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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
SWMG
1301
Stillwater Wealth Management Group
Florida
$458K +$466K +8,755 New
CCB
1302
Cutter & Co Brokerage
Missouri
$457K -$34.5K -647 -7%
SFS
1303
Symphony Financial Services
Ohio
$456K -$57.7K -1,083 -11%
AAA
1304
American Alpha Advisors
New York
$455K -$31.2K -586 -6%
CFSG
1305
Clark Financial Services Group
Missouri
$454K -$13.1K -246 -3%
TWM
1306
TCFG Wealth Management
California
$454K +$71.5K +1,343 +18%
AI
1307
Accredited Investors
Minnesota
$453K -$15.9K -298 -3%
AAP
1308
Arax Advisory Partners
Colorado
$453K +$154K +2,892 +50%
PWMAG
1309
Pinnacle Wealth Management Advisory Group
New Jersey
$451K -$2.18K -41 -0.5%
FTC
1310
Farmers Trust Company
Ohio
$450K -$6.71K -126 -1%
MA
1311
Montag & Associates
Georgia
$449K -$6.39K -120 -1%
CA
1312
Callahan Advisors
Texas
$449K +$59.9K +1,124 +15%
TM
1313
TigerOak Management
New Mexico
$448K +$457K +8,577 New
QC
1314
Quantessence Capital
New York
$447K +$455K +8,544 New
HR
1315
Howe & Rusling
New York
$446K -$39.4K -740 -8%
AB
1316
Atlas Brown
Kentucky
$446K +$29K +545 +7%
LGF
1317
LGT Group Foundation
Liechtenstein
$446K +$454K +8,526 New
IA
1318
IFG Advisors
Missouri
$446K
BPW
1319
Bingham Private Wealth
California
$445K +$454K +8,514 New
CFA
1320
Cahill Financial Advisors
Minnesota
$445K +$453K +8,510 New
SWA
1321
SFMG Wealth Advisors
Texas
$444K +$1.76K +33 +0.4%
PWA
1322
Providence Wealth Advisors
Illinois
$444K
ACP
1323
Aveo Capital Partners
Colorado
$443K -$104K -1,959 -19%
TWA
1324
TCI Wealth Advisors
Arizona
$443K -$7.08K -133 -2%
LRWA
1325
Long Run Wealth Advisors
New York
$443K +$176K +3,312 +64%

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.