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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
DSA
1626
Droms Strauss Advisors
Missouri
$271K -$138K -2,588 -33%
KW
1627
Keyvantage Wealth
Pennsylvania
$270K +$275K +5,168 New
FA
1628
Fiduciary Alliance
South Carolina
$270K +$275K +5,165 New
MFG
1629
Mosaic Financial Group
Illinois
$270K
VA
1630
Valmark Advisers
Ohio
$269K +$56.7K +1,065 +26%
NEWAS
1631
N.E.W. Advisory Services
Wisconsin
$269K +$1.23K +23 +0.4%
BWP
1632
BSW Wealth Partners
Colorado
$269K +$63.9K +1,200 +30%
PCS
1633
Private Client Services
Kentucky
$269K -$2.72K -51 -1%
OFS
1634
OMC Financial Services
New York
$268K
SDWIA
1635
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K +$5.75K +108 +2%
CCM
1636
Chilton Capital Management
Texas
$267K +$26.8K +504 +11%
NPFS
1637
Novak & Powell Financial Services
Florida
$266K +$906 +17 +0.3%
SBWIC
1638
Schaper Benz & Wise Investment Counsel
Wisconsin
$265K +$16.8K +315 +7%
MW
1639
MBL Wealth
North Carolina
$265K +$21K +395 +8%
EFSCE
1640
Enterprise Financial Services Corp (EFSC)
Missouri
$264K +$10.3K +194 +4%
MPI
1641
Mairs & Power Inc
Minnesota
$264K +$160 +3 +0.1%
BIA
1642
Barry Investment Advisors
Massachusetts
$264K +$2.56K +48 +1%
TFO
1643
Tarbox Family Office
California
$264K +$1.39K +26 +0.5%
FUBT
1644
First United Bank & Trust
Maryland
$263K
6F
1645
626 Financial
Michigan
$263K
GWANC
1646
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K +$55.6K +1,043 +26%
LWM
1647
LJI Wealth Management
Indiana
$262K -$17.3K -325 -6%
FFWA
1648
Forthright Family Wealth Advisory
Texas
$261K
GCM
1649
Graver Capital Management
Ohio
$261K +$266K +5,000 New
AF
1650
Arrow Financial
New York
$261K -$26.6K -500 -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.