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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
ICM
2001
Islay Capital Management
Texas
$44K
DWM
2002
Darwin Wealth Management
Florida
$42.4K -$78.3K -1,470 -64%
SC
2003
Sawyer & Company
Massachusetts
$42K -$16K -300 -27%
WWM
2004
Wolff Wiese Magana
California
$42K +$320 +6 +0.8%
CAM
2005
Creekmur Asset Management
Illinois
$41.7K -$12.1K -228 -22%
PIS
2006
POM Investment Strategies
North Carolina
$41.6K +$479 +9 +1%
CFG
2007
Chapman Financial Group
Hawaii
$41.1K +$41.9K +786 New
SWA
2008
SOA Wealth Advisors
New York
$40.5K -$2.08K -39 -5%
GIM
2009
Generali Investments Management
Slovenia
$40.5K +$41.2K +774 New
KIM
2010
Kestra Investment Management
Texas
$40.3K +$41.1K +771 New
BHWM
2011
Beaird Harris Wealth Management
Texas
$39.5K +$28K +525 +228%
PCA
2012
PMV Capital Advisers
Texas
$39.2K +$40K +750 New
UIA
2013
Ulland Investment Advisors
Minnesota
$39K
MFG
2014
Menard Financial Group
Texas
$38.9K +$39.6K +744 New
VWM
2015
Valley Wealth Managers
New Jersey
$38.3K
TIM
2016
Tortoise Investment Management
New York
$38K +$266 +5 +0.7%
BA
2017
Bellwether Advisors
Nebraska
$37.8K +$38.5K +722 New
PA
2018
Pineridge Advisors
Missouri
$37.6K +$3.68K +69 +11%
BFP
2019
Briaud Financial Planning
Texas
$37K +$37.8K +710 New
CIAS
2020
CBIZ Investment Advisory Services
Ohio
$36.4K +$33.4K +627 +896%
EPIME
2021
Evelyn Partners Investment Management (Europe)
$35.5K +$36.1K +678 New
IHWM
2022
Iron Horse Wealth Management
Iowa
$34.8K +$53 +1 +0.2%
IWP
2023
IAG Wealth Partners
Wisconsin
$34.3K -$9.96K -187 -22%
BCA
2024
Bray Capital Advisors
Florida
$34K
RWM
2025
Ruedi Wealth Management
Illinois
$34K

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.