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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 %
PCMK
2701
Paragon Capital Management (Kansas)
Kansas
$655K -$48K -531 -7%
FAFN
2702
First Affirmative Financial Network
Colorado
$655K -$202K -2,235 -24%
PWM
2703
Paulson Wealth Management
Illinois
$653K +$86.6K +958 +15%
FIM
2704
Fernwood Investment Management
Massachusetts
$651K +$4.52K +50 +0.7%
TB
2705
Terril Brothers
Missouri
$651K +$78.3K +867 +14%
BWM
2706
Blossom Wealth Management
California
$650K +$28.8K +319 +5%
CSI
2707
Cross Staff Investments
New York
$649K
HC
2708
Hamilton Capital
Ohio
$649K +$130K +1,435 +25%
FDW
2709
Fourth Dimension Wealth
Ohio
$649K +$649K +7,179 New
BSHC
2710
Breed's Hill Capital
Massachusetts
$648K +$3.8K +42 +0.6%
PFM
2711
Phillips Financial Management
Indiana
$646K +$813 +9 +0.1%
BWP
2712
Bernardo Wealth Planning
Pennsylvania
$644K +$14.4K +155 +2%
MF
2713
Magnetar Financial
Illinois
$642K +$642K +7,103 New
RFA
2714
Rollins Financial Advisors
New York
$641K +$91.8K +1,016 +17%
UBG
2715
United Bank (Georgia)
Georgia
$640K
ICP
2716
Interchange Capital Partners
Pennsylvania
$640K +$29.5K +326 +5%
AWM
2717
Allen Wealth Management
North Carolina
$639K -$38.4K -425 -6%
CCM
2718
Carlson Capital Management
Minnesota
$639K -$38.4K -425 -6%
TDC
2719
Thompson Davis & Co
Virginia
$638K +$185K +2,050 +41%
FAN
2720
Financial Advisors Network
California
$638K +$638K +7,056 New
BLC
2721
Brown, Lisle/Cummings
Rhode Island
$636K +$65.7K +727 +12%
CCB
2722
Cutter & Co Brokerage
Missouri
$635K
HAS
2723
Holland Advisory Services
Florida
$635K
SFC
2724
Swisher Financial Concepts
Ohio
$633K -$634K -7,021 -50%
AWG
2725
Altus Wealth Group
Colorado
$633K -$5.33K -59 -0.8%