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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
SMC
876
Smith, Moore & Co
Missouri
$999K +$24.1K +452 +2%
MCM
877
Mork Capital Management
California
$999K +$1.02M +19,100 New
WP
878
Westmount Partners
California
$999K +$1.28K +24 +0.1%
KA
879
KLCM Advisors
Wisconsin
$999K +$92.7K +1,741 +10%
RGF
880
Retirement Guys Formula
Ohio
$993K +$163K +3,061 +19%
WPC
881
Wedmont Private Capital
Pennsylvania
$989K +$366K +6,872 +55%
AAS
882
Annex Advisory Services
Wisconsin
$988K +$6.23K +117 +0.6%
CRI
883
Colonial River Investments
Virginia
$988K -$99.6K -1,870 -9%
WFS
884
Widmann Financial Services
Maryland
$988K +$17.6K +330 +2%
LCM
885
Lazari Capital Management
California
$987K +$15K +281 +2%
FSA
886
Franklin Street Advisors
North Carolina
$984K -$8.9K -167 -0.9%
MFF
887
Michels Family Financial
Texas
$983K +$1M +18,795 New
DCM
888
Dudley Capital Management
Virginia
$979K +$1.23K +23 +0.1%
ZF
889
Zhang Financial
Michigan
$979K +$14K +263 +1%
CB
890
Cadence Bank
Mississippi
$977K -$85.9K -1,612 -8%
XSC
891
X-Square Capital
Puerto Rico
$974K -$9.48K -178 -0.9%
IB
892
Intrust Bank
Kansas
$974K +$94.2K +1,768 +10%
JIP
893
Jaffetilchin Investment Partners
Florida
$966K -$287K -5,384 -23%
IWN
894
Independent Wealth Network
Iowa
$963K +$23.9K +449 +2%
CFG
895
Citizens Financial Group
Rhode Island
$962K -$107K -2,008 -10%
CF
896
Clarity Financial
Texas
$959K -$205K -3,851 -17%
LIA
897
LS Investment Advisors
Michigan
$954K +$16.7K +313 +2%
CAI
898
Capital Advisors Inc
Oklahoma
$954K +$68.6K +1,288 +8%
SIMG
899
Sonora Investment Management Group
Arizona
$952K -$60.9K -1,143 -6%
AWE
900
Avidian Wealth Enterprises
Texas
$950K +$70.5K +1,323 +8%

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.