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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
SWM
1851
Sugarloaf Wealth Management
Georgia
$178K +$4.26K +80 +2%
FMTCOCP
1852
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$178K -$7.99K -150 -4%
IRAG
1853
Investment Research & Advisory Group
Georgia
$176K
PP
1854
PFS Partners
New Jersey
$175K +$906 +17 +0.5%
CB
1855
CNB Bank
Pennsylvania
$174K +$56.6K +1,062 +47%
EBA
1856
Eagle Bay Advisors
New York
$171K
SGC
1857
Slocum, Gordon & Co
Rhode Island
$170K -$10.7K -200 -6%
FCAS
1858
First Command Advisory Services
Texas
$169K
EFG
1859
Ethos Financial Group
Pennsylvania
$168K +$168K +3,145 New
PSFG
1860
Park Square Financial Group
Georgia
$166K +$169K +3,176 New
TSMHT
1861
Thurston Springer Miller Herd & Titak
Indiana
$166K +$53.9K +1,011 +47%
ARMT
1862
Amica Retiree Medical Trust
Rhode Island
$165K -$14.6K -274 -8%
ITIM
1863
Indiana Trust & Investment Management
Indiana
$159K
FC
1864
Fairscale Capital
New Hampshire
$159K
KFI
1865
Key Financial Inc
Pennsylvania
$158K
JEST
1866
JTC Employer Solutions Trustee
Jersey
$156K
AGWCA
1867
Annis Gardner Whiting Capital Advisors
Florida
$155K +$6.71K +126 +5%
VCM
1868
Versant Capital Management
Arizona
$154K +$18.9K +354 +14%
RP
1869
Rowlandmiller & Partners
Georgia
$153K +$45.3K +850 +41%
TLA
1870
Tanglewood Legacy Advisors
Texas
$153K
AA
1871
AlphaMark Advisors
Kentucky
$152K
CCMW
1872
Cypress Capital Management (Wyoming)
Wyoming
$152K
FS
1873
Financially Speaking
Colorado
$149K +$152K +2,850 New
JWA
1874
JFS Wealth Advisors
Pennsylvania
$148K -$6.07K -114 -4%
PAI
1875
Pittenger & Anderson Inc
Nebraska
$147K +$906 +17 +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.