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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 %
OWM
2726
OneAscent Wealth Management
Alabama
$632K -$486K -5,377 -43%
APC
2727
Aspire Private Capital
North Carolina
$632K -$13.6K -151 -2%
TCM
2728
Tufton Capital Management
Maryland
$631K -$1.81K -20 -0.3%
CCP
2729
Cassia Capital Partners
North Carolina
$629K +$629K +6,962 New
CFG
2730
Copley Financial Group
California
$628K +$289K +3,201 +85%
JCIA
2731
Jackson Creek Investment Advisors
Colorado
$626K +$626K +6,926 New
HPC
2732
Hobart Private Capital
North Carolina
$626K +$10K +111 +2%
ODIJL
2733
One Day In July LLC
Vermont
$625K +$181K +2,001 +41%
VBFG
2734
Vishria Bird Financial Group
Tennessee
$623K +$61.1K +677 +11%
APWA
2735
Atlas Private Wealth Advisors
New Jersey
$623K +$6.51K +72 +1%
WKSWA
2736
White Knight Strategic Wealth Advisors
New Jersey
$621K +$311K +3,439 +100%
TFA
2737
Teamwork Financial Advisors
Texas
$621K -$96.4K -1,067 -13%
BCP
2738
Berkeley Capital Partners
Georgia
$621K -$41K -454 -6%
HCA
2739
Heck Capital Advisors
Wisconsin
$621K -$1.81K -20 -0.3%
CFS
2740
Cannon Financial Strategists
Georgia
$620K
IWA
2741
Inspirion Wealth Advisors
Illinois
$620K +$6.36K +70 +1%
KBFS
2742
Kohmann Bosshard Financial Services
Ohio
$620K +$5.96K +66 +1%
CFD
2743
Creative Financial Designs
Indiana
$619K -$11.7K -130 -2%
VST
2744
Van Strum & Towne
California
$619K +$9.76K +108 +2%
CPA
2745
Capital Performance Advisors
California
$618K +$107K +1,183 +21%
CHAM
2746
Clear Harbor Asset Management
Connecticut
$618K -$8.67K -96 -1%
SW
2747
Solidarity Wealth
Utah
$618K
NA
2748
Navellier & Associates
Nevada
$617K +$253K +2,799 +70%
BTWM
2749
Brass Tax Wealth Management
Ohio
$615K +$27.3K +302 +5%
PFA
2750
Pinnacle Family Advisors
Missouri
$612K +$121K +1,334 +25%