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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
CFM
1026
Catalyst Funds Management
Australia
$711K +$309K +5,800 +74%
WPW
1027
Waldron Private Wealth
Pennsylvania
$710K -$49.5K -929 -6%
CAM
1028
Columbia Asset Management
Michigan
$710K -$5.33K -100 -0.7%
BFC
1029
Bedel Financial Consulting
Indiana
$707K +$136K +2,554 +23%
PWP
1030
Principle Wealth Partners
Connecticut
$703K -$53 -1 -0%
AOWM
1031
Alpha Omega Wealth Management
Virginia
$701K +$586 +11 +0.1%
FMII
1032
Farmers & Merchants Investments Inc
Nebraska
$701K -$10.7K -200 -1%
BFA
1033
Bill Few Associates
Pennsylvania
$701K +$16.1K +303 +2%
KFA
1034
Kapstone Financial Advisors
Ohio
$699K -$14.7K -276 -2%
TT
1035
TI-Trust
Illinois
$699K -$12K -225 -2%
RMAM
1036
Raab & Moskowitz Asset Management
New Jersey
$698K
NRS
1037
Neville Rodie & Shaw
New York
$694K
LSWP
1038
Liberty Square Wealth Partners
Pennsylvania
$693K +$692K +12,997 New
CRWM
1039
Castle Rock Wealth Management
California
$691K -$46.6K -874 -6%
CA
1040
Cornerstone Advisory
Maryland
$690K +$24.9K +468 +4%
4WM
1041
44 Wealth Management
Oregon
$689K
WAM
1042
Walker Asset Management
Missouri
$689K -$79.4K -1,491 -10%
PWAM
1043
Papamarkou Wellner Asset Management
New York
$687K +$700K +13,140 New
TF
1044
Tandem Financial
Colorado
$687K +$686K +12,884 New
TIM
1045
Tevis Investment Management
Texas
$686K
BIP
1046
Blueprint Investment Partners
North Carolina
$686K +$374K +7,030 +116%
TCA
1047
Transcend Capital Advisors
New Jersey
$684K -$79K -1,483 -10%
HGWM
1048
Horst & Graben Wealth Management
Oregon
$681K +$10.5K +198 +2%
RA
1049
Resolute Advisors
California
$680K +$52.8K +992 +8%
ECA
1050
Elevated Capital Advisors
Utah
$680K -$12.7K -239 -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.