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
GWM
1651
Greenhouse Wealth Management
Connecticut
$261K
FWP
1652
FAS Wealth Partners
Kansas
$260K -$16.9K -318 -6%
OHWP
1653
Oak Harbor Wealth Partners
North Carolina
$260K +$1.92K +36 +0.7%
IFWM
1654
Institute for Wealth Management
Colorado
$260K +$373 +7 +0.1%
TFA
1655
Toth Financial Advisory
Virginia
$260K -$1.86K -35 -0.7%
BCMLT
1656
Beacon Capital Management LLC (Tennessee)
Tennessee
$259K +$1.97K +37 +0.8%
WAC
1657
William Allan Corp
Colorado
$258K +$10.9K +204 +4%
WAG
1658
Wheelhouse Advisory Group
Missouri
$257K +$2.08K +39 +0.8%
LWM
1659
Lakeridge Wealth Management
Ohio
$256K -$6.71K -126 -3%
YAM
1660
Yacktman Asset Management
Texas
$256K
YIM
1661
Yoffe Investment Management
Pennsylvania
$256K +$261K +4,900 New
CICI
1662
Capital Investment Counsel Inc
North Carolina
$255K -$16.4K -307 -6%
CCAM
1663
Cascades Capital Asset Management
North Carolina
$255K +$259K +4,870 New
SCG
1664
Sonata Capital Group
Washington
$254K
TCM
1665
TT Capital Management
California
$254K +$264K +4,957 New
NWM
1666
Northwest Wealth Management
Iowa
$254K +$2.5K +47 +1%
MHB
1667
Midwest Heritage Bank
Iowa
$254K +$479 +9 +0.2%
JC
1668
JB Capital
Connecticut
$253K -$8.95K -168 -3%
BI
1669
Beckerman Institutional
New Jersey
$253K
CFG
1670
Compton Financial Group
Maryland
$252K -$38.7K -726 -13%
EFG
1671
Elios Financial Group
Ohio
$252K +$257K +4,824 New
BCB
1672
Brian C. Broderick
$252K
JWM
1673
Jeppson Wealth Management
California
$252K +$5.33K +100 +2%
AP
1674
Atwood & Palmer
Missouri
$251K
AWP
1675
Atlas Wealth Partners
Pennsylvania
$251K -$10.7K -200 -4%

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.