We are live on ! Find out more
MO icon

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
STB
2101
S&T Bank
Pennsylvania
$11.8K +$12K +225 New
DF
2102
DecisionPoint Financial
Arizona
$10.5K
HC
2103
Hara Capital
Washington
$10.5K +$5.33K +100 +100%
SAS
2104
Spurstone Advisory Services
Connecticut
$10.5K +$10.7K +200 New
VFM
2105
Vision Financial Markets
Connecticut
$10.5K +$10.7K +200 New
HWM
2106
HighMark Wealth Management
Minnesota
$10.4K +$107 +2 +1%
PP
2107
PrairieView Partners
Minnesota
$10K
CAIM
2108
Catherine Avery Investment Management
Florida
$9.94K +$10.1K +190 New
BTD
2109
BankPlus Trust Department
Mississippi
$9.57K +$9.75K +183 New
RA
2110
Rise Advisors
New York
$9.44K -$16.3K -306 -63%
PMIM
2111
Prudent Man Investment Management
Colorado
$9.41K +$9.59K +180 New
PA
2112
PSI Advisors
Florida
$9.26K -$7.72K -145 -45%
CIAM
2113
Caitong International Asset Management
Hong Kong
$8.84K +$9K +169 New
KHC
2114
Koesten Hirschmann & Crabtree
Kansas
$8.37K
SO
2115
Sierra Ocean
California
$8.18K +$8.31K +156 New
BCM
2116
Blume Capital Management
California
$7.84K -$4.79K -90 -38%
EPW
2117
Endeavor Private Wealth
Kansas
$7.84K +$7.99K +150 New
AP
2118
Aspect Partners
Virginia
$7.27K
Kayne Anderson Rudnick Investment Management
2119
Kayne Anderson Rudnick Investment Management
California
$7.07K +$2.56K +48 +55%
HWP
2120
Highline Wealth Partners
California
$7.06K +$2.5K +47 +53%
ACM
2121
Anfield Capital Management
California
$6.48K
1L
2122
10Elms LLP
Oklahoma
$6.12K +$6.23K +117 New
OA
2123
Operose Advisors
Wisconsin
$6.07K -$99.6K -1,869 -94%
QPBE
2124
Quintet Private Bank (Europe)
Luxembourg
$5.23K -$330K -6,202 -98%
CTB
2125
Country Trust Bank
Illinois
$5.23K -$533 -10 -9%

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.