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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
TC
1001
Taika Capital
Florida
$745K +$759K +14,255 New
WFM
1002
Wolff Financial Management
Michigan
$744K +$160 +3 +0%
VWWMG
1003
Vermillion & White Wealth Management Group
Pennsylvania
$743K +$5.43K +102 +0.7%
GGI
1004
Godsey & Gibb Inc
Virginia
$737K -$104K -1,950 -12%
GL
1005
Graypoint LLC
New York
$736K +$61.7K +1,158 +9%
SC
1006
Syon Capital
California
$736K -$40.6K -763 -5%
FCA
1007
FLC Capital Advisors
California
$734K -$18.8K -352 -2%
CCT
1008
Chemung Canal Trust
New York
$732K
RFA
1009
Resurgent Financial Advisors
Georgia
$732K +$746 +14 +0.1%
GGS
1010
Galvin Gaustad & Stein
Arizona
$731K -$66.9K -1,255 -8%
MCA
1011
Magnolia Capital Advisors
Mississippi
$730K +$743K +13,952 New
CC
1012
Chicago Capital
Illinois
$729K +$107 +2 +0%
CAM
1013
Cozad Asset Management
Illinois
$728K
LSIA
1014
LaSalle St. Investment Advisors
Illinois
$727K +$394K +7,390 +113%
BMA
1015
Brooks Moore & Associates
Tennessee
$724K
FG
1016
Fiduciary Group
Georgia
$720K +$10.8K +203 +1%
DCM
1017
Davis Capital Management
Florida
$720K -$4.26K -80 -0.6%
PCA
1018
Pallas Capital Advisors
Massachusetts
$720K +$34K +639 +5%
UF
1019
Univest Financial
Pennsylvania
$718K -$78.8K -1,479 -10%
EB
1020
Eastern Bank
Massachusetts
$718K -$133K -2,500 -15%
RAG
1021
RIA Advisory Group
Iowa
$716K +$45.4K +852 +7%
A
1022
Allianz
Germany
$715K
BFWA
1023
Benchmark Financial Wealth Advisors
Florida
$715K +$48.5K +910 +7%
HNB
1024
Hilltop National Bank
Wyoming
$714K -$58.6K -1,100 -7%
FAN
1025
Financial Advisors Network
California
$713K +$726K +13,636 New

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.