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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
2026
AllSquare Wealth Management
New York
$33.7K
BCM
2027
Basso Capital Management
Connecticut
$33.2K
PS
2028
Pinney & Scofield
Massachusetts
$33K +$33.6K +631 New
BP
2029
BNP Paribas
France
$32.9K
PC
2030
Promus Capital
Illinois
$32.9K +$33.6K +630 New
AAG
2031
Accordant Advisory Group
Maryland
$32.7K
SWM
2032
Sanctuary Wealth Management
Idaho
$32.1K
MIM
2033
Marshall Investment Management
Colorado
$31.8K +$33.2K +624 New
AT
2034
Arlington Trust
Alabama
$31.4K
MCA
2035
Maryland Capital Advisors
Maryland
$31.3K +$426 +8 +1%
PCWA
2036
Pacific Capital Wealth Advisors
California
$31.2K
TWD
2037
True Wealth Design
Ohio
$30.8K +$959 +18 +3%
WPA
2038
West Paces Advisors
Georgia
$30.3K
FMP
2039
Financial Management Professionals
Texas
$29.9K +$2.02K +38 +7%
CCA
2040
Criterion Capital Advisors
Tennessee
$29.6K
LIS
2041
Legacy Investment Solutions
Idaho
$29.3K -$2.77K -52 -9%
LWMI
2042
Legacy Wealth Management (Idaho)
Idaho
$29.3K -$2.77K -52 -9%
SR
2043
Summer Road
Florida
$28.8K
VWA
2044
VSM Wealth Advisory
Maryland
$28.8K +$29.3K +550 New
TCG
2045
Transcendent Capital Group
Oklahoma
$28.7K +$53 +1 +0.2%
PP
2046
Pacifica Partners
Canada
$27.8K +$426 +8 +2%
TCM
2047
TD Capital Management
Tennessee
$26.9K -$5.11K -96 -16%
FG
2048
Fairman Group
Pennsylvania
$26.8K -$20.8K -390 -44%
CT
2049
Clearstead Trust
Maine
$26.4K
SJIM
2050
St. Johns Investment Management
Florida
$26.1K

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.