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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
OWA
1576
Opal Wealth Advisors
New York
$296K -$8.04K -151 -3%
FAT
1577
First American Trust
California
$296K -$23.6K -443 -7%
TF
1578
Trek Financial
Arizona
$296K -$150K -2,821 -33%
EIA
1579
Edgemoor Investment Advisors
Maryland
$294K
MBI
1580
May Barnhard Investments
Maryland
$293K +$5.97K +112 +2%
BCM
1581
Bienville Capital Management
New York
$293K
SIM
1582
Stratos Investment Management
Ohio
$292K -$38.5K -722 -11%
SFG
1583
Shum Financial Group
California
$291K -$40.7K -764 -12%
WA
1584
Whipplewood Advisors
Colorado
$291K +$297K +5,568 New
PWM
1585
Palacios Wealth Management
Florida
$291K +$303K +5,685 New
GSWM
1586
Golden State Wealth Management
California
$291K +$296K +5,559 New
BAM
1587
Byrne Asset Management
New Jersey
$289K -$304K -5,715 Closed
QWP
1588
Quotient Wealth Partners
Texas
$289K +$33.4K +627 +13%
FGWP
1589
Founders Grove Wealth Partners
Virginia
$288K +$294K +5,517 New
VCM
1590
Virtue Capital Management
Tennessee
$288K -$27.3K -512 -8%
GWA
1591
Gratus Wealth Advisors
Virginia
$288K
CA
1592
Centerpoint Advisors
Massachusetts
$288K -$13.3K -250 -4%
SFA
1593
Souders Financial Advisors
Ohio
$287K +$49K +920 +20%
TPI
1594
Trust Point Inc
Wisconsin
$287K +$2.61K +49 +0.9%
BOJHT
1595
Bank of Jackson Hole Trust
Wyoming
$286K +$292K +5,477 New
WCF
1596
West Coast Financial
California
$285K
LIM
1597
Letson Investment Management
Georgia
$284K
SWIM
1598
Smallwood Wealth Investment Management
New Jersey
$284K -$4.69K -88 -2%
GWWM
1599
Great Waters Wealth Management
Minnesota
$284K
HIA
1600
Harbor Investment Advisory
Maryland
$284K

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.