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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
MA
1051
MBA Advisors
Pennsylvania
$678K +$52.4K +983 +8%
MJRIC
1052
Mogy Joel R Investment Counsel
California
$677K
BMO
1053
Beck Mack & Oliver
New York
$674K +$475K +8,925 +225%
MSS
1054
Mitchell Sinkler & Starr
Pennsylvania
$671K
ACM
1055
AlphaStar Capital Management
North Carolina
$669K +$50.8K +953 +8%
GLA
1056
Great Lakes Advisors
Illinois
$669K -$35K -657 -5%
AIM
1057
Anchor Investment Management
South Carolina
$669K -$20.3K -382 -3%
BFO
1058
Boston Family Office
Massachusetts
$668K -$31.3K -587 -4%
QCG
1059
Quadrant Capital Group
Ohio
$668K +$20.5K +384 +3%
WDC
1060
Woodward Diversified Capital
California
$668K -$177K -3,322 -21%
IP
1061
Intellectus Partners
California
$667K -$17.6K -331 -3%
DTC
1062
Davidson Trust Company
Washington
$665K +$40.5K +760 +6%
WE
1063
Wealth Effects
Massachusetts
$663K +$17.3K +325 +3%
MWM
1064
Mosley Wealth Management
California
$662K +$47.5K +892 +8%
OQS
1065
Occudo Quantitative Strategies
Florida
$662K -$3.74M -70,181 -85%
SOAMC
1066
Spirit of America Management Corp
New York
$661K
WEG
1067
World Equity Group
Illinois
$661K -$65.1K -1,222 -9%
PFBT
1068
Parkside Financial Bank & Trust
Missouri
$661K +$153K +2,864 +29%
CIM
1069
Cambria Investment Management
California
$660K
CAWM
1070
Capital Advisors Wealth Management
Washington
$659K +$9.96K +187 +2%
IPWA
1071
International Private Wealth Advisors
California
$657K +$53 +1 +0%
OPTFSNA
1072
Old Point Trust & Financial Services N A
Virginia
$656K -$7.99K -150 -1%
HWA
1073
HHM Wealth Advisors
Tennessee
$655K +$13.8K +260 +2%
SA
1074
Sylvest Advisors
Texas
$654K +$666K +12,508 New
CCWM
1075
Cassaday & Co Wealth Management
Virginia
$653K +$33K +620 +5%

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.