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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
RTL
2126
Red Tortoise LLC
Georgia
$5.23K
RF
2127
Robinswood Financial
Washington
$5.23K
FPF
2128
First Pacific Financial
Washington
$5.23K +$5.33K +100 New
W
2129
WealthCollab
Washington
$4.92K +$266 +5 +6%
AWM
2130
Abound Wealth Management
Tennessee
$4.75K -$1.23K -23 -20%
CWP
2131
Clark Wealth Partners
Illinois
$4.5K +$4.58K +86 New
TCA
2132
Trifecta Capital Advisors
Illinois
$4.13K
SC
2133
Swan Capital
Florida
$3.92K
AS
2134
Altshuler Shaham
Israel
$3.87K +$266 +5 +7%
SIM
2135
Synergy Investment Management
Florida
$3.77K +$3.83K +72 New
PS
2136
PayPay Securities
Japan
$3.5K +$693 +13 +24%
MCM
2137
Mainstream Capital Management
California
$3.45K +$3.52K +66 New
MBFW
2138
Morton Brown Family Wealth
Pennsylvania
$3.14K
HFS
2139
HBC Financial Services
Washington
$3K
HNW
2140
High Note Wealth
Minnesota
$2.72K +$2.77K +52 New
MIA
2141
MeadowBrook Investment Advisors
Michigan
$2.67K
GLF
2142
Groupe la Francaise
France
$2.59K +$2.66K +50 New
WCM
2143
WealthTrak Capital Management
Virginia
$2.35K +$2.4K +45 New
PWA
2144
Principia Wealth Advisory
Texas
$2.25K +$2.29K +43 New
SWC
2145
Spectrum Wealth Counsel
Indiana
$2.09K
DRP
2146
Decker Retirement Planning
Utah
$2.09K +$2.13K +40 New
NC
2147
NewSquare Capital
Pennsylvania
$1.78K +$1.81K +34 New
HC
2148
Hurley Capital
New York
$1.68K +$1.71K +32 New
TAM
2149
Tucker Asset Management
Colorado
$1.62K -$2.08K -39 -56%
1IA
2150
1620 Investment Advisors
Massachusetts
$1.62K +$1.12K +21 +210%

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.