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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
JAG
1701
Journey Advisory Group
Kentucky
$241K
CFD
1702
Creative Financial Designs
Indiana
$241K -$6.55K -123 -3%
CT
1703
Coastline Trust
Rhode Island
$241K
MMG
1704
Monetary Management Group
Missouri
$241K
I
1705
INVST
Indiana
$240K +$17.4K +327 +8%
WCG
1706
Weaver Consulting Group
California
$240K -$3.04K -57 -1%
LWANC
1707
Laurel Wealth Advisors (North Carolina)
North Carolina
$240K +$10.7K +200 +5%
Q1WB
1708
Quest 10 Wealth Builders
Virginia
$240K +$244K +4,586 New
XWM
1709
Xcel Wealth Management
Florida
$240K +$852 +16 +0.4%
BWP
1710
Balboa Wealth Partners
Arizona
$240K -$4.16K -78 -2%
TC
1711
Truvestments Capital
Florida
$240K +$10.1K +190 +4%
CCA
1712
Clearwater Capital Advisors
Illinois
$239K -$52.9K -993 -18%
NCM
1713
Next Capital Management
New York
$239K -$41.2K -773 -14%
GWP
1714
Gateway Wealth Partners
Wisconsin
$239K +$6.82K +128 +3%
EWM
1715
Elmwood Wealth Management
California
$238K
BB
1716
Berkshire Bank
Massachusetts
$238K -$16K -300 -6%
HNWAG
1717
High Net Worth Advisory Group
Florida
$238K
NAM
1718
NTV Asset Management
West Virginia
$238K
DDC
1719
DF Dent & Co
Maryland
$237K -$1.39K -26 -0.6%
IIC
1720
Ironwood Investment Counsel
Arizona
$237K +$2.82K +53 +1%
HB
1721
HTLF Bank
Colorado
$237K
FAG
1722
Fortitude Advisory Group
Washington
$237K -$38.8K -728 -14%
OL
1723
OneFund LLC
Florida
$236K +$1.92K +36 +0.8%
DP
1724
Dearborn Partners
Illinois
$236K +$26.6K +500 +12%
MA
1725
Maxele Advisors
Missouri
$235K +$240K +4,502 New

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.