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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
WLIM
1251
White Lighthouse Investment Management
Massachusetts
$495K
MIH
1252
Meitav Investment House
Israel
$495K -$35.1K -658 -6%
CI
1253
Conning Inc
Connecticut
$494K -$14.1K -265 -3%
GP
1254
Guardian Partners
Canada
$489K +$506K +9,500 New
AG
1255
AmeriFlex Group
Nevada
$489K +$499K +9,360 New
CPA
1256
Court Place Advisors
Maryland
$489K -$4K -75 -0.8%
IF
1257
Intrua Financial
Texas
$488K -$95.4K -1,790 -16%
AAG
1258
Armstrong Advisory Group
Massachusetts
$488K +$11.5K +215 +2%
MSFS
1259
Main Street Financial Solutions
Pennsylvania
$488K -$92.2K -1,730 -16%
TNB
1260
Thomasville National Bank
Georgia
$488K -$119K -2,240 -19%
SCA
1261
STALEY CAPITAL ADVISERS
Pennsylvania
$487K
JFL
1262
Jarislowsky, Fraser Ltd
Quebec, Canada
$486K -$53.3K -1,000 -10%
SMA
1263
Sage Mountain Advisors
Georgia
$485K +$178K +3,334 +56%
WA
1264
Wealth Alliance
New York
$485K +$533 +10 +0.1%
WP
1265
WMS Partners
Maryland
$485K -$19.8K -371 -4%
PAS
1266
PKS Advisory Services
New York
$484K +$494K +9,265 New
HFBOT
1267
Home Federal Bank of Tennessee
Tennessee
$484K
MBT
1268
Montecito Bank & Trust
California
$484K
CWM
1269
C2C Wealth Management
Arizona
$484K
ACIM
1270
Azimuth Capital Investment Management
Michigan
$484K +$53.3K +1,000 +12%
KIA
1271
KCM Investment Advisors
California
$483K
LC
1272
Lindbrook Capital
California
$483K +$7.41K +139 +2%
EW
1273
Enzi Wealth
Texas
$482K +$15.1K +284 +3%
FCM
1274
Fieldview Capital Management
Michigan
$479K +$488K +9,167 New
RIA
1275
Realta Investment Advisors
Delaware
$479K +$65.1K +1,222 +16%

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.