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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 %
FMP
2976
Financial Management Professionals
Texas
$474K +$1.08K +12 +0.2%
LFG
2977
Lockerman Financial Group
California
$473K -$7.59K -84 -2%
PAM
2978
Peak Asset Management
Colorado
$473K
GB
2979
Goepper Burkhardt
South Carolina
$473K -$2.26K -25 -0.5%
PIAS
2980
PCA Investment Advisory Services
Ohio
$473K -$9.49K -105 -2%
ACA
2981
Affinity Capital Advisors
California
$471K +$41K +452 +10%
MFP
2982
Meridian Financial Partners
Virginia
$471K
CAM
2983
Cypress Asset Management
Texas
$471K -$9.21K -100 -2%
AHL
2984
Abel Hall LLC
Louisiana
$471K +$4.52K +50 +1%
DW30
2985
Drucker Wealth 3.0
New Jersey
$470K +$97.1K +1,075 +26%
CCAM
2986
Cascades Capital Asset Management
North Carolina
$470K +$4.52K +50 +1%
DACS
2987
Dymon Asia Capital (Singapore)
Singapore
$470K +$470K +5,200 New
VPF
2988
Vantage Point Financial
Illinois
$469K +$469K +5,187 New
AWA
2989
Amplius Wealth Advisors
Pennsylvania
$468K -$39.3K -435 -8%
BWMG
2990
Barnes Wealth Management Group
California
$467K +$467K +5,169 New
NFC
2991
Northstar Financial Companies
Pennsylvania
$467K +$467K +5,164 New
RCA
2992
Ranch Capital Advisors
Florida
$466K +$37.6K +416 +9%
BONST
2993
Bank of Nova Scotia Trust
Ontario, Canada
$466K -$40K -443 -8%
HWM
2994
Hemington Wealth Management
Virginia
$465K +$32.1K +356 +7%
TCBWMS
2995
Texas Capital Bank Wealth Management Services
Texas
$464K +$89.9K +995 +24%
LAM
2996
Lewis Asset Management
California
$464K +$6.69K +74 +1%
MMCM
2997
Murphy & Mullick Capital Management
New York
$463K +$463K +5,125 New
CIS
2998
Custom Index Systems
New York
$463K -$21.7K -240 -4%
BWM
2999
Birchcreek Wealth Management
Ohio
$463K
BFG
3000
Bouchey Financial Group
New York
$462K +$8.69K +96 +2%