We are live on ! Find out more
MO icon

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
Empower Advisory Group
1201
Empower Advisory Group
Colorado
$530K -$112K -2,106 -17%
CNBOF
1202
City National Bank of Florida
Florida
$529K +$539K +10,125 New
MHS
1203
M Holdings Securities
Oregon
$529K +$539K +10,111 New
CS
1204
Cannell & Spears
New York
$529K -$465K -8,725 -46%
VRM
1205
Vectors Research Management
New York
$528K
CFO
1206
CVA Family Office
Colorado
$528K +$8.52K +160 +2%
CVM
1207
Cheviot Value Management
California
$527K -$11.1K -208 -2%
KFA
1208
Krane Funds Advisors
New York
$527K -$4.85K -91 -0.9%
DO
1209
denkapparat Operations
Germany
$526K +$536K +10,056 New
SFC
1210
Strategic Financial Concepts
Texas
$525K +$246K +4,617 +85%
CG
1211
CFO4Life Group
Texas
$524K +$7.67K +144 +1%
KFP
1212
KMG Fiduciary Partners
Ohio
$524K -$8.84K -166 -2%
FGA
1213
Fortis Group Advisors
New Jersey
$523K +$29.1K +546 +6%
RS
1214
Rakuten Securities
Japan
$522K +$286K +5,373 +116%
MWA
1215
Moser Wealth Advisors
Washington
$522K
PFA
1216
Peak Financial Advisors
Colorado
$520K +$1.71K +32 +0.3%
CI Investments Inc
1217
CI Investments Inc
Ontario, Canada
$520K +$127K +2,390 +32%
AWA
1218
AmeriServ Wealth Advisors
Pennsylvania
$516K +$526K +9,871 New
BW
1219
Bison Wealth
Georgia
$516K -$178K -3,340 -25%
SCM
1220
Shelton Capital Management
Colorado
$513K
BCA
1221
Bay Colony Advisors
Massachusetts
$512K +$15.7K +294 +3%
ALAM
1222
Asahi Life Asset Management
Japan
$512K
CAM
1223
Cobblestone Asset Management
Virginia
$512K
GM
1224
GeoWealth Management
Illinois
$510K -$48.1K -903 -8%
EWA
1225
EverSource Wealth Advisors
Alabama
$509K +$24.7K +463 +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.