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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 %
FFO
2601
Fortitude Family Office
Arizona
$734K +$5.78K +64 +0.8%
DO
2602
denkapparat Operations
Germany
$733K +$733K +8,108 New
FWI
2603
Facet Wealth Inc
Maryland
$730K +$58.9K +582 +9%
TF
2604
Tudor Financial
Ohio
$729K +$165K +1,830 +29%
NECFA
2605
New England Capital Financial Advisors
Connecticut
$729K -$2.8K -31 -0.4%
FBFS
2606
First Business Financial Services
Wisconsin
$728K
TCM
2607
Thoma Capital Management
Maryland
$727K +$727K +8,043 New
BIM
2608
Baldwin Investment Management
Pennsylvania
$726K -$64K -708 -8%
RIM
2609
Redwood Investment Management
Arizona
$725K -$7.41K -82 -1%
MWM
2610
MinichMacGregor Wealth Management
New York
$724K +$156K +1,713 +27%
AA
2611
Addison Advisors
Vermont
$724K -$11.4K -126 -2%
MW
2612
Maia Wealth
Colorado
$723K +$43.6K +448 +6%
LWM
2613
Lakeridge Wealth Management
Ohio
$723K -$11.8K -131 -2%
OHWA
2614
Oak Hill Wealth Advisors
Virginia
$720K +$720K +7,966 New
WFS
2615
Walker Financial Services
Kentucky
$719K -$10.3K -114 -1%
PWM
2616
Power Wealth Management
Georgia
$719K -$14.9K -165 -2%
RFS
2617
Richardson Financial Services
Massachusetts
$718K -$79.2K -875 -10%
CPW
2618
Cove Private Wealth
New York
$718K
TC
2619
Truvestments Capital
Florida
$718K +$27.6K +306 +4%
SB
2620
SIG Brokerage
New York
$718K +$718K +7,942 New
CIA
2621
Compass Ion Advisors
Pennsylvania
$717K +$65.3K +723 +10%
LRWM
2622
Lord & Richards Wealth Management
Colorado
$716K +$716K +7,923 New
PCS
2623
Private Client Services
Kentucky
$715K +$44.1K +488 +7%
OW
2624
Olistico Wealth
Oklahoma
$714K
SB
2625
Sunflower Bank
Texas
$714K +$75.6K +837 +12%