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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
ACM
1376
Aljian Capital Management
Nevada
$409K +$1.65K +31 +0.4%
ES
1377
ETF Store
Kansas
$408K +$8.58K +161 +2%
SP
1378
Successful Portfolios
Florida
$405K +$1.12K +21 +0.3%
MFGM
1379
Marshall Financial Group (Maryland)
Maryland
$404K -$5.59K -105 -1%
CIA
1380
Cohen Investment Advisors
New Hampshire
$404K +$13.8K +260 +3%
HAS
1381
Holland Advisory Services
Florida
$403K
WPP
1382
Whalerock Point Partners
Rhode Island
$403K
EAM
1383
Evanson Asset Management
California
$403K +$1.17K +22 +0.3%
OIA
1384
Optimum Investment Advisors
Illinois
$401K
RCM
1385
Raleigh Capital Management
North Carolina
$401K +$18.6K +350 +5%
PJSIMP
1386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$401K +$107 +2 +0%
PL
1387
Plancorp LLC
Missouri
$400K +$37.3K +701 +10%
BFG
1388
Berger Financial Group
Minnesota
$400K +$77.4K +1,453 +23%
PPWP
1389
Premier Path Wealth Partners
New Jersey
$400K +$13K +244 +3%
GD
1390
Grandfield & Dodd
New York
$398K
YWS
1391
Yarger Wealth Strategies
Ohio
$398K +$11.9K +223 +3%
IC
1392
Iconiq Capital
California
$397K +$404K +7,583 New
PTP
1393
Platform Technology Partners
New York
$396K -$3.57K -67 -0.9%
HFO
1394
Heritage Family Offices
Arizona
$394K +$22.4K +420 +6%
WA
1395
WBH Advisory
Maryland
$393K -$2.34K -44 -0.6%
MWM
1396
Mindset Wealth Management
Indiana
$392K
CL
1397
CLG LLC
California
$392K +$399K +7,488 New
CCA
1398
Cravens & Co Advisors
Tennessee
$391K +$11.4K +214 +3%
Jacobs Levy Equity Management
1399
Jacobs Levy Equity Management
New Jersey
$391K
SIAG
1400
Safeguard Investment Advisory Group
California
$390K -$693 -13 -0.2%

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.