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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
MSWM
1426
McGlone Suttner Wealth Management
Wisconsin
$370K +$18.4K +346 +5%
IAP
1427
Indie Asset Partners
Indiana
$369K +$426 +8 +0.1%
OSNBOA
1428
Old Second National Bank of Aurora
Illinois
$369K -$54.1K -1,015 -13%
CTI
1429
Community Trust & Investment
Kentucky
$369K
LFA
1430
Legacy Financial Advisors
Kentucky
$367K +$90.8K +1,704 +32%
PB
1431
Pinnacle Bancorp
Nebraska
$367K -$2.13K -40 -0.6%
RCA
1432
Ranch Capital Advisors
Florida
$367K +$8.42K +158 +2%
TPW
1433
Talon Private Wealth
Florida
$366K +$373K +7,004 New
BO
1434
Bank OZK
Arkansas
$364K -$25.8K -485 -7%
BW
1435
Blalock Williams
Alabama
$363K +$370K +6,938 New
WCAMG
1436
Woodard & Company Asset Management Group
North Carolina
$362K
HCM
1437
Howland Capital Management
Massachusetts
$361K -$17.5K -329 -5%
SWP
1438
Summit Wealth Partners
Florida
$360K -$9.32K -175 -2%
SPWG
1439
Sage Private Wealth Group
Illinois
$360K -$8.1K -152 -2%
ET
1440
Equitable Trust
Tennessee
$360K -$79.9K -1,500 -18%
MAG
1441
Mayfair Advisory Group
Alabama
$359K +$1.81K +34 +0.5%
WCM
1442
Winebrenner Capital Management
Kentucky
$359K +$366K +6,871 New
MS
1443
Maven Securities
Jersey
$359K +$58.8K +1,104 +19%
SI
1444
Severin Investments
Missouri
$358K +$364K +6,840 New
PIA
1445
Perennial Investment Advisors
California
$358K +$59.9K +1,125 +20%
SFFS
1446
Stonehage Fleming Financial Services
Jersey
$357K
CWS
1447
Cypress Wealth Services
California
$356K -$34K -639 -9%
EWM
1448
EPG Wealth Management
Georgia
$355K +$3.41K +64 +1%
ZIG
1449
Zullo Investment Group
Pennsylvania
$352K +$22K +413 +7%
FDDB
1450
Fidelity D&D Bancorp
Pennsylvania
$352K -$33.9K -636 -9%

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.