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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
CA
1326
Claro Advisors
Massachusetts
$442K -$31.6K -593 -7%
GL
1327
Gerber LLC
Ohio
$441K -$3.41K -64 -0.8%
UBV
1328
United Bank (Virginia)
Virginia
$441K -$166K -3,125 -27%
CWM
1329
Challenger Wealth Management
California
$440K +$448K +8,415 New
PA
1330
Prossimo Advisors
California
$440K -$16.7K -313 -4%
VFG
1331
V2 Financial group
Illinois
$438K -$15.7K -294 -3%
ACM
1332
Alethea Capital Management
Washington
$437K +$446K +8,366 New
BCM
1333
Birmingham Capital Management
Alabama
$437K
SAM
1334
SP Asset Management
California
$437K -$746 -14 -0.2%
SC
1335
Stephens Consulting
Michigan
$437K +$1.01K +19 +0.2%
VFA
1336
Voya Financial Advisors
Connecticut
$437K +$8.26K +155 +2%
VCM
1337
Vivaldi Capital Management
Illinois
$437K +$23.9K +449 +6%
SP
1338
Stablepoint Partners
Massachusetts
$435K +$26.6K +500 +6%
GWSG
1339
GPS Wealth Strategies Group
Colorado
$435K -$12.8K -241 -3%
OIC
1340
Orion Investment Company
Missouri
$434K +$53K +995 +14%
BSTWA
1341
Blake Schutter Theil Wealth Advisors
Ohio
$431K -$13.7K -257 -3%
CPRC
1342
Consolidated Portfolio Review Corp
New York
$431K +$112K +2,105 +34%
FP
1343
Financial Perspectives
Minnesota
$431K +$107 +2 +0%
DSC
1344
Duncker Streett & Co
Missouri
$430K -$6.98K -131 -2%
ECG
1345
Edge Capital Group
Georgia
$430K +$6.13K +115 +1%
DZ Bank
1346
DZ Bank
Germany
$429K -$53 -1 -0%
ACM
1347
Absolute Capital Management
Pennsylvania
$429K +$437K +8,200 New
CST
1348
Charles Schwab Trust
Nevada
$428K -$3.2K -60 -0.7%
UWP
1349
Uniting Wealth Partners
Kansas
$427K +$435K +8,174 New
ACG
1350
Allen Capital Group
Nebraska
$427K +$11.1K +208 +3%

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.