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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 %
CM
2901
Capula Management
Cayman Islands
$521K -$95.5K -1,057 -16%
SFA
2902
Souders Financial Advisors
Ohio
$520K -$1.04M -11,463 -67%
FSG
2903
Financial Strategies Group
Michigan
$519K -$21.7K -233 -4%
TSWM
2904
Tyler-Stone Wealth Management
Ohio
$519K +$12.3K +136 +2%
FI
2905
Financial Insights
Washington
$519K -$683K -7,557 -57%
SPA
2906
Sherbrooke Park Advisers
New York
$517K +$517K +5,721 New
PWM
2907
Palacios Wealth Management
Florida
$516K +$516K +5,645 New
BWP
2908
Baldwin Wealth Partners
Massachusetts
$515K +$116K +1,289 +29%
ST
2909
Sentinel Trust
Texas
$515K -$6.96K -77 -1%
AOWM
2910
Alpha Omega Wealth Management
Virginia
$515K -$5.6K -62 -1%
NCM
2911
Nelson Capital Management
California
$514K +$2.44K +27 +0.5%
CFO
2912
Collective Family Office
Pennsylvania
$513K
SRB
2913
Shotwell Rutter Baer
Michigan
$511K
ZB
2914
Zions Bancorporation
Utah
$511K +$19.9K +220 +4%
SFS
2915
Symphony Financial Services
Ohio
$511K
SC
2916
Stephens Consulting
Michigan
$510K -$16.3K -180 -3%
PDL
2917
Portfolio Design Labs
California
$510K +$234K +2,592 +85%
KPWG
2918
KFA Private Wealth Group
Virginia
$510K -$1.54K -17 -0.3%
HWM
2919
Hohimer Wealth Management
Washington
$508K +$2.44K +27 +0.5%
BDF
2920
Black Diamond Financial
Maryland
$507K +$37.1K +411 +8%
CC
2921
Commons Capital
Massachusetts
$507K -$452 -5 -0.1%
LSA
2922
Lion Street Advisors
Texas
$506K +$109K +1,206 +27%
WWC
2923
Waypoint Wealth Counsel
Georgia
$505K +$36.1K +400 +8%
HFA
2924
High Falls Advisors
New York
$505K +$271 +3 +0.1%
PCMF
2925
Private Capital Management (Florida)
Florida
$505K +$6.78K +75 +1%