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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
WIA
951
Westbourne Investment Advisors
Maryland
$842K
BST
952
Bath Savings Trust
Maine
$841K
KI
953
Kapitalo Investimentos
Brazil
$839K +$87.3K +1,638 +11%
MLL
954
Moody Lynn & Lieberson
Massachusetts
$833K -$38.7K -726 -4%
MGAM
955
McGowan Group Asset Management
Texas
$830K +$49.3K +926 +6%
MLA
956
My Legacy Advisors
Oregon
$824K +$21.6K +406 +3%
RC
957
Rovin Capital
Arizona
$822K -$153K -2,869 -15%
BCWM
958
Bartlett & Co Wealth Management
Ohio
$822K -$107K -2,001 -11%
BPWM
959
Badgley Phelps Wealth Managers
Washington
$821K -$10.7K -200 -1%
UB
960
UMB Bank
Missouri
$820K +$49.3K +926 +6%
PRP
961
Peak Retirement Planning
Ohio
$818K +$833K +15,639 New
PT
962
Plimoth Trust
Massachusetts
$817K -$4.79K -90 -0.6%
MYLI
963
Meiji Yasuda Life Insurance
Japan
$815K +$98.5K +1,850 +13%
SAI
964
Savvy Advisors Inc
New York
$809K +$545K +10,227 +195%
LWL
965
Leo Wealth LLC
Texas
$804K -$38K -714 -4%
RWP
966
RWA Wealth Partners
Massachusetts
$803K +$24.1K +453 +3%
SMH
967
Sanders Morris Harris
Texas
$802K
PTC
968
Philadelphia Trust Company
Pennsylvania
$801K
CA
969
Continuum Advisory
Idaho
$801K +$16.6K +312 +2%
CC
970
Courier Capital
New York
$801K +$29.2K +549 +4%
CCA
971
Checchi Capital Advisers
California
$799K +$32.2K +604 +4%
DOA
972
D'Orazio & Associates
Virginia
$799K +$46.3K +870 +6%
1C
973
111 Capital
France
$795K +$810K +15,213 New
CFA
974
CWS Financial Advisors
Michigan
$793K +$4.58K +86 +0.6%
CBT
975
CoreFirst Bank & Trust
Kansas
$792K -$61.3K -1,150 -7%

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.