WMT icon

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 %
TC
2626
Trilogy Capital
California
$713K -$86.3K -955 -11%
SFS
2627
Sharp Financial Services
Pennsylvania
$712K +$18.1K +200 +3%
SFG
2628
Sovereign Financial Group
Connecticut
$712K +$81.5K +902 +13%
WA
2629
Wealth Architects
California
$711K +$81.1K +898 +13%
TWM
2630
Topsail Wealth Management
North Carolina
$711K +$711K +7,846 New
NA
2631
Novus Advisors
South Carolina
$710K +$710K +7,862 New
BBNA
2632
Bremer Bank National Association
Minnesota
$710K -$75.4K -835 -10%
CA
2633
Crewe Advisors
Utah
$710K -$39.2K -434 -5%
OWA
2634
Opal Wealth Advisors
New York
$710K +$18.3K +202 +3%
DWM
2635
Dogwood Wealth Management
Kansas
$709K +$106K +1,177 +18%
WFAG
2636
Worth Financial Advisory Group
North Carolina
$709K -$70.6K -781 -9%
VC
2637
Vicus Capital
Pennsylvania
$709K -$105K -1,163 -13%
WIM
2638
Warwick Investment Management
Texas
$707K -$33.6K -372 -5%
KDA
2639
Kraft Davis & Associates
Missouri
$707K -$11.9K -115 -2%
SF
2640
Safeguard Financial
Wisconsin
$706K +$167K +1,843 +31%
VCAM
2641
Van Cleef Asset Management
Ohio
$705K
BF
2642
bLong Financial
Tennessee
$704K +$704K +7,797 New
TVAMP
2643
Tennessee Valley Asset Management Partners
Tennessee
$703K -$55.4K -613 -7%
GSIAS
2644
Garden State Investment Advisory Services
New Jersey
$702K +$16.9K +187 +2%
CA
2645
CWC Advisors
Oregon
$701K -$17.3K -192 -2%
MCM
2646
M1 Capital Management
Michigan
$701K +$701K +7,762 New
ZAM
2647
Zevin Asset Management
Massachusetts
$701K -$12.2K -135 -2%
BCG
2648
Bravias Capital Group
New Jersey
$700K +$700K +7,132 New
CA
2649
CapWealth Advisors
Tennessee
$700K -$237K -2,626 -25%
BA
2650
Bristlecone Advisors
Washington
$700K