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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
LI
1226
Lafayette Investments
Maryland
$509K -$2.66K -50 -0.5%
TCM
1227
Tufton Capital Management
Maryland
$507K -$43.4K -815 -8%
QWM
1228
Quadcap Wealth Management
Texas
$507K -$21.9K -411 -4%
RIP
1229
Reliant Investment Partners
North Carolina
$507K +$516K +9,690 New
AWA
1230
Acorn Wealth Advisors
Michigan
$506K +$7.14K +134 +1%
BF
1231
bLong Financial
Tennessee
$504K +$514K +9,648 New
TAM
1232
Tocqueville Asset Management
New York
$504K +$160 +3 +0%
HWMO
1233
Heritage Wealth Management (Ohio)
Ohio
$504K +$906 +17 +0.2%
DA
1234
Dover Advisors
Virginia
$504K -$181K -3,403 -26%
WT
1235
Washington Trust
Rhode Island
$504K +$22.8K +428 +5%
VF
1236
Vest Financial
Virginia
$503K +$39.5K +741 +8%
ICP
1237
Impact Capital Partners
Colorado
$503K +$512K +9,614 New
NAS
1238
NWF Advisory Services
California
$502K +$263K +4,940 +110%
MCA
1239
MSH Capital Advisors
Arizona
$502K -$20.7K -389 -4%
SFC
1240
SYM Financial Corp
Indiana
$502K -$20.5K -385 -4%
NWM
1241
Northcape Wealth Management
New York
$502K -$586 -11 -0.1%
SOW
1242
State of Wyoming
Wyoming
$501K +$321K +6,033 +170%
OWA
1243
One Wealth Advisors
California
$500K +$30.7K +577 +6%
BMCM
1244
Burns Matteson Capital Management
New York
$500K -$6.23K -117 -1%
CAAS
1245
Capital Asset Advisory Services
Michigan
$499K +$22.3K +419 +5%
BC
1246
Burney Company
Virginia
$498K +$47.7K +896 +10%
AI
1247
AdvisorShares Investments
Maryland
$497K +$37.3K +700 +8%
MSG
1248
Main Street Group
Virginia
$496K -$217K -4,075 -30%
KFGK
1249
Keystone Financial Group (Kentucky)
Kentucky
$496K +$38.1K +715 +8%
DWT
1250
Dorsey & Whitney Trust
South Dakota
$495K +$39.7K +745 +9%

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.