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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 %
BCB
2651
Brian C. Broderick
$699K +$279K +3,090 +66%
SDWMA
2652
Schneider Downs Wealth Management Advisors
Pennsylvania
$699K -$35.8K -396 -5%
IWA
2653
IBEX Wealth Advisors
New Jersey
$699K +$699K +7,733 New
SWP
2654
Significant Wealth Partners
Illinois
$698K -$38.9K -431 -5%
CWMGP
2655
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$697K -$22.8K -252 -3%
WCF
2656
West Coast Financial
California
$695K
BSSFA
2657
Baron Silver Stevens Financial Advisors
Florida
$695K +$18.1K +200 +3%
CAWM
2658
Capital Advisors Wealth Management
Washington
$695K +$149K +1,647 +27%
MAG
2659
M3 Advisory Group
Massachusetts
$694K -$35.8K -396 -5%
OIS
2660
Okabena Investment Services
Minnesota
$694K
GJIA
2661
Glass Jacobson Investment Advisors
Maryland
$691K +$149K +1,650 +28%
FCCM
2662
First City Capital Management
Georgia
$691K
SAM
2663
Synergy Asset Management
Washington
$690K +$690K +7,890 New
CP
2664
Castleview Partners
Texas
$690K -$810 -9 -0.1%
FFA
2665
Fi3 Financial Advisors
Indiana
$689K +$21.5K +237 +3%
JWM
2666
Jacksonville Wealth Management
Florida
$688K +$688K +7,620 New
1IA
2667
1620 Investment Advisors
Massachusetts
$684K +$20.6K +228 +3%
BAM
2668
BOS Asset Management
Illinois
$683K -$8.67K -96 -1%
PA
2669
Pineridge Advisors
Missouri
$679K +$86.1K +953 +15%
PA
2670
Persium Advisors
Georgia
$679K +$679K +7,512 New
LS
2671
Leelyn Smith
Illinois
$678K -$97.7K -1,081 -13%
SCM
2672
Stonebridge Capital Management
California
$678K
WCM
2673
Wedge Capital Management
North Carolina
$678K +$13.2K +146 +2%
KLWA
2674
Kelly Lawrence W & Associates
California
$678K
LAI
2675
Legal Advantage Investments
California
$678K