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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
SAM
1101
Synergy Asset Management
Washington
$621K -$22.1K -415 -3%
PP
1102
Patten & Patten
Tennessee
$621K -$22.5K -422 -3%
MFS
1103
Miller Financial Services
Michigan
$621K +$632K +11,869 New
FNBTCON
1104
First National Bank & Trust Co of Newtown
Pennsylvania
$617K -$119K -2,230 -16%
UWS
1105
Unique Wealth Strategies
Illinois
$617K +$75K +1,407 +14%
LAM
1106
Lingohr Asset Management
Germany
$617K +$631K +11,841 New
SWA
1107
Serenus Wealth Advisors
California
$613K +$624K +11,722 New
CGF
1108
Constant Guidance Financial
Massachusetts
$612K +$624K +11,710 New
PWA
1109
Provenance Wealth Advisors
Florida
$612K
TAM
1110
Taurus Asset Management
New York
$611K
GSB
1111
Greenfield Savings Bank
Massachusetts
$611K -$775K -14,550 -55%
GIA
1112
Gladstone Institutional Advisory
Florida
$609K +$12.4K +232 +2%
ST
1113
Spinnaker Trust
Maine
$608K -$37.3K -700 -6%
PFP
1114
Paragon Financial Partners
California
$607K -$552K -10,364 -47%
NAMNJ
1115
NorthStar Asset Management (New Jersey)
New Jersey
$607K +$11.3K +212 +2%
LMKC
1116
L.M. Kohn & Company
Ohio
$606K +$45.1K +846 +8%
RDWM
1117
Red Door Wealth Management
Tennessee
$606K -$639 -12 -0.1%
PIMG
1118
Patriot Investment Management Group
Tennessee
$605K +$18K +338 +3%
WA
1119
Wealthstar Advisors
Texas
$603K +$615K +11,536 New
RBC
1120
Romano Brothers & Co
Illinois
$603K
HA
1121
Herold Advisors
New York
$602K +$7.56K +142 +1%
CFP
1122
Catalyst Financial Partners
Massachusetts
$600K +$13K +244 +2%
CIA
1123
Cape Investment Advisory
Georgia
$598K +$9.11K +171 +2%
JSL
1124
JT Stratford LLC
Georgia
$596K -$3.36K -63 -0.5%
LSAG
1125
Lake Street Advisors Group
New Hampshire
$595K +$15.6K +292 +3%

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.