WMT icon

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 %
RWMG
2851
Redwood Wealth Management Group
New Jersey
$543K -$1.63K -18 -0.3%
PJWM
2852
Philip James Wealth Mangement
Georgia
$543K -$15.6K -173 -3%
EWM
2853
Evergreen Wealth Management
Michigan
$542K
E3F
2854
Eight 31 Financial
Texas
$542K
KIC
2855
Keating Investment Counselors
Florida
$542K
NCM
2856
NCM Capital Management
New Jersey
$541K
CA
2857
Capital Advantage
California
$541K +$541K +5,987 New
WI
2858
Wedgewood Investors
Pennsylvania
$540K
MCP
2859
Mirador Capital Partners
California
$540K +$121K +1,344 +29%
KWS
2860
Keystone Wealth Services
California
$540K -$14.8K -164 -3%
ISFAN
2861
Investor's Fiduciary Advisor Network
Washington
$539K +$539K +5,976 New
PCM
2862
Poehling Capital Management
Wisconsin
$539K
AGWCA
2863
Annis Gardner Whiting Capital Advisors
Florida
$538K +$8.87K +98 +2%
SBWIC
2864
Schaper Benz & Wise Investment Counsel
Wisconsin
$537K -$6.78K -75 -1%
PJSIMP
2865
P.J. Schmidt Investment Management (PJS)
Wisconsin
$537K -$9.49K -105 -2%
UPS
2866
UHLMANN PRICE SECURITIES
Illinois
$537K
1WM
2867
1858 Wealth Management
Ohio
$537K -$55.2K -611 -9%
OPWM
2868
Oakwell Private Wealth Management
Texas
$536K -$9.4K -104 -2%
HBW
2869
Hazlett, Burt & Watson
West Virginia
$536K -$17K -188 -3%
APWM
2870
Anchor Pointe Wealth Management
Missouri
$535K +$535K +5,911 New
RIA
2871
Retirement Investment Advisors
Oklahoma
$535K
PCI
2872
Planning Center Inc
Illinois
$534K -$7.05K -78 -1%
MFF
2873
Michels Family Financial
Texas
$533K +$533K +5,902 New
FWM
2874
ForthRight Wealth Management
Georgia
$532K
BPC
2875
Bryce Point Capital
New York
$531K +$531K +5,880 New