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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
DTL
801
Dynamic Technology Lab
Singapore
$1.21M +$1.23M +23,121 New
SW
802
Simplicity Wealth
New Jersey
$1.21M -$55.9K -1,049 -4%
RIL
803
Rothschild Investment LLC
Illinois
$1.21M +$9.91K +186 +0.8%
PWP
804
Precedent Wealth Partners
Texas
$1.2M -$17.6K -331 -1%
CPCPP
805
Canada Post Corporation Pension Plan
Canada
$1.2M +$1.22M +22,968 New
FT
806
Fiduciary Trust
Massachusetts
$1.2M -$16K -300 -1%
PWW
807
Pettyjohn Wood & White
Virginia
$1.19M +$476K +8,930 +64%
NFSG
808
Newbridge Financial Services Group
Florida
$1.19M +$630K +11,820 +108%
HFM
809
Harvest Fund Management
China
$1.19M +$1.07M +20,142 +781%
FB
810
Fulton Bank
Pennsylvania
$1.18M -$357K -6,699 -23%
TCM
811
Traynor Capital Management
Pennsylvania
$1.18M -$20.8K -390 -2%
KWA
812
Kingswood Wealth Advisors
California
$1.18M -$246K -4,619 -17%
GWM
813
Gray Wealth Management
Maine
$1.17M +$32.3K +607 +3%
WF
814
Welch & Forbes
Massachusetts
$1.17M +$64.8K +1,217 +6%
MIM
815
Morningstar Investment Management
Illinois
$1.17M
BHBT
816
Burke & Herbert Bank & Trust
Virginia
$1.17M -$9.32K -175 -0.8%
MWM
817
Modera Wealth Management
New Jersey
$1.16M +$1.19M +22,248 New
OCM
818
One Capital Management
California
$1.16M
CIC
819
Crawford Investment Counsel
Georgia
$1.16M -$639 -12 -0.1%
CAM
820
Close Asset Management
United Kingdom
$1.16M
LCM
821
Leisure Capital Management
California
$1.16M -$9K -169 -0.8%
SFA
822
Semmax Financial Advisors
North Carolina
$1.16M +$27.6K +518 +2%
FHA
823
First Horizon Advisors
Tennessee
$1.16M -$111K -2,085 -9%
LFG
824
Larson Financial Group
Missouri
$1.15M +$130K +2,437 +12%
ACA
825
Atlas Capital Advisors
Wyoming
$1.15M -$135K -2,532 -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.