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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 %
SCI
2676
S&CO Inc
Massachusetts
$677K
MFA
2677
Mayflower Financial Advisors
Massachusetts
$677K +$45.5K +504 +7%
SAM
2678
Sherman Asset Management
California
$677K +$677K +7,488 New
GD
2679
Grandfield & Dodd
New York
$676K
AA
2680
Acorns Advisers
California
$675K +$30K +332 +5%
EW
2681
Element Wealth
Mississippi
$675K +$3.25K +36 +0.5%
WAM
2682
Worth Asset Management
Texas
$673K +$542 +6 +0.1%
CCA
2683
Coign Capital Advisors
Utah
$673K +$673K +7,449 New
MA
2684
MKT Advisors
California
$672K -$57.5K -625 -8%
FCMC
2685
Founders Capital Management (Connecticut)
Connecticut
$672K
WB
2686
West Bancorporation
Iowa
$672K
AAB
2687
ABN AMRO Bank
Netherlands
$671K -$8.59K -96 -1%
AWM
2688
Arista Wealth Management
Nevada
$667K +$25K +277 +4%
FC
2689
Forte Capital
New York
$667K
ATFA
2690
All Terrain Financial Advisors
Minnesota
$666K -$5.6M -62,033 -89%
AAS
2691
AdviceOne Advisory Services
Connecticut
$662K +$662K +7,326 New
RW
2692
REDW Wealth
New Mexico
$660K -$376K -4,164 -36%
NFG
2693
Nadler Financial Group
Illinois
$659K +$19.8K +219 +3%
PWM
2694
Partners Wealth Management
California
$659K +$659K +7,292 New
FZCM
2695
Flynn Zito Capital Management
New York
$658K
BBPWM
2696
Blue Bell Private Wealth Management
Pennsylvania
$658K -$7.68K -85 -1%
CFG
2697
Clayton Financial Group
Missouri
$657K -$8.95K -99 -1%
IAP
2698
Indie Asset Partners
Indiana
$657K -$36.8K -407 -5%
GF
2699
Gimbal Financial
Indiana
$656K +$90 +1 +0%
2L
2700
25 LLC
Missouri
$655K +$2.26K +25 +0.3%