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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
AWM
1951
Atticus Wealth Management
Florida
$72.1K +$426 +8 +0.6%
KBFS
1952
Kohmann Bosshard Financial Services
Ohio
$70.6K +$71.9K +1,350 New
WWA
1953
Wingate Wealth Advisors
Massachusetts
$70.6K +$71.9K +1,350 New
CH
1954
Canton Hathaway
Rhode Island
$70K
CPG
1955
Cornerstone Planning Group
New Jersey
$68.4K +$3.2K +60 +5%
PFA
1956
Pathway Financial Advisers
Indiana
$68.3K +$1.23K +23 +2%
GFL
1957
Granite FO LLC
New Hampshire
$68.1K
WTFG
1958
Wood Tarver Financial Group
Idaho
$68K +$70K +1,314 New
CAM
1959
Costello Asset Management
Pennsylvania
$68K
FCT
1960
First Community Trust
Iowa
$68K
HIM
1961
Hillsdale Investment Management
Ontario, Canada
$68K +$69.3K +1,300 New
B
1962
Birchbrook
Maine
$65.4K
CB
1963
Community Bank
New York
$65.4K -$18.4K -345 -22%
MHR
1964
Matthew Hamilton Rosenberg
$65.2K +$14.9K +279 +29%
CTA
1965
Colonial Trust Advisors
South Carolina
$63.3K +$4.74K +89 +8%
WA
1966
WPG Advisers
Maryland
$63.2K +$64.3K +1,208 New
WBC
1967
West Branch Capital
Massachusetts
$63.1K
AWM
1968
Activest Wealth Management
Florida
$62.8K +$426 +8 +0.7%
SC
1969
Steph & Co
Wisconsin
$62.7K -$6.45K -121 -9%
FPB
1970
First PREMIER Bank
South Dakota
$62K
CWM
1971
Copia Wealth Management
Oregon
$61.8K +$62.9K +1,181 New
NWWA
1972
New Wave Wealth Advisors
Arkansas
$61.2K +$62.3K +1,170 New
GEA
1973
Glen Eagle Advisors
New Jersey
$59.6K
HFS
1974
Hopwood Financial Services
Virginia
$59.2K +$60.2K +1,131 New
GTAM
1975
Global Trust Asset Management
Florida
$58.3K

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.