We are live on ! Find out more
MO icon

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
PWPS
1526
Pinnacle Wealth Planning Services
Ohio
$315K -$127K -2,393 -28%
SXL
1527
Summit X LLC
Missouri
$314K +$6.29K +118 +2%
AAM
1528
Augustine Asset Management
Florida
$314K
1WM
1529
1900 Wealth Management
Texas
$313K +$746 +14 +0.2%
BIAS
1530
Beacon Investment Advisory Services
New Jersey
$313K +$2.02K +38 +0.6%
WTFG
1531
Wells Trecaso Financial Group
Ohio
$312K
FBT
1532
First Bankers Trust
Kentucky
$312K
TIA
1533
Tandem Investment Advisors
South Carolina
$312K +$2.45K +46 +0.8%
SCM
1534
Silvant Capital Management
Georgia
$312K
AA
1535
Armis Advisers
Georgia
$312K +$318K +5,961 New
LA
1536
Lane & Associates
New Jersey
$311K +$12.6K +236 +4%
CAS
1537
Coppell Advisory Solutions
Texas
$311K +$160K +2,997 +101%
TWA
1538
Trace Wealth Advisors
California
$310K +$316K +5,936 New
PG
1539
Prostatis Group
Maryland
$310K +$29K +545 +10%
VC
1540
Vestor Capital
Illinois
$310K +$31.8K +597 +11%
HIIFS
1541
Harel Insurance Investments & Financial Services
Israel
$310K +$86.6K +1,626 +38%
SAM
1542
SignalPoint Asset Management
Missouri
$309K +$906 +17 +0.3%
CFFP
1543
Center for Financial Planning
Michigan
$308K
LAS
1544
Lloyd Advisory Services
Georgia
$308K -$9.38K -176 -3%
SPWM
1545
Schrum Private Wealth Management
Florida
$307K -$302K -5,664 -49%
WDL
1546
Well Done LLC
Michigan
$307K
CFCI
1547
Comprehensive Financial Consultants Institutional
Indiana
$306K -$2.93K -55 -0.9%
EB
1548
Emprise Bank
Kansas
$306K -$2.72K -51 -0.9%
SSWM
1549
Smith Salley Wealth Management
North Carolina
$305K +$2.66K +50 +0.9%
IFU
1550
iSAM Funds (UK)
United Kingdom
$305K +$311K +5,839 New

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.