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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
EW
1726
Element Wealth
Mississippi
$235K -$5.49K -103 -2%
AWS
1727
Arkfeld Wealth Strategies
Nebraska
$235K +$2.34K +44 +1%
PFWA
1728
Paces Ferry Wealth Advisors
Georgia
$234K -$11.4K -214 -5%
UBG
1729
United Bank (Georgia)
Georgia
$234K +$238K +4,467 New
FAIM
1730
Financial Advocates Investment Management
Washington
$233K +$19.6K +367 +9%
ISL
1731
Ingalls & Snyder LLC
New York
$233K -$14K -262 -6%
CF
1732
Claris Financial
Virginia
$233K +$237K +4,449 New
APG
1733
Abacus Planning Group
South Carolina
$232K +$320 +6 +0.1%
FFG
1734
Frisch Financial Group
New York
$232K -$5.97K -112 -2%
TFF
1735
The Family Firm
Maryland
$232K +$53 +1 +0%
ALC
1736
Alexander Labrunerie & Co
Missouri
$231K +$1.17K +22 +0.5%
PCM
1737
Penserra Capital Management
California
$231K +$229K +4,292 +2,981%
KLI
1738
Kelman-Lazarov Inc
Tennessee
$231K +$235K +4,416 New
AFO
1739
Allie Family Office
Florida
$231K
AC
1740
Apella Capital
Connecticut
$231K -$8.42K -158 -3%
NRG
1741
Nemes Rush Group
Michigan
$231K +$200K +3,763 +580%
RWM
1742
Rockline Wealth Management
New York
$230K +$16K +300 +7%
FCFC
1743
First Citizens Financial Corp
Iowa
$230K +$10.7K +200 +5%
BBI
1744
Baxter Bros Inc
Connecticut
$230K
LWM
1745
LongView Wealth Management
Georgia
$230K -$426 -8 -0.2%
GWMIA
1746
Global Wealth Management Investment Advisory
Florida
$230K -$26.6K -500 -10%
MFC
1747
Mechanics Financial Corp
Ohio
$230K -$5.33K -100 -2%
FFC
1748
First Financial Corp
Indiana
$229K
NB
1749
Nicolet Bankshares
Wisconsin
$229K
MG
1750
Marex Group
$228K +$233K +4,366 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.