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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 %
GWA
2826
GGM Wealth Advisors
Maryland
$565K -$478K -5,280 -46%
FDDB
2827
Fidelity D&D Bancorp
Pennsylvania
$564K
MSRI
2828
Michael S. Ryan Inc
New York
$563K -$11.8K -131 -2%
FAM
2829
Flaharty Asset Management
Florida
$563K +$264K +2,917 +88%
GAM
2830
Gemmer Asset Management
California
$561K -$90 -1 -0%
WPA
2831
West Paces Advisors
Georgia
$559K
SIC
2832
Shoker Investment Counsel
Ohio
$558K
CHP
2833
Cable Hill Partners
Oregon
$557K -$43.6K -482 -7%
PFW
2834
Petros Family Wealth
Minnesota
$557K +$557K +6,163 New
SN
2835
Sittner & Nelson
Oregon
$557K
CPL
2836
CAP Partners LLC
Tennessee
$556K +$8.58K +95 +2%
AWA
2837
AGH Wealth Advisors
Kansas
$554K +$554K +6,137 New
LRWA
2838
Long Run Wealth Advisors
New York
$554K +$25.1K +278 +5%
DA
2839
Drake & Associates
Wisconsin
$554K -$108K -1,065 -16%
AF
2840
Apexium Financial
Texas
$553K +$81K +895 +17%
GC
2841
Gibson Capital
Pennsylvania
$553K +$1.27K +14 +0.2%
PIFP
2842
Partners in Financial Planning
Virginia
$552K
AI
2843
AXS Investments
New York
$551K +$5.15K +57 +0.9%
ACM
2844
AUA Capital Management
Pennsylvania
$551K
PAA
2845
Peregrine Asset Advisers
Oregon
$551K +$120K +1,330 +28%
MKC
2846
M. Kraus & Co
Vermont
$550K -$7.59K -84 -1%
MCM
2847
Magnolia Capital Management
New York
$548K
OAS
2848
Optivise Advisory Services
Tennessee
$548K +$25.5K +282 +5%
AIFAIM
2849
American Institute for Advanced Investment Management
Arizona
$547K -$5.42K -60 -1%
CCP
2850
Carmel Capital Partners
California
$544K +$8.31K +92 +2%