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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
GWP
1901
Gen-Wealth Partners
Michigan
$114K -$11.3K -213 -9%
ME
1902
McIlrath & Eck
Washington
$114K +$23.5K +441 +25%
M
1903
MOTCO
Texas
$113K -$6.92K -130 -6%
SFGP
1904
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$112K +$114K +2,148 New
TIM
1905
Thompson Investment Management
Wisconsin
$110K +$18.6K +349 +20%
MTIC
1906
Missouri Trust & Investment Company
Missouri
$110K
LFASL
1907
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$42.6K +800 +62%
OC
1908
Oarsman Capital
Wisconsin
$110K
CWM
1909
CarsonAllaria Wealth Management
Illinois
$109K -$19.8K -371 -15%
BFS
1910
Burkett Financial Services
South Carolina
$109K -$16.1K -302 -13%
PAM
1911
Parvin Asset Management
South Dakota
$108K +$110K +2,065 New
WAS
1912
Winch Advisory Services
Wisconsin
$107K +$4.9K +92 +5%
ETS
1913
ESL Trust Services
New York
$105K +$47.9K +900 +82%
AW
1914
Avion Wealth
Texas
$104K +$2.18K +41 +2%
WWP
1915
WR Wealth Planners
Missouri
$103K +$1.54K +29 +1%
SNB
1916
Security National Bank
Nebraska
$102K
DPW
1917
DiNuzzo Private Wealth
Pennsylvania
$102K -$107 -2 -0.1%
LC
1918
Lavaca Capital
Texas
$100K +$102K +1,922 New
PG
1919
Proffitt & Goodson
Tennessee
$95.6K +$4.53K +85 +5%
GJIA
1920
Glass Jacobson Investment Advisors
Maryland
$95.6K +$266 +5 +0.3%
FDW
1921
Fourth Dimension Wealth
Ohio
$95.6K +$97.4K +1,828 New
PMFA
1922
Plante Moran Financial Advisors
Michigan
$93.5K -$4.26K -80 -4%
NECFA
1923
New England Capital Financial Advisors
Connecticut
$89.3K +$1.71K +32 +2%
MB
1924
Mizuho Bank
Japan
$88.9K -$10.7K -200 -11%
CP
1925
Castleview Partners
Texas
$87.9K +$266 +5 +0.3%

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.