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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
OC
1176
Oakworth Capital
Alabama
$551K +$5.75K +108 +1%
JWWM
1177
Johnson & White Wealth Management
Pennsylvania
$549K +$959 +18 +0.2%
LI
1178
LifeWealth Investments
Florida
$549K +$559K +10,490 New
CSB
1179
City State Bank
Iowa
$547K -$14.3K -269 -3%
SQA
1180
Simon Quick Advisors
New Jersey
$546K +$114K +2,148 +26%
WQ
1181
Wealth Quarterback
New Jersey
$545K +$2.61K +49 +0.5%
BL
1182
Balentine LLC
Georgia
$544K -$98.5K -1,850 -15%
SIG
1183
Sargent Investment Group
Maryland
$544K +$570K +10,699 New
TFA
1184
Teamwork Financial Advisors
Texas
$544K +$7.41K +139 +1%
AO
1185
Advisor OS
Illinois
$544K +$14.1K +264 +3%
SAF
1186
Smith Anglin Financial
Texas
$544K +$147K +2,752 +36%
RB
1187
Rodgers Brothers
Pennsylvania
$543K
AFM
1188
Aspetuck Financial Management
Connecticut
$543K +$5.53M +103,768 New
MCM
1189
Monarch Capital Management
Indiana
$542K
CT
1190
Chicago Trust
Illinois
$542K +$294K +5,528 +114%
MWM
1191
MOKAN Wealth Management
Kansas
$538K +$548K +10,290 New
MSCM
1192
McElhenny Sheffield Capital Management
Texas
$537K +$82.4K +1,547 +18%
FG
1193
Foster Group
Iowa
$536K +$24.3K +456 +5%
BSB
1194
Bangor Savings Bank
Maine
$535K -$69.6K -1,307 -11%
MFG
1195
MidWestOne Financial Group
Iowa
$534K
CIA
1196
Cladis Investment Advisory
Montana
$534K
CCG
1197
Catalina Capital Group
California
$534K +$74.1K +1,391 +16%
EAM
1198
Everstar Asset Management
North Carolina
$533K -$202K -3,798 -27%
TL
1199
Tradewinds LLC
North Carolina
$532K +$53.2K +998 +11%
JHCP
1200
Jackson Hole Capital Partners
Oklahoma
$530K +$29.6K +556 +6%

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.