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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
GSIAS
1126
Garden State Investment Advisory Services
New Jersey
$595K -$46.7K -877 -7%
SOS
1127
Silver Oak Securities
Tennessee
$594K -$50.9K -955 -8%
AWP
1128
Axis Wealth Partners
Rhode Island
$593K +$604K +11,336 New
AWM
1129
Ariadne Wealth Management
California
$591K +$225K +4,220 +62%
PAMG
1130
Patton Albertson Miller Group
Tennessee
$591K
PCA
1131
Prosperity Capital Advisors
Ohio
$590K -$56.1K -1,053 -9%
SCI
1132
Silver Coast Investments
United States
$586K -$221K -4,145 -27%
PWM
1133
PBMares Wealth Management
Virginia
$586K -$7.08K -133 -1%
TSS
1134
Two Sigma Securities
New York
$586K +$214K +4,011 +56%
NFG
1135
Nations Financial Group
Iowa
$586K -$212K -3,972 -26%
AA
1136
Advisory Alpha
Michigan
$586K -$16.5K -310 -3%
WA
1137
Waddell & Associates
Tennessee
$585K +$596K +11,184 New
ACP
1138
Argyle Capital Partners
California
$583K +$594K +11,147 New
HBW
1139
Hazlett, Burt & Watson
West Virginia
$582K +$266 +5 +0%
WHG
1140
Westwood Holdings Group
Texas
$582K -$61.1K -1,147 -9%
LIM
1141
Loudon Investment Management
New Hampshire
$581K
GSEP
1142
Golden State Equity Partners
California
$580K +$558K +10,476 +1,717%
DS
1143
DRW Securities
Illinois
$578K +$590K +11,078 New
CWC
1144
Carolinas Wealth Consulting
North Carolina
$576K -$8.9K -167 -2%
WG
1145
Wealth Group
North Carolina
$576K +$19.5K +366 +3%
SAM
1146
Secure Asset Management
Michigan
$576K +$68.8K +1,292 +13%
PPW
1147
Parcion Private Wealth
Washington
$575K
SFG
1148
Sowa Financial Group
Rhode Island
$575K -$320 -6 -0.1%
CSI
1149
Cross Staff Investments
New York
$574K -$22.4K -421 -4%
WSCM
1150
Wellington Shields Capital Management
New York
$573K +$16K +301 +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.