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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
FFWA
826
FRG Family Wealth Advisors
Washington
$1.14M
PPP
827
Private Portfolio Partners
New Jersey
$1.14M +$10.9K +205 +1%
KCFA
828
Key Client Fiduciary Advisors
New Jersey
$1.14M -$4.74K -89 -0.4%
CFAM
829
Center For Asset Management
Florida
$1.13M +$6.34K +119 +0.6%
QI
830
Qtron Investments
Massachusetts
$1.13M
FFM
831
Forum Financial Management
Illinois
$1.13M +$290K +5,449 +34%
EP
832
Edgestream Partners
New Jersey
$1.12M +$1.14M +21,462 New
BP
833
Ballentine Partners
Massachusetts
$1.12M +$283K +5,317 +33%
EF
834
Exeter Financial
Arizona
$1.12M +$65K +1,221 +6%
PAYA
835
Phil A. Younker & Associates
Alaska
$1.11M +$1.13M +21,282 New
HWA
836
HCR Wealth Advisors
California
$1.11M +$1.97K +37 +0.2%
IIA
837
ICW Investment Advisors
Arizona
$1.11M +$53.2K +998 +5%
QP
838
Quilter Plc
United Kingdom
$1.1M -$9.7K -182 -0.9%
FWM
839
Finer Wealth Management
Massachusetts
$1.1M -$4.42K -83 -0.4%
PNC
840
Park National Corp
Ohio
$1.1M -$106K -1,990 -9%
Dodge & Cox
841
Dodge & Cox
California
$1.1M
CAG
842
Crestwood Advisors Group
Massachusetts
$1.1M +$83.4K +1,565 +8%
CMF
843
Counterpoint Mutual Funds
California
$1.1M +$1.12M +20,945 New
ACM
844
Aurdan Capital Management
Pennsylvania
$1.09M +$1.11M +20,906 New
CCC
845
Chelsea Counsel Company
California
$1.09M +$8.52K +160 +0.8%
IIM
846
Ipswich Investment Management
Massachusetts
$1.09M
HCP
847
Hexagon Capital Partners
Arkansas
$1.09M -$45.7K -858 -4%
AWA
848
Arete Wealth Advisors
Illinois
$1.09M +$104K +1,948 +10%
OBWG
849
Onyx Bridge Wealth Group
New York
$1.08M +$4.47K +84 +0.4%
BFA
850
Beacon Financial Advisory
Ohio
$1.08M -$19.7K -370 -2%

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.