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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 %
MCCA
2776
Mill Creek Capital Advisors
Pennsylvania
$594K -$4.88K -54 -0.8%
AG
2777
AmeriFlex Group
Nevada
$594K +$594K +6,055 New
AIM
2778
Avity Investment Management
Connecticut
$593K -$29.4K -325 -5%
1IA
2779
1834 Investment Advisors
Wisconsin
$593K -$452 -5 -0.1%
NCM
2780
Northside Capital Management
Oregon
$593K
WCP
2781
Wealthcare Capital Partners
Pennsylvania
$592K +$592K +6,557 New
NFA
2782
Northwest Financial Advisors
Virginia
$592K +$57.2K +633 +11%
PCH
2783
PGIM Custom Harvest
New Jersey
$591K +$42.3K +468 +8%
TA
2784
TPG Advisors
Illinois
$590K
VFM
2785
Vision Financial Markets
Connecticut
$588K +$588K +6,513 New
ACM
2786
Arcataur Capital Management
Wisconsin
$588K -$5.87K -65 -1%
BWG
2787
Beta Wealth Group
California
$588K -$136K -1,503 -19%
WFS
2788
Widmann Financial Services
Maryland
$588K
LOIP
2789
Live Oak Investment Partners
Texas
$587K -$588K
TAM
2790
Tealwood Asset Management
Minnesota
$587K +$66.7K +738 +13%
PAM
2791
Parvin Asset Management
South Dakota
$586K +$586K +6,491 New
LWM
2792
Liberty Wealth Management
California
$585K +$1.27K +14 +0.2%
CA
2793
Claris Advisors
Missouri
$584K +$36.1K +400 +7%
AW
2794
Avion Wealth
Texas
$584K +$164K +1,821 +39%
LWM
2795
Lodestone Wealth Management
Washington
$584K +$23.9K +265 +4%
MF
2796
Montis Financial
Massachusetts
$584K +$38.2K +423 +7%
SFS
2797
Strategic Financial Services
New York
$583K +$33.4K +370 +6%
VP
2798
Verum Partners
North Carolina
$583K +$13.6K +150 +2%
MWM
2799
MBE Wealth Management
Wisconsin
$583K +$310K +3,427 +113%
VFG
2800
Victory Financial Group
Texas
$582K +$582K +6,444 New