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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
MS
751
Madden Securities
Texas
$1.42M +$120K +2,249 +9%
HWM
752
Hohimer Wealth Management
Washington
$1.41M
CCA
753
Corps Capital Advisors
Texas
$1.41M +$1.43M +26,875 New
THCM
754
Taylor Hoffman Capital Management
Virginia
$1.4M -$28K -525 -2%
UAG
755
United Advisor Group
Ohio
$1.4M -$43.7K -821 -3%
KMWM
756
Keudell/Morrison Wealth Management
Oregon
$1.4M -$6.82K -128 -0.5%
American Century Companies
757
American Century Companies
Missouri
$1.4M -$905K -16,984 -39%
VIP
758
Vista Investment Partners
Oklahoma
$1.38M -$127K -2,386 -8%
HCA
759
Harbor Capital Advisors
Illinois
$1.37M +$31.4K +589 +2%
BMWS
760
Brady Martz Wealth Solutions
North Dakota
$1.37M +$1.42M +26,683 New
RCM
761
Radnor Capital Management
Pennsylvania
$1.37M -$16K -300 -1%
JCM
762
Jacobi Capital Management
Pennsylvania
$1.37M +$176K +3,306 +14%
FFN
763
Focus Financial Network
Minnesota
$1.36M +$128K +2,405 +10%
RA
764
RoundAngle Advisors
New Jersey
$1.36M +$1.39M +26,050 New
NCM
765
Narwhal Capital Management
Georgia
$1.36M -$1.06K -20 -0.1%
LBWM
766
Left Brain Wealth Management
Illinois
$1.36M -$39.1K -734 -3%
GAM
767
Griffin Asset Management
New York
$1.36M -$40.8K -765 -3%
VT
768
Vise Technologies
New York
$1.36M +$169K +3,173 +14%
CIG
769
Cascade Investment Group
Colorado
$1.36M -$9.32K -175 -0.7%
RCAG
770
Rehmann Capital Advisory Group
Michigan
$1.35M +$26.6K +499 +2%
KFS
771
Keynote Financial Services
Connecticut
$1.35M -$29.1K -547 -2%
BAM
772
Berkshire Asset Management
Pennsylvania
$1.35M +$11.9K +223 +0.9%
CWM
773
Congress Wealth Management
Massachusetts
$1.34M +$39.8K +748 +3%
GA
774
GoalVest Advisory
New York
$1.33M -$71.3K -1,339 -5%
BCP
775
Berkeley Capital Partners
Georgia
$1.32M -$144K -2,712 -10%

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.