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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
SIM
976
Sentry Investment Management
Wisconsin
$792K -$131K -2,464 -14%
EFA
977
Evernest Financial Advisors
Indiana
$790K +$533K +10,003 +196%
MWM
978
Meridian Wealth Management
Kentucky
$786K +$72.7K +1,364 +10%
AL
979
Arnhold LLC
New York
$784K
CLOS
980
Compagnie Lombard Odier SCmA
Switzerland
$784K
BTWM
981
Brass Tax Wealth Management
Ohio
$782K -$3.83K -72 -0.5%
NVCHI
982
New Vernon Capital Holdings II
New Jersey
$780K
GCM
983
Gables Capital Management
Florida
$778K -$8.1K -152 -1%
WWMSC
984
Wagner Wealth Management (South Carolina)
South Carolina
$776K +$78.4K +1,472 +11%
CD
985
Chapin Davis
Maryland
$775K
WKWM
986
Walter & Keenan Wealth Management
Indiana
$772K +$3.78K +71 +0.5%
WA
987
WESPAC Advisors
California
$772K +$786K +14,757 New
SWM
988
Salvus Wealth Management
New Jersey
$771K +$2.82K +53 +0.4%
IF
989
IRON Financial
Illinois
$764K +$23.3K +437 +3%
MA
990
MCF Advisors
Kentucky
$762K +$10.7K +201 +1%
EB
991
Exchange Bank
California
$759K +$26.6K +500 +4%
KCM
992
Kendall Capital Management
Maryland
$758K
TWM
993
Tradition Wealth Management
Minnesota
$758K +$37.3K +701 +5%
GJWM
994
Gilliland Jeter Wealth Management
Arkansas
$757K +$2.02K +38 +0.3%
ACM
995
Aster Capital Management
United Arab Emirates
$756K -$169K -3,166 -18%
AWM
996
Avior Wealth Management
Nebraska
$752K -$7.14K -134 -0.9%
SWMP
997
Signature Wealth Management Partners
New Jersey
$750K +$72.8K +1,367 +11%
NAS
998
Nicolet Advisory Services
Wisconsin
$749K +$29.1K +546 +4%
TBC
999
Ted Buchan & Co
California
$747K +$111K +2,075 +17%
SIC
1000
Samalin Investment Counsel
New York
$746K +$16.1K +303 +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.