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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
FFA
2076
Fairfield Financial Advisors
Massachusetts
$18K +$373 +7 +2%
NL
2077
NVWM LLC
Pennsylvania
$17.9K -$1.6K -30 -8%
CSWM
2078
Cassady Schiller Wealth Management
Ohio
$17.6K +$4.63K +87 +35%
FWM
2079
FLP Wealth Management
Arkansas
$17.4K +$17.7K +333 New
KIG
2080
Kessler Investment Group
Indiana
$17.3K
MAS
2081
MPWM Advisory Solutions
Georgia
$16.6K +$16.9K +318 New
MAM
2082
Meeder Asset Management
Ohio
$16.1K -$10.2M -192,372 -100%
FCMT
2083
Founders Capital Management (Texas)
Texas
$16K
GWSA
2084
Global Wealth Strategies & Associates
Colorado
$15.7K
MCM
2085
MidAtlantic Capital Management
Virginia
$15.7K
TCM
2086
Tradewinds Capital Management
Washington
$15.7K
IMC
2087
Investment Management Corporation
Virginia
$15.6K +$15.9K +298 New
T
2088
Tidemark
California
$15.2K
DF
2089
Dunhill Financial
United Kingdom
$15K +$586 +11 +4%
EWP
2090
Elevation Wealth Partners
California
$14.3K
EA
2091
Evolution Advisers
Virginia
$14K +$160 +3 +1%
RI
2092
Ridgewood Investments
New Jersey
$13.8K
EFP
2093
EnRich Financial Partners
Wisconsin
$13.7K
CWM
2094
Centricity Wealth Management
Ohio
$13.7K +$14K +262 New
CJH
2095
Christopher J. Hasenberg
Wisconsin
$13.4K
SR
2096
Syntax Research
Florida
$13.1K
RBI
2097
Raiffeisen Bank International
Austria
$12.7K +$13.1K +246 New
WAG
2098
Wiser Advisor Group
Arizona
$11.9K +$213 +4 +2%
JFA
2099
JNBA Financial Advisors
Minnesota
$11.8K
CWA
2100
Carolina Wealth Advisors
South Carolina
$11.8K

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.