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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 %
GWM
3101
GSB Wealth Management
Connecticut
$410K +$11.5K +127 +3%
PW
3102
Potentia Wealth
California
$410K +$410K +4,540 New
CWM
3103
CarsonAllaria Wealth Management
Illinois
$410K -$3.34K -37 -0.8%
ACM
3104
Ascent Capital Management
Oregon
$410K +$410K +4,537 New
FP
3105
Financial Perspectives
Minnesota
$410K +$5.69K +63 +1%
TRIA
3106
Trail Ridge Investment Advisors
Colorado
$409K +$19.4K +215 +5%
BCMO
3107
Buckingham Capital Management (Ohio)
Ohio
$409K +$108K +1,200 +36%
CPA
3108
Court Place Advisors
Maryland
$408K +$8.49K +94 +2%
JEST
3109
JTC Employer Solutions Trustee
Jersey
$408K +$272K +3,000 +200%
TWM
3110
TCFG Wealth Management
California
$408K +$117K +1,293 +40%
SW
3111
StrongBox Wealth
Missouri
$407K -$78.1K -864 -16%
CWC
3112
Carolinas Wealth Consulting
North Carolina
$407K -$543 -6 -0.1%
HCM
3113
Huber Capital Management
California
$407K
CWM
3114
C2C Wealth Management
Arizona
$407K
W
3115
WorthPointe
California
$406K -$271 -3 -0.1%
CWIG
3116
Chung Wu Investment Group
Texas
$406K +$406K +4,490 New
GA
3117
Goldstein Advisors
Wisconsin
$405K +$88.2K +976 +28%
AFW
3118
Avantra Family Wealth
Pennsylvania
$405K +$405K +4,478 New
MCAI
3119
Members Capital Advisors Inc
Wisconsin
$404K
PA
3120
Promethium Advisors
Maryland
$404K +$9.6K +106 +2%
HA
3121
Helium Advisors
Washington
$404K +$404K +4,475 New
PW
3122
Peninsula Wealth
California
$404K +$26.9K +298 +7%
SW
3123
Schulz Wealth
Texas
$403K +$5.33K +59 +1%
SA
3124
Stewardship Advisors
Pennsylvania
$403K +$51.4K +569 +15%
AWM
3125
Austin Wealth Management
Texas
$402K +$42.1K +458 +12%