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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 %
PFA
2551
Petra Financial Advisors
Colorado
$770K +$770K +8,520 New
AP
2552
Adero Partners
California
$770K +$61.8K +684 +9%
SC
2553
Sepio Capital
Utah
$769K -$5.78K -64 -0.7%
EBA
2554
Eagle Bay Advisors
New York
$768K -$80.2K -885 -9%
MFC
2555
Mechanics Financial Corp
Ohio
$765K -$4.07K -45 -0.5%
Fiera Capital (Canada)
2556
Fiera Capital (Canada)
Quebec, Canada
$765K +$468K +5,180 +158%
OBWG
2557
Onyx Bridge Wealth Group
New York
$764K -$15.5K -171 -2%
GIA
2558
Guyasuta Investment Advisors
Pennsylvania
$763K -$6.23K -69 -0.8%
FC
2559
Fusion Capital
South Carolina
$762K
RWM
2560
Revisor Wealth Management
Ohio
$761K -$715K -7,777 -48%
AWM
2561
Affinity Wealth Management
Delaware
$760K -$74K -819 -9%
WIM
2562
Westside Investment Management
California
$760K -$9.04K -100 -1%
SHF
2563
Safe Harbor Fiduciary
Florida
$759K -$27.7K -307 -4%
OTL
2564
Oak Thistle LLC
New York
$759K +$759K +8,403 New
GGS
2565
Galvin Gaustad & Stein
Arizona
$759K -$13.6K -150 -2%
CRIG
2566
Charter Research & Investment Group
Connecticut
$758K -$1.81K -20 -0.2%
BWM
2567
Baron Wealth Management
Michigan
$758K +$11.7K +130 +2%
JCM
2568
Jacobsen Capital Management
Utah
$758K +$90 +1 +0%
WDG
2569
Wealth Dimensions Group
Ohio
$757K +$70.7K +783 +10%
GPA
2570
Garrison Point Advisors
California
$756K
DI
2571
Disciplined Investors
Texas
$756K +$756K +8,259 New
SI
2572
Seeds Investor
New York
$756K -$199K -2,208 -21%
MHC
2573
May Hill Capital
Massachusetts
$756K +$756K +8,363 New
PWP
2574
Precedent Wealth Partners
Texas
$755K +$44.5K +493 +6%
VIPI
2575
Vista Investment Partners II
Indiana
$754K +$754K +8,346 New