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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 %
TIAM2
2876
Tru Independence Asset Management 2
Oregon
$531K +$67.9K +750 +15%
RIG
2877
Renaissance Investment Group
Massachusetts
$531K +$105K +1,166 +25%
AWM
2878
Accel Wealth Management
Iowa
$529K -$25.1K -278 -5%
NPFS
2879
Novak & Powell Financial Services
Florida
$529K
MEG
2880
Millstone Evans Group
Colorado
$529K +$529K +5,852 New
GAB
2881
German American Bancorp
Indiana
$529K +$30.2K +334 +6%
RCM
2882
RNC Capital Management
California
$529K +$2.08K +23 +0.4%
PFA
2883
Pettinga Financial Advisors
Indiana
$528K +$7.86K +87 +2%
ECM
2884
Exchange Capital Management
Michigan
$527K -$51.8K -573 -9%
BAS
2885
Breakthru Advisory Services
Wisconsin
$526K +$526K +5,826 New
EAM
2886
Everstar Asset Management
North Carolina
$526K +$53.4K +591 +11%
SRC
2887
Sage Rhino Capital
California
$526K -$9.31K -103 -2%
RIM
2888
Reliant Investment Management
Tennessee
$525K
WPW
2889
Watershed Private Wealth
Illinois
$525K +$94.9K +1,050 +22%
BIM
2890
Bullseye Investment Management
Ohio
$524K +$524K +5,827 New
EMAM
2891
Encompass More Asset Management
California
$524K +$98.6K +1,091 +23%
FCMT
2892
Founders Capital Management (Texas)
Texas
$523K +$542 +6 +0.1%
MCM
2893
McRae Capital Management
New Jersey
$523K -$9.04K -100 -2%
THL
2894
Tillman Hartley LLC
Colorado
$523K -$1.27K -14 -0.2%
HFAS
2895
Hummer Financial Advisory Services
Illinois
$522K -$36.2K -400 -6%
LFA
2896
Lauterbach Financial Advisors
Texas
$522K
CWM
2897
Circle Wealth Management
New Jersey
$522K +$2.62K +29 +0.5%
KFS
2898
Keynote Financial Services
Connecticut
$521K -$29K -321 -5%
CAG
2899
Centerpoint Advisory Group
Kansas
$521K +$521K +5,769 New
SWM
2900
Seaside Wealth Management
California
$521K