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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
WDG
1351
Wealth Dimensions Group
Ohio
$426K -$58K -1,089 -12%
IRC
1352
Investors Research Corp
Georgia
$426K -$12K -225 -3%
MCM
1353
Mill Capital Management
North Carolina
$426K -$576K -10,821 -57%
HIC
1354
Holderness Investments Company
North Carolina
$425K -$2.93K -55 -0.7%
FWTB
1355
First Western Trust Bank
Colorado
$423K +$4.85K +91 +1%
FFP
1356
FourThought Financial Partners
Florida
$421K +$429K +8,059 New
CWP
1357
Concord Wealth Partners
Virginia
$420K +$98.9K +1,856 +30%
DI
1358
DDFG Inc
California
$420K -$1.39K -26 -0.3%
ST
1359
Smithfield Trust
Pennsylvania
$418K
WHRC
1360
W.H. Reaves & Co
New Jersey
$418K
SL
1361
Sentry LLC
Tennessee
$418K
OWP
1362
Obermeyer Wealth Partners
Colorado
$417K +$167K +3,139 +65%
MCM
1363
Manchester Capital Management
Vermont
$417K +$107 +2 +0%
CAM
1364
Councilmark Asset Management
Tennessee
$417K
GA
1365
GFS Advisors
Texas
$416K +$46.5K +873 +12%
TCPW
1366
Twin City Private Wealth
North Carolina
$414K -$31.5K -591 -7%
BIG
1367
Brooklyn Investment Group
New York
$414K +$161K +3,024 +62%
BA
1368
Bristlecone Advisors
Washington
$413K -$64.5K -1,211 -13%
WA
1369
WealthTrust Axiom
Pennsylvania
$413K +$14.3K +269 +4%
RMDI
1370
R.M. Davis Inc
Maine
$412K +$29.4K +552 +8%
PK
1371
Pflug Koory
Nebraska
$412K
JF
1372
Jump Financial
Illinois
$412K -$1.05M -19,782 -72%
HIC
1373
Harvey Investment Company
Kentucky
$410K
CCA
1374
Cobblestone Capital Advisors
New York
$410K -$31.4K -590 -7%
SSWM
1375
Strait & Sound Wealth Management
California
$409K -$14.1K -265 -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.