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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
TMWM
1076
Taylor & Morgan Wealth Management
Michigan
$652K +$12.6K +237 +2%
NL
1077
NWAM LLC
Washington
$651K -$48.7K -915 -7%
SFI
1078
SPC Financial Inc
Maryland
$649K -$4.74K -89 -0.7%
CIA
1079
Choate Investment Advisors
Massachusetts
$648K +$259K +4,869 +65%
AAM
1080
Aureus Asset Management
Massachusetts
$646K
FLPIM
1081
F.L. Putnam Investment Management
Massachusetts
$646K -$250K -4,694 -28%
MW
1082
Maia Wealth
Colorado
$642K +$639K +12,003 New
RL
1083
Rogco LP
Oklahoma
$639K -$8.58K -161 -1%
KIG
1084
Kennedy Investment Group
New Jersey
$639K +$651K +12,223 New
NFC
1085
Northstar Financial Companies
Pennsylvania
$639K +$651K +12,213 New
TF
1086
Tompkins Financial
New York
$638K +$320K +6,000 +97%
MWM
1087
Manske Wealth Management
Texas
$637K +$649K +12,182 New
NAG
1088
Northstar Advisory Group
New Jersey
$637K -$2.93K -55 -0.4%
DAM
1089
Delta Asset Management
Tennessee
$636K -$3.14K -59 -0.5%
GC
1090
Gilbert & Cook
Iowa
$635K -$1.92K -36 -0.3%
KWS
1091
Keystone Wealth Services
California
$635K +$16.4K +307 +3%
DI
1092
Diligent Investors
California
$634K +$426 +8 +0.1%
RC
1093
Rahlfs Capital
Texas
$634K +$646K +12,122 New
1WA
1094
180 Wealth Advisors
Washington
$632K -$2.72K -51 -0.4%
FMWA
1095
Forvis Mazars Wealth Advisors
Missouri
$632K -$43.1K -809 -6%
DWM
1096
Dakota Wealth Management
Florida
$632K -$10.8K -203 -2%
EWM
1097
Evercore Wealth Management
New York
$625K +$107 +2 +0%
BFM
1098
Boothbay Fund Management
New York
$625K +$8.58K +161 +1%
CCT
1099
Capital City Trust
Florida
$624K -$959 -18 -0.2%
CC
1100
Callan Capital
California
$623K +$128K +2,399 +25%

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.