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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 %
OWA
3026
One Wealth Advisors
California
$448K -$289K -3,196 -39%
BHB
3027
Bank Hapoalim BM
Israel
$448K -$50.2K -555 -10%
DTC
3028
Davidson Trust Company
Washington
$446K -$10.8K -120 -2%
HGWM
3029
Horst & Graben Wealth Management
Oregon
$446K -$4.34K -48 -1%
CFGA
3030
Cambridge Financial Group (Arizona)
Arizona
$445K
TWCA
3031
Two West Capital Advisors
Kansas
$445K +$7.32K +81 +2%
MA
3032
Mosaic Advisors
Texas
$445K +$445K +4,920 New
FB
3033
Finward Bancorp
Indiana
$444K +$444K +4,919 New
CCM
3034
Crabel Capital Management
California
$444K +$444K +4,918 New
SPI
3035
Sutton Place Investors
New York
$444K +$86.6K +959 +24%
MCA
3036
Maryland Capital Advisors
Maryland
$444K -$994 -11 -0.2%
TP
3037
Tranquility Partners
Tennessee
$443K +$22.2K +246 +5%
MLFP
3038
MPS Loria Financial Planners
Illinois
$441K
BTWM
3039
Baker Tilly Wealth Management
Wisconsin
$441K -$11.6K -128 -3%
GA
3040
Gordian Advisors
Arizona
$441K
RPSA
3041
Richard P. Slaughter Associates
Texas
$440K -$1.9K -21 -0.4%
IFS
3042
Intelligent Financial Strategies
Minnesota
$439K
WWA
3043
Wingate Wealth Advisors
Massachusetts
$438K +$438K +4,852 New
MWA
3044
Motive Wealth Advisors
Michigan
$438K +$37.2K +412 +9%
MAA
3045
Matrix Asset Advisors
New York
$437K
VP
3046
Verisail Partners
Georgia
$437K +$437K +4,836 New
RTC
3047
Riverview Trust Company
Washington
$437K +$1.36K +15 +0.3%
BWAM
3048
Boyd Watterson Asset Management
Ohio
$436K -$27.1K -300 -6%
SL
3049
Sentinus LLC
Illinois
$435K +$46.4K +513 +12%
TPWA
3050
TRUE Private Wealth Advisors
Oregon
$435K +$45.1K +499 +12%