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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
DWA
926
Douglass Winthrop Advisors
New York
$901K +$130K +2,444 +17%
TCOT
927
Trust Company of Toledo
Ohio
$900K -$15.7K -294 -2%
EA
928
Ellsworth Advisors
Ohio
$899K +$94.9K +1,781 +12%
GS
929
GTS Securities
New York
$890K -$245K -4,606 -21%
AIP
930
Ameritas Investment Partners
Nebraska
$880K -$36.1K -678 -4%
KFC
931
Klingenstein Fields & Co
New York
$879K +$53 +1 +0%
GBT
932
Grove Bank & Trust
Florida
$878K +$24.3K +457 +3%
RPGK
933
Retirement Planning Group (Kansas)
Kansas
$873K +$31.3K +587 +4%
WP
934
WealthPLAN Partners
Nebraska
$872K -$40.6K -763 -4%
MWM
935
Modern Wealth Management
Kansas
$867K +$53.4K +1,003 +6%
FCP
936
Fidelis Capital Partners
Florida
$866K +$50.7K +951 +6%
RA
937
RFG Advisory
Alabama
$861K +$201K +3,769 +30%
AFTS
938
American Financial & Tax Strategies
New York
$860K
SLWA
939
San Luis Wealth Advisors
California
$859K +$138K +2,588 +19%
WWA
940
WCG Wealth Advisors
Nevada
$857K -$15.3K -288 -2%
AWM
941
Aprio Wealth Management
Georgia
$856K +$205K +3,845 +31%
JIC
942
Joel Isaacson & Co
New York
$856K +$18.7K +351 +2%
BTI
943
Blue Trust Inc
Georgia
$856K -$623K -11,694 -42%
BWA
944
Bordeaux Wealth Advisors
California
$856K +$67.9K +1,274 +8%
MIM
945
MTM Investment Management
South Carolina
$851K +$479 +9 +0.1%
Loomis, Sayles & Company
946
Loomis, Sayles & Company
Massachusetts
$850K -$20.7K -388 -2%
AA
947
Ancora Advisors
Ohio
$849K +$59.8K +1,122 +7%
IA
948
IFG Advisory
Georgia
$847K +$45.5K +855 +6%
AFG
949
Allegheny Financial Group
Pennsylvania
$844K +$8.04K +151 +0.9%
MIM
950
Marco Investment Management
Georgia
$843K

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.