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 %
SA
2926
Scarborough Advisors
Maryland
$505K +$9.85K +109 +2%
IWN
2927
Independent Wealth Network
Iowa
$503K +$20.1K +222 +4%
JWWM
2928
Johnson & White Wealth Management
Pennsylvania
$503K +$503K +5,588 New
AWM
2929
Alterna Wealth Management
Texas
$503K +$45.2K +500 +10%
SL
2930
Summitry LLC
California
$501K -$24.8K -275 -5%
DWG
2931
Darden Wealth Group
Michigan
$500K +$67.8K +750 +16%
BCA
2932
Bay Capital Advisors
Virginia
$500K +$500K +5,536 New
HCP
2933
Hardin Capital Partners
South Carolina
$499K -$106K -1,177 -18%
EA
2934
Ellsworth Advisors
Ohio
$498K -$41.2K -456 -8%
HFS
2935
HBC Financial Services
Washington
$498K
MTC
2936
McDaniel Terry & Co
Texas
$496K
MWP
2937
Meridian Wealth Partners
Pennsylvania
$495K -$51K -564 -9%
CW
2938
Channel Wealth
California
$494K
ATWA
2939
Arbor Trust Wealth Advisors
Michigan
$493K -$66.1K -730 -12%
EBT
2940
Enterprise Bank & Trust
Massachusetts
$493K +$22.4K +248 +5%
PWM
2941
Prosperity Wealth Management
California
$493K -$9.76K -108 -2%
AF
2942
Aviso Financial
Ontario, Canada
$491K +$131K +1,452 +36%
TAM
2943
Townsend Asset Management
North Carolina
$491K -$602K -6,666 -55%
SIA
2944
SGL Investment Advisors
Montana
$490K -$47.1K -455 -9%
MA
2945
MBA Advisors
Pennsylvania
$490K +$1.36K +15 +0.3%
PS
2946
Planned Solutions
California
$490K -$56K -620 -10%
MEAC
2947
M.E. Allison & Co
Texas
$490K +$490K +5,418 New
PCWA
2948
Pacific Capital Wealth Advisors
California
$490K -$61.3K -679 -11%
FIC
2949
Family Investment Center
Missouri
$489K
WSWA
2950
Warren Street Wealth Advisors
California
$489K +$15.5K +171 +3%