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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 %
GHA
2576
Granite Harbor Advisors
Texas
$754K +$18.5K +205 +3%
FWM
2577
Foguth Wealth Management
Michigan
$753K +$15.4K +163 +2%
RL
2578
Rogco LP
Oklahoma
$752K -$3.92M -43,431 -84%
LBWM
2579
Left Brain Wealth Management
Illinois
$752K +$752K +8,320 New
EL
2580
EWA LLC
Pennsylvania
$752K +$1.18K +13 +0.2%
PAM
2581
PCG Asset Management
New Jersey
$752K +$752K +8,318 New
RRA
2582
Round Rock Advisors
Connecticut
$750K +$395K +4,369 +111%
SPWG
2583
Sage Private Wealth Group
Illinois
$750K -$21.1K -233 -3%
AFG
2584
Arkansas Financial Group
Arkansas
$749K
TA
2585
TFG Advisers
Michigan
$747K -$10.5K -116 -1%
ATC
2586
Advantage Trust Company
Kansas
$747K -$108K -1,200 -13%
BWA
2587
Bordeaux Wealth Advisors
California
$746K
TC
2588
Taika Capital
Florida
$742K +$742K +8,218 New
AAM
2589
Austin Asset Management
Texas
$742K +$1.99K +22 +0.3%
SWM
2590
Seed Wealth Management
Illinois
$740K
FBB
2591
Fulton Breakefield Broenniman
Maryland
$739K +$312K +3,453 +73%
FB
2592
First Bancorp
Maine
$739K -$9.04K -100 -1%
PFG
2593
PAX Financial Group
Texas
$738K -$140K -1,551 -16%
CRI
2594
Commonwealth Retirement Investments
Virginia
$738K
NRC
2595
New Republic Capital
North Carolina
$736K +$58K +641 +9%
KC
2596
Kades & Cheifetz
Pennsylvania
$735K -$138K -1,525 -16%
AC
2597
Apella Capital
Connecticut
$735K +$52.8K +584 +8%
PPWM
2598
Perissos Private Wealth Management
Oklahoma
$735K +$11.8K +131 +2%
HSWM
2599
Hubbell Strickland Wealth Management
Louisiana
$734K
RA
2600
Ruggaard & Associates
Ohio
$734K -$31.7K -351 -4%