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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
CWM
1926
Cranbrook Wealth Management
Michigan
$84.1K +$746 +14 +0.9%
PCFFS
1927
Pacific Center for Financial Services
California
$83.8K
HC
1928
Hoese & Co
Minnesota
$83.7K
EDRH
1929
Edmond de Rothschild Holding
Switzerland
$83.7K +$5.33K +100 +7%
MEG
1930
Millstone Evans Group
Colorado
$83.1K +$84.7K +1,590 New
TFIPS
1931
Towarzystwo Funduszy Inwestycyjnych PZU SA
$82.1K
SAM
1932
S.A. Mason
Michigan
$81.8K
WCM
1933
Westend Capital Management
California
$81.8K +$47.8K +898 +135%
BL
1934
BFSG LLC
California
$80.9K -$27.5K -517 -25%
EWM
1935
Evermay Wealth Management
Virginia
$80.9K
BC
1936
Barrett & Company
Rhode Island
$80.3K +$1.33K +25 +2%
KA
1937
Kozak & Associates
Colorado
$80.2K
QC
1938
Quent Capital
New York
$79.6K +$14K +263 +21%
RWM
1939
Rialto Wealth Management
New York
$79.2K +$80.7K +1,515 New
PBK
1940
Peoples Bank (Kansas)
Kansas
$78.5K +$3.2K +60 +4%
BIA
1941
Bell Investment Advisors
California
$78.2K +$3.36K +63 +4%
HWM
1942
Hemington Wealth Management
Virginia
$77K +$5.97K +112 +8%
OLVIG
1943
Oliver Lagore Vanvalin Investment Group
Michigan
$76.8K +$10.7K +200 +16%
BWAM
1944
Boyd Watterson Asset Management
Ohio
$76.6K
PCTC
1945
Perkins Coie Trust Company
Washington
$76.3K
UCB
1946
United Community Bank
South Carolina
$75.8K -$6.23K -117 -7%
Walleye Capital
1947
Walleye Capital
New York
$74.4K -$919K -17,251 -92%
VWM
1948
Vermillion Wealth Management
Minnesota
$74.1K +$75.5K +1,418 New
CA
1949
Crewe Advisors
Utah
$73.7K +$426 +8 +0.6%
IUHSA
1950
Itau Unibanco Holding S.A.
Brazil
$73.6K +$52.9K +993 +239%

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.