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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 %
Betterment LLC
2801
Betterment LLC
New York
$580K +$86.6K +958 +18%
HFO
2802
Heritage Family Offices
Arizona
$579K +$27.1K +300 +5%
EWA
2803
Evolution Wealth Advisors
Florida
$579K +$312K +3,450 +117%
IC
2804
Iconiq Capital
California
$578K +$245K +2,716 +74%
HIM
2805
Hanlon Investment Management
New Jersey
$578K +$14K +155 +2%
GPFA
2806
Game Plan Financial Advisors
Ohio
$577K
KOMWMG
2807
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$577K -$99.2K -1,098 -15%
HR
2808
Howe & Rusling
New York
$577K +$13.3K +147 +2%
DWMS
2809
Dominguez Wealth Management Solutions
Virginia
$577K +$67.8K +750 +13%
QL
2810
Quarry LP
New York
$576K +$576K +6,372 New
HHAA
2811
Henry H. Armstrong Associates
Pennsylvania
$575K -$4.52K -50 -0.8%
GDP
2812
Great Diamond Partners
Maine
$575K -$49.7K -550 -8%
MCM
2813
Maple Capital Management
Vermont
$574K +$1.72K +19 +0.3%
CFG
2814
CKW Financial Group
Hawaii
$574K +$27.1K +300 +5%
SFPG
2815
Stonebridge Financial Planning Group
Florida
$574K +$23.5K +260 +4%
EWM
2816
Evermay Wealth Management
Virginia
$573K
BMWM
2817
Brown Miller Wealth Management
Virginia
$571K -$11.5K -127 -2%
RWP
2818
Ridgecrest Wealth Partners
California
$570K -$190K -2,100 -25%
EFL
2819
ERn Financial LLC
Wisconsin
$570K -$28.5K -315 -5%
SCM
2820
Sage Capital Management
New Jersey
$569K
CIM
2821
Contravisory Investment Management
Massachusetts
$569K -$63.2K -699 -10%
WTFG
2822
Wood Tarver Financial Group
Idaho
$566K +$566K +6,265 New
GXJ
2823
Global X Japan
Japan
$566K +$26K +288 +5%
PA
2824
PSI Advisors
Florida
$566K +$6.78K +75 +1%
WFA
2825
Wellspring Financial Advisors
Ohio
$565K -$41.4K -458 -7%