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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 %
FBT
2526
First Bank & Trust
South Dakota
$798K -$16.6K -184 -2%
LI
2527
LVZ Inc
Michigan
$798K +$74.7K +827 +10%
HWA
2528
Heartwood Wealth Advisors
Virginia
$796K +$32.5K +360 +4%
SIC
2529
Samalin Investment Counsel
New York
$794K -$90 -1 -0%
PFG
2530
Prosperity Financial Group
California
$794K -$2.89K -32 -0.4%
WH
2531
Willner & Heller
California
$790K
MAM
2532
McLean Asset Management
Virginia
$790K +$82K +908 +12%
NCTC
2533
New Covenant Trust Company
Indiana
$789K -$24.5K -271 -3%
BBA
2534
Braun-Bostich & Associates
Pennsylvania
$787K -$35.2K -390 -4%
FSC
2535
Full Sail Capital
Oklahoma
$786K +$48.9K +541 +7%
VWM
2536
Vermillion Wealth Management
Minnesota
$786K +$786K +8,695 New
WDL
2537
Well Done LLC
Michigan
$783K
WG
2538
Watchman Group
Texas
$782K -$76K -841 -9%
SPWM
2539
Spartan Planning & Wealth Management
North Carolina
$782K +$782K +8,650 New
BST
2540
Bath Savings Trust
Maine
$780K
FPGT
2541
Financial Partners Group (Tennessee)
Tennessee
$780K -$9.67K -107 -1%
KCIC
2542
Kuhn & Co Investment Counsel
Illinois
$780K
BL
2543
Balentine LLC
Georgia
$778K -$56.9K -630 -7%
FWP
2544
Falcon Wealth Planning
California
$777K -$2.8K -31 -0.4%
AIM
2545
AMI Investment Management
Indiana
$774K -$496K -5,491 -39%
ALA
2546
Atlas Legacy Advisors
California
$774K +$774K +8,572 New
TCM
2547
Tributary Capital Management
Nebraska
$773K -$36.1K -400 -4%
FPWM
2548
FSB Premier Wealth Management
Iowa
$772K -$48.1K -532 -6%
AMIM
2549
Aull & Monroe Investment Management
Alabama
$772K -$54.2K -600 -7%
LF
2550
LifeSteps Financial
California
$770K +$34.8K +385 +5%