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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
ZIC
1551
ZWJ Investment Counsel
Georgia
$305K +$26.6K +500 +9%
AIFAIM
1552
American Institute for Advanced Investment Management
Arizona
$304K -$2.4K -45 -0.8%
CL
1553
COWA LLC
Oklahoma
$303K
WIM
1554
WealthPlan Investment Management
Nebraska
$303K -$60.2K -1,131 -16%
WFA
1555
WMG Financial Advisors
Tennessee
$302K +$266 +5 +0.1%
RCI
1556
RS Crum Inc
California
$301K
JLBC
1557
J.L. Bainbridge & Co
Florida
$301K +$1.44K +27 +0.5%
SIA
1558
Soltis Investment Advisors
Utah
$301K +$60K +1,126 +24%
MF
1559
Manchester Financial
California
$301K
COI
1560
Connable Office Inc
Michigan
$300K
TWP
1561
Triad Wealth Partners
Kansas
$300K +$306K +5,743 New
AWM
1562
Avaii Wealth Management
Wisconsin
$300K -$33.4K -627 -10%
MA
1563
Mezzasalma Advisors
New Jersey
$299K -$15.7K -294 -5%
EIM
1564
Ervin Investment Management
Washington
$298K
AWM
1565
Act Wealth Management
Texas
$298K +$5.27K +99 +2%
OWP
1566
ORG Wealth Partners
Texas
$298K +$852 +16 +0.3%
VC
1567
Vicus Capital
Pennsylvania
$297K +$2.08K +39 +0.7%
AWM
1568
Aberdeen Wealth Management
Illinois
$297K -$5.33K -100 -2%
MWM
1569
MBE Wealth Management
Wisconsin
$297K +$303K +5,682 New
ICP
1570
Interchange Capital Partners
Pennsylvania
$297K -$46.4K -871 -13%
PCP
1571
Proficio Capital Partners
Massachusetts
$296K +$73.8K +1,385 +32%
SN
1572
Sittner & Nelson
Oregon
$296K
AA
1573
Alta Advisers
United Kingdom
$296K +$35.4K +664 +13%
KCM
1574
Kornitzer Capital Management
Kansas
$296K
PGAM
1575
Princeton Global Asset Management
New Jersey
$296K

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.