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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
RPA
2051
Redwood Park Advisors
California
$26.1K +$26.6K +500 New
HGERS
2052
Householder Group Estate & Retirement Specialist
Arizona
$26K -$653K -12,261 -96%
HB
2053
Horizon Bancorp
Indiana
$26K -$39.9K -749 -60%
FLP
2054
Financial Life Planners
Arizona
$24.7K +$25.1K +472 New
GFPC
2055
Global Financial Private Client
Florida
$24.6K +$959 +18 +4%
RWS
2056
Retirement Wealth Solutions
Wisconsin
$24K +$25.1K +472 New
GK
2057
Graney & King
New York
$23.5K +$23.9K +449 New
WBWA
2058
William B. Walkup & Associates
South Carolina
$23.4K
NBT
2059
Northwest Bank & Trust
Iowa
$23.1K
CFS
2060
Compass Financial Services
Iowa
$22.8K +$23.2K +436 New
FFL
2061
Financial Freedom LLC
Ohio
$22.7K +$373 +7 +2%
SIM
2062
Studio Investment Management
Illinois
$22.5K
KWAG
2063
Kiely Wealth Advisory Group
North Carolina
$22.3K
OAJ
2064
Ogorek Anthony Joseph
New York
$22K +$426 +8 +2%
BCWM
2065
Ball & Co Wealth Management
Tennessee
$22K +$22.7K +427 New
TCM
2066
TruNorth Capital Management
Michigan
$21.9K
CW
2067
Curio Wealth
Maryland
$20.9K +$21.3K +400 New
NOI
2068
Newton One Investments
Delaware
$20.1K +$20.5K +384 New
PWMG
2069
Prestige Wealth Management Group
New Jersey
$19.9K
DWM
2070
Dogwood Wealth Management
Kansas
$19.4K +$373 +7 +2%
ZB
2071
Zions Bancorporation
Utah
$19.3K +$7.35K +138 +59%
RFG
2072
REAP Financial Group
Texas
$19.1K +$5.75K +108 +42%
CAC
2073
Core Alternative Capital
Georgia
$19K
DFA
2074
DHJJ Financial Advisors
Illinois
$18.9K
FWM
2075
FSA Wealth Management
Massachusetts
$18.4K

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.