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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
SIA
1601
Schechter Investment Advisors
Michigan
$284K +$28.4K +533 +11%
TA
1602
TrueWealth Advisors
Alabama
$283K -$107 -2 -0%
BHIA
1603
Birch Hill Investment Advisors
Massachusetts
$283K +$426 +8 +0.1%
TW
1604
TrinityPoint Wealth
Connecticut
$282K +$5.22K +98 +2%
BHWM
1605
Bar Harbor Wealth Management
New Hampshire
$281K -$1.86K -35 -0.6%
SAS
1606
Stelac Advisory Services
New York
$281K +$3.68K +69 +1%
PIM
1607
Penobscot Investment Management
Massachusetts
$281K +$286K +5,366 New
LW
1608
Linscomb Wealth
Texas
$280K -$18.5K -348 -6%
SLC
1609
Second Line Capital
Louisiana
$280K +$14.5K +272 +5%
RWP
1610
Ridgecrest Wealth Partners
California
$280K -$26.6K -500 -9%
ML
1611
McAdam LLC
Pennsylvania
$279K +$284K +5,337 New
FCB
1612
First County Bank
Connecticut
$278K -$14.1K -265 -5%
SFM
1613
Signet Financial Management
New Jersey
$278K +$283K +5,308 New
HTHT
1614
Hemenway Trust Hemenway Trust
New Hampshire
$277K
GIA
1615
Guyasuta Investment Advisors
Pennsylvania
$276K
IDA
1616
Intelligence Driven Advisers
California
$275K -$6.92K -130 -2%
HW
1617
Hedeker Wealth
Illinois
$275K +$5.59K +105 +2%
HA
1618
Helium Advisors
Washington
$273K +$278K +5,220 New
AIC
1619
Archer Investment Corporation
Indiana
$273K +$1.71K +32 +0.6%
FBC
1620
Fairfield, Bush & Co
Connecticut
$272K -$12.4K -233 -4%
EL
1621
EWA LLC
Pennsylvania
$272K +$44.9K +843 +19%
CFS
1622
CRA Financial Services
New Jersey
$272K -$8.26K -155 -3%
EWM
1623
Executive Wealth Management
Michigan
$271K +$3.36K +63 +1%
EIP
1624
Ellis Investment Partners
Pennsylvania
$271K +$1.76K +33 +0.6%
CAM
1625
Concorde Asset Management
Michigan
$271K +$1.86K +35 +0.7%

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.