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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
WCM
1801
Wedge Capital Management
North Carolina
$209K +$4.05K +76 +2%
ICM
1802
Intrepid Capital Management
Florida
$209K +$213K +4,000 New
FWSM
1803
First Wilshire Securities Management
California
$209K
SAM
1804
Smith Asset Management
Florida
$208K +$212K +3,986 New
CCG
1805
Ceeto Capital Group
Florida
$208K
ACA
1806
American Capital Advisory
Idaho
$208K +$7.46K +140 +4%
AWM
1807
Aries Wealth Management
Maine
$208K
GAB
1808
German American Bancorp
Indiana
$208K
SIC
1809
Sage Investment Counsel
Tennessee
$208K +$211K +3,970 New
MMHP
1810
Murphy Middleton Hinkle & Parker
Georgia
$207K
KIC
1811
Keating Investment Counselors
Florida
$206K
APWM
1812
Anchor Pointe Wealth Management
Missouri
$206K +$211K +3,954 New
IA
1813
IAM Advisory
Pennsylvania
$206K +$426 +8 +0.2%
CJ
1814
Caitlin John
Michigan
$206K -$10.7K -200 -5%
VFPW
1815
Vantage Financial Partners (Wisconsin)
Wisconsin
$205K -$39.5K -741 -16%
FFA
1816
Florida Financial Advisors
Florida
$205K +$209K +3,915 New
RBFC
1817
Roman Butler Fullerton & Co
Missouri
$205K -$15.1K -284 -7%
SIS
1818
Sound Income Strategies
Florida
$204K -$11.2K -211 -5%
BBPWM
1819
Blue Bell Private Wealth Management
Pennsylvania
$204K
MFWP
1820
Mosaic Family Wealth Partners
Missouri
$204K +$208K +3,899 New
BWM
1821
Baron Wealth Management
Michigan
$204K -$5.11K -96 -2%
BW
1822
BostonPremier Wealth
Massachusetts
$204K +$207K +3,893 New
CCC
1823
Compass Capital Corp
Massachusetts
$203K +$207K +3,879 New
FSBI
1824
Fearless Solutions (Best Invest)
Texas
$203K +$206K +3,875 New
BA
1825
Bluesphere Advisors
Pennsylvania
$202K +$206K +3,867 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.