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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
RMP
1976
Richards, Merrill & Peterson
Washington
$57.9K +$59K +1,108 New
FWA
1977
Flagship Wealth Advisors
Massachusetts
$57.5K +$58.6K +1,100 New
AEPWM
1978
Atlantic Edge Private Wealth Management
Florida
$56.6K +$16K +300 +38%
GKIM
1979
GW&K Investment Management
Massachusetts
$56K +$2.02K +38 +4%
C
1980
Covestor
United Kingdom
$56K +$2.77K +52 +5%
BC
1981
Bayforest Capital
United Kingdom
$54.3K +$55.3K +1,038 New
MSWM
1982
Mowery & Schoenfeld Wealth Management
Illinois
$53.8K +$12.1K +228 +29%
BLC
1983
Brown, Lisle/Cummings
Rhode Island
$53.5K
SIC
1984
SJS Investment Consulting
Ohio
$53.4K -$21.3K -400 -28%
TC
1985
Tacita Capital
Ontario, Canada
$52.9K -$32K -600 -37%
ATC
1986
Advantage Trust Company
Kansas
$52.3K
PP
1987
Pingora Partners
Wyoming
$52.3K
LFA
1988
Legend Financial Advisors
Pennsylvania
$52.3K +$53.3K +1,000 New
TVWM
1989
Tower View Wealth Management
Wisconsin
$51.2K +$639 +12 +1%
IA
1990
IFS Advisors
Kansas
$51.1K +$40K +750 +330%
CFS
1991
CGC Financial Services
Oregon
$49.7K
OW
1992
Olistico Wealth
Oklahoma
$49.1K
ADL
1993
Asset Dedication LLC
California
$48.2K +$10.7K +200 +28%
PWMG
1994
Private Wealth Management Group
New Jersey
$47.8K -$1.65K -31 -3%
LIA
1995
Luken Investment Analytics
Tennessee
$47.1K +$47.9K +900 New
BGAI
1996
Bruce G. Allen Investments
Colorado
$45.5K
LI
1997
Louisbourg Investments
New Brunswick, Canada
$45K
RTC
1998
Riverview Trust Company
Washington
$44.9K
T
1999
Transce3nd
Texas
$44.6K +$45.4K +853 New
PPA
2000
Painted Porch Advisors
California
$44.6K +$36.6K +687 +416%

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.