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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
UPS
1776
UHLMANN PRICE SECURITIES
Illinois
$219K +$1.44K +27 +0.6%
AW
1777
Alteri Wealth
California
$218K +$222K +4,170 New
DWM
1778
Diversify Wealth Management
Utah
$218K +$228K +4,280 New
HWM
1779
Horizon Wealth Management
Illinois
$217K +$479 +9 +0.2%
FA
1780
FSA Advisors
Michigan
$217K -$77.4K -1,453 -26%
SWP
1781
Strategic Wealth Partners
Ohio
$216K +$215K +4,037 New
SAW
1782
Signal Advisors Wealth
Michigan
$216K -$61.4K -1,153 -22%
RIG
1783
RiverFront Investment Group
Virginia
$216K +$220K +4,129 New
VIPI
1784
Vista Investment Partners II
Indiana
$216K +$220K +4,128 New
RC
1785
Roundview Capital
New Jersey
$216K
PIWA
1786
Prevail Innovative Wealth Advisors
Kansas
$215K +$219K +4,116 New
DWMS
1787
Dominguez Wealth Management Solutions
Virginia
$215K +$1.17K +22 +0.5%
NG
1788
Novem Group
New York
$215K +$219K +4,108 New
FFG
1789
Fortem Financial Group
California
$215K +$2.56K +48 +1%
SWM
1790
Stockman Wealth Management
Montana
$213K -$13.8K -260 -6%
FFWM
1791
Future Financial Wealth Management
Ohio
$212K +$16K +300 +8%
VHAM
1792
Van Hulzen Asset Management
California
$212K
ABTD
1793
Arvest Bank Trust Division
Oklahoma
$212K +$216K +4,047 New
CCM
1794
Crew Capital Management
Ohio
$211K
MWA
1795
Medallion Wealth Advisors
Connecticut
$211K +$210K +3,933 New
BW
1796
BIP Wealth
Georgia
$211K +$215K +4,028 New
TSWM
1797
Triangle Securities Wealth Management
North Carolina
$210K -$4.53K -85 -2%
IPW
1798
Intergy Private Wealth
Colorado
$210K +$214K +4,017 New
QL
1799
Quarry LP
New York
$210K +$23.9K +448 +13%
WAL
1800
W Advisors LLC
Tennessee
$209K +$1.17K +22 +0.6%

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.