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Walmart

3,865 hedge funds and large institutions have $262B invested in Walmart in 2024 Q4 according to their latest regulatory filings, with 575 funds opening new positions, 1,380 increasing their positions, 1,461 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+434
Holders Change %
+12.65%
% of All Funds
51.44%
Holding in Top 10
248
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+30.53%
% of All Funds
3.3%
New
575
Increased
1,380
Reduced
1,461
Closed
72
Calls
$6.18B
Puts
$7.34B
Net Calls
-$1.16B
Net Calls Change
-$2.16B
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
2501
Sax Wealth Advisors
New Jersey
$825K -$18.2K -201 -2%
IPWA
2502
International Private Wealth Advisors
California
$825K +$470K +5,206 +133%
CIC
2503
Chilton Investment Company
Connecticut
$823K +$903 +10 +0.1%
OPWM
2504
Oxinas Partners Wealth Management
Indiana
$820K +$12.3K +136 +2%
BIG
2505
Builder Investment Group
Georgia
$819K
BWP
2506
Balboa Wealth Partners
Arizona
$818K +$37.7K +417 +5%
IF
2507
Ironwood Financial
Arizona
$818K
ARG
2508
Advisory Resource Group
Oklahoma
$817K +$85.4K +945 +12%
BWM
2509
BCS Wealth Management
Tennessee
$816K +$816K +9,029 New
NERM
2510
New England Research & Management
Illinois
$815K +$99.4K +1,101 +14%
HBT
2511
Hills Bank & Trust
Iowa
$815K -$26.2K -290 -3%
CAG
2512
Cypress Advisory Group
Arizona
$813K +$813K +9,000 New
BTIM
2513
BancFirst Trust & Investment Management
Oklahoma
$812K +$109K +1,200 +15%
AC
2514
AXQ Capital
New Jersey
$811K +$811K +8,981 New
HA
2515
Hofer & Associates
California
$811K +$37.9K +420 +5%
FUBT
2516
First United Bank & Trust
Maryland
$810K +$37.2K +412 +5%
CNWM
2517
Clay Northam Wealth Management
California
$810K +$1.9K +21 +0.2%
CAM
2518
Columbia Asset Management
Michigan
$809K +$33.9K +375 +4%
SIC
2519
Sterling Investment Counsel
New York
$808K -$2.11M -23,307 -72%
TFA
2520
Trinity Financial Advisors
Ohio
$805K
CWM
2521
Challenger Wealth Management
California
$804K +$804K +8,897 New
NI
2522
NDVR Inc
Massachusetts
$803K +$54.1K +599 +7%
PWAC
2523
Private Wealth Advisors (California)
California
$801K -$10.8K -120 -1%
Legacy Financial Group (Iowa)
2524
Legacy Financial Group (Iowa)
Iowa
$800K +$800K +8,859 New
RWP
2525
Revolve Wealth Partners
New Jersey
$800K +$43.8K +485 +6%