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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 %
SEP
3051
Southland Equity Partners
Missouri
$435K -$2.17K -24 -0.5%
IFU
3052
iSAM Funds (UK)
United Kingdom
$434K -$137K -1,521 -24%
WCWM
3053
Willow Creek Wealth Management
California
$434K
SSA
3054
Sierra Summit Advisors
Nevada
$434K
EA
3055
Echo45 Advisors
California
$433K -$15.6K -172 -3%
MAG
3056
Mokosak Advisory Group
Iowa
$432K
W
3057
WPWealth
Texas
$432K -$25.7K -285 -6%
CA
3058
Calton & Associates
Florida
$432K -$1.21M -13,437 -74%
VI
3059
VanderPol Investments
Michigan
$431K +$6.87K +76 +2%
CTA
3060
Chesley Taft & Associates
Illinois
$429K +$39.3K +435 +10%
TCOK
3061
Trust Company of Kansas
Kansas
$428K +$23.9K +264 +6%
HWM
3062
Hobbs Wealth Management
Indiana
$427K +$427K +4,728 New
PPWM
3063
Paragon Private Wealth Management
Kentucky
$427K +$84.7K +938 +25%
FA
3064
Fortis Advisors
Pennsylvania
$427K -$994 -11 -0.2%
PHIC
3065
Pine Haven Investment Counsel
Massachusetts
$427K
AWAP
3066
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$427K +$27.9K +309 +7%
TFA
3067
Tobias Financial Advisors
Florida
$427K +$13.8K +153 +3%
CL
3068
CLG LLC
California
$426K +$426K +4,717 New
SWM
3069
Sendero Wealth Management
Texas
$425K +$20.9K +231 +5%
SC
3070
Schoolcraft Capital
Colorado
$425K
RBWA
3071
RFG - Bristol Wealth Advisors
Massachusetts
$424K +$424K +4,692 New
PWM
3072
Palumbo Wealth Management
New York
$424K +$5.42K +60 +1%
AW
3073
Atlas Wealth
Ohio
$424K
FCM
3074
Firestone Capital Management
Florida
$423K
AIP
3075
Almanack Investment Partners
Pennsylvania
$423K +$23.7K +262 +6%