -450 -1%
FWCM
713
Ferguson Wellman Capital Management
Oregon
$1.57M -$263K -4,942 -14%
CL
714
CSS LLC
Illinois
$1.57M +$362K +6,800 +29%
SIC
715
Shoker Investment Counsel
Ohio
$1.57M +$68.2K +1,280 +4%
CP
716
CenterBook Partners
Connecticut
$1.57M +$917K +17,215 +135%
TWM
717
TriaGen Wealth Management
California
$1.57M +$1.6M +29,951 New
CC
718
Centiva Capital
New York
$1.57M -$1.37M -25,673 -46%
MSA
719
Marino Stram & Associates
Massachusetts
$1.56M +$14.9K +279 +0.9%
Bank Julius Baer & Co
720
Bank Julius Baer & Co
Switzerland
$1.56M -$3.25K -61 -0.2%
PCMN
721
Paradigm Capital Management (Nevada)
Nevada
$1.55M +$110K +2,060 +7%
HI
722
Horizon Investments
North Carolina
$1.55M +$46.1K +865 +3%
MIC
723
Means Investment Company
Maine
$1.54M -$14K -263 -0.9%
WWM
724
Western Wealth Management
Colorado
$1.54M -$24.7K -463 -2%
FCCM
725
First City Capital Management
Georgia
$1.54M +$47.4K +889 +3%

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.