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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
IA
1401
Integrity Alliance
Iowa
$390K +$397K +7,450 New
TFG
1402
Taylor Financial Group
Virginia
$388K +$13.3K +250 +3%
JSW
1403
Journey Strategic Wealth
New Jersey
$386K -$8.52K -160 -2%
LI
1404
LRI Investments
Florida
$386K -$17.2K -322 -4%
RZH
1405
Relyea Zuckerberg Hanson
Connecticut
$386K +$393K +7,373 New
BT
1406
Banque Transatlantique
France
$385K +$394K +7,397 New
APA
1407
Astoria Portfolio Advisors
New York
$384K +$18.5K +347 +5%
CPSAC
1408
Chas P. Smith & Associates (CPS)
Florida
$384K +$134K +2,522 +52%
MG
1409
Mather Group
Illinois
$383K -$3.68K -69 -0.9%
AWAP
1410
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$382K -$1.54K -29 -0.4%
HAS
1411
Horizon Advisory Services
New York
$381K +$388K +7,287 New
CNBT
1412
Canandaigua National Bank & Trust
New York
$379K -$9.64K -181 -2%
BFA
1413
Beaumont Financial Advisors
Massachusetts
$378K +$20K +376 +5%
CFP
1414
Cascade Financial Partners
California
$377K +$384K +7,206 New
ANBT
1415
American National Bank & Trust
Texas
$376K +$40.5K +760 +12%
FPW
1416
Fairvoy Private Wealth
Alabama
$376K +$383K +7,191 New
SSW
1417
Smith Shellnut Wilson
Mississippi
$376K -$2.66K -50 -0.7%
RFA
1418
Register Financial Advisors
Georgia
$375K +$1.17K +22 +0.3%
BOPW
1419
Brandywine Oak Private Wealth
Pennsylvania
$375K +$162K +3,036 +73%
TSW
1420
Thompson Siegel & Walmsley
Virginia
$374K +$36.8K +691 +11%
EFL
1421
ERn Financial LLC
Wisconsin
$373K -$21.6K -406 -5%
DSN
1422
D. Scott Neal
Kentucky
$373K
FBFS
1423
First Business Financial Services
Wisconsin
$372K
FFBTD
1424
First Financial Bank - Trust Division
Ohio
$372K -$3.62K -68 -0.9%
DIM
1425
Delta Investment Management
California
$371K +$1.54K +29 +0.4%

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.