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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 %
HPBT
2751
Hickory Point Bank & Trust
Illinois
$610K +$610K +6,756 New
MWM
2752
Meritas Wealth Management
California
$610K -$27.1K -300 -4%
HFRG
2753
Houlihan Financial Resource Group
Virginia
$610K -$32.5K -360 -5%
CA
2754
Centerpoint Advisors
Massachusetts
$610K
KWM
2755
Kaydan Wealth Management
Michigan
$610K
EWM
2756
EPG Wealth Management
Georgia
$610K -$14.5K -160 -2%
BA
2757
Ballast Advisors
Minnesota
$610K +$22.6K +250 +4%
KIG
2758
Kennedy Investment Group
New Jersey
$609K +$14.5K +160 +2%
LWM
2759
LJI Wealth Management
Indiana
$608K -$32.8K -363 -5%
FPW
2760
Flywheel Private Wealth
California
$607K +$607K +6,719 New
CCA
2761
Cottonwood Capital Advisors
Utah
$607K +$44.7K +495 +8%
CCWM
2762
Correct Capital Wealth Management
Missouri
$606K +$271 +3 +0%
FH
2763
FWG Holdings
Florida
$605K
IA
2764
Inspire Advisors
Idaho
$604K +$1.08K +12 +0.2%
UAML
2765
US Asset Management LLC
Pennsylvania
$603K -$4.34K -48 -0.7%
BWM
2766
BlackDiamond Wealth Management
New York
$603K +$17.4K +193 +3%
EWM
2767
Elevatus Welath Management
New York
$603K +$141K +1,562 +31%
WPWM
2768
Western Pacific Wealth Management
Illinois
$602K -$11.3K -125 -2%
CL
2769
CVFG LLC
Indiana
$600K +$600K +6,643 New
TWM
2770
Thrive Wealth Management
Pennsylvania
$600K -$14K -155 -2%
DJYG
2771
David J. Yvars Group
Florida
$599K -$134K -1,482 -18%
MWP
2772
Meriwether Wealth & Planning
Louisiana
$597K +$597K +6,603 New
PP
2773
PDT Partners
New York
$596K -$5.24K -58 -0.9%
FI
2774
FWG Investments
Kentucky
$596K +$20.5K +227 +4%
PAS
2775
PKS Advisory Services
New York
$596K +$596K +6,594 New