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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
GC
1751
Garde Capital
Washington
$228K
IA
1752
Insight Advisors
Pennsylvania
$228K +$479 +9 +0.2%
DA
1753
Detalus Advisors
Missouri
$227K
OWM
1754
Orca Wealth Management
Florida
$227K +$231K +4,339 New
RSA
1755
River Street Advisors
Illinois
$227K -$26.6K -500 -10%
NIM
1756
Northeast Investment Management
Massachusetts
$226K
HCM
1757
Hodges Capital Management
Texas
$226K +$230K +4,315 New
ATS
1758
Ashton Thomas Securities
New York
$226K +$25K +470 +12%
LGWM
1759
Litman Gregory Wealth Management
California
$225K
SPF
1760
South Plains Financial
Texas
$225K +$229K +4,305 New
NW
1761
Naviter Wealth
Arkansas
$225K +$225K +4,219 New
WMA
1762
West Michigan Advisors
Michigan
$225K +$225K +4,217 New
JE
1763
JMAC Enterprises
Pennsylvania
$224K
BWP
1764
Barlow Wealth Partners
Kentucky
$223K -$80K -1,502 -26%
NDSI
1765
Newman Dignan & Sheerar Inc
Rhode Island
$222K
SHFA
1766
SC&H Financial Advisors
Maryland
$222K
RPCONE
1767
Retirement Planning Company of New England
Rhode Island
$222K -$533 -10 -0.2%
FWM
1768
Forza Wealth Management
Florida
$222K
BCP
1769
Blue Chip Partners
Michigan
$221K -$114K -2,131 -34%
APW
1770
Axim Planning & Wealth
Ohio
$220K +$213 +4 +0.1%
BCM
1771
Becker Capital Management
Oregon
$220K
CFG
1772
Clayton Financial Group
Missouri
$219K +$8.52K +160 +4%
EFM
1773
E Fund Management
China
$219K +$223K +4,195 New
HFS
1774
Hoge Financial Services
Pennsylvania
$219K +$5.75K +108 +3%
NA
1775
Novus Advisors
South Carolina
$219K +$223K +4,187 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.