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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
LFGO
2226
Legacy Financial Group (Oklahoma)
Oklahoma
-$201K -3,683 Closed
CM
2227
Capula Management
Cayman Islands
-$171K -3,360 Closed
CPA
2228
Capital Performance Advisors
California
-$166K -3,250 Closed
APC
2229
Aspire Private Capital
North Carolina
-$164K -3,212 Closed
WPWM
2230
Western Pacific Wealth Management
Illinois
-$122K -2,400 Closed
FCM
2231
Fourpath Capital Management
Oklahoma
-$80.9K -1,585 Closed
PWM
2232
Partnership Wealth Management
Maryland
-$70.2K -1,376 Closed
CA
2233
Claris Advisors
Missouri
-$63.2K -1,239 Closed
MWA
2234
MFA Wealth Advisors
Pennsylvania
-$61.2K -1,200 Closed
MIM
2235
Meridiem Investment Management
United Kingdom
-$40.8K -800 Closed
DWS
2236
Dynamic Wealth Strategies
California
-$38K -741 Closed
RWA
2237
Redmont Wealth Advisors
Illinois
-$36K -706 Closed
HGA
2238
Hobbs Group Advisors
South Carolina
-$33.9K -665 Closed
PCA
2239
Providence Capital Advisors
North Carolina
-$32.2K -630 Closed
PS
2240
Planned Solutions
California
-$25.5K -500 Closed
MS
2241
Mizuho Securities
Japan
-$20.4K -400 Closed
RWML
2242
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$13K -255 Closed
NFA
2243
Northwest Financial Advisors
Virginia
-$6.63K -130 Closed
FNWA
2244
Financial Network Wealth Advisors
Utah
-$3.93K -77 Closed
FFA
2245
Frazier Financial Advisors
Ohio
-$3.52K -69 Closed
EPW
2246
Evergreen Private Wealth
Colorado
-$2.81K -55 Closed
VAMG
2247
Voisard Asset Management Group
Michigan
-$766 -15 Closed
BIC
2248
Beach Investment Counsel
Pennsylvania
-$1K -10 Closed
MFG
2249
Mendota Financial Group
Wisconsin
-$154 -3 Closed
EAM
2250
Erste Asset Management
Austria
-$53 -1 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.