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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
GPWM
1826
Grant Private Wealth Management
California
$202K +$206K +3,862 New
HA
1827
Huntleigh Advisors
Missouri
$201K +$205K +3,839 New
FHC
1828
First Heartland Consultants
Missouri
$201K +$204K +3,836 New
VPP
1829
Vertex Planning Partners
Illinois
$201K +$204K +3,835 New
KAM
1830
KEB Asset Management
Illinois
$200K +$204K +3,833 New
TW
1831
TritonPoint Wealth
Maryland
$200K +$200K +3,758 New
JF
1832
JSF Financial
California
$200K -$59.3K -1,114 -23%
SIS
1833
Strategic Investment Solutions
Illinois
$200K -$3.14K -59 -1%
FRA
1834
Front Row Advisors
California
$199K -$28.9K -542 -12%
YDMI
1835
Y.D. More Investments
Israel
$196K -$14.7K -276 -7%
MLA
1836
MB, Levis & Associates
Pennsylvania
$195K +$2.82K +53 +1%
CAWM
1837
Capital A Wealth Management
Pennsylvania
$191K +$194K +3,651 New
WIM
1838
Westside Investment Management
California
$191K
BAM
1839
Bellevue Asset Management
Washington
$191K +$373 +7 +0.2%
USB
1840
Union Savings Bank
Connecticut
$190K -$2.82K -53 -1%
CAL
1841
Capital Advisors Ltd
Ohio
$190K +$9.06K +170 +5%
ATC
1842
Adirondack Trust Company
New York
$187K
GIBU
1843
Gulf International Bank (UK)
United Kingdom
$187K -$80.7K -1,514 -30%
FDCP
1844
Foster Dykema Cabot & Partners
Massachusetts
$187K -$5.06K -95 -3%
WI
1845
Wintrust Investments
Illinois
$186K -$167K -3,136 -47%
PSB
1846
Piscataqua Savings Bank
New Hampshire
$185K
CH
1847
Cromwell Holdings
Wyoming
$185K
DIP
1848
DT Investment Partners
Pennsylvania
$182K -$27K -506 -13%
APW
1849
Acima Private Wealth
Virginia
$181K
AF
1850
Atala Financial
California
$180K +$183K +3,440 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.