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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
DCM
2201
Driehaus Capital Management
Illinois
-$281K -5,500 Closed
RPWA
2202
Regent Peak Wealth Advisors
Georgia
-$265K -5,183 Closed
FFO
2203
Fiduciary Family Office
Florida
-$264K -5,172 Closed
RCM
2204
Requisite Capital Management
Texas
-$251K -4,824 Closed
CPA
2205
Capital Planning Advisors
California
-$244K -4,790 Closed
DE
2206
Diversified Enterprises
Delaware
-$243K -4,752 Closed
WWS
2207
Wellington Wealth Strategies
Indiana
-$257K -4,725 Closed
WP
2208
WealthShield Partners
North Carolina
-$239K -4,614 Closed
NAM
2209
NorthCrest Asset Manangement
Minnesota
-$231K -4,529 Closed
JGC
2210
J. Goldman & Co
New York
-$229K -4,483 Closed
HI
2211
Human Investing
Oregon
-$222K -4,349 Closed
NC
2212
NBW Capital
Massachusetts
-$221K -4,328 Closed
CPA
2213
Cardiff Park Advisors
California
-$219K -4,297 Closed
SDWMA
2214
Schneider Downs Wealth Management Advisors
Pennsylvania
-$216K -4,241 Closed
SCA
2215
Stonebridge Capital Advisors
Minnesota
-$216K -4,236 Closed
KWM
2216
Kolinsky Wealth Management
New Jersey
-$215K -4,206 Closed
MAG
2217
MRA Advisory Group
New Jersey
-$213K -4,178 Closed
W
2218
Wealthquest
Ohio
-$209K -4,100 Closed
LIP
2219
Lighthouse Investment Partners
Florida
-$209K -4,090 Closed
WMA
2220
Wealth Management Associates
New Jersey
-$208K -4,083 Closed
NB
2221
Northwest Bancshares
Pennsylvania
-$207K -4,046 Closed
MSR
2222
Main Street Research
Connecticut
-$208K -4,000 Closed
GWAG
2223
Garrett Wealth Advisory Group
Texas
-$204K -3,992 Closed
FCA
2224
Fortis Capital Advisors
Kansas
-$201K -3,929 Closed
Financial Engines Advisors
2225
Financial Engines Advisors
California
-$204K -3,919 Closed

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.