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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 %
AIA
3151
Alternative Investment Advisors
Florida
$393K +$37.5K +415 +11%
OPOWM
3152
One Plus One Wealth Management
Florida
$393K +$25.4K +281 +7%
WF
3153
Whelan Financial
California
$392K +$8.77K +97 +2%
PPH
3154
Pure Portfolios Holdings
Oregon
$392K +$32.6K +361 +9%
BWS
3155
Broadway Wealth Solutions
Texas
$392K +$392K +4,334 New
FSA
3156
Financial Sense Advisors
California
$391K
KWA
3157
Kellett Wealth Advisors
Ohio
$390K -$72.9K -807 -16%
LWP
3158
LeClair Wealth Partners
Ohio
$388K +$388K +4,299 New
BHWM
3159
Beaird Harris Wealth Management
Texas
$387K
LA
3160
Latitude Advisors
Florida
$386K +$3.98K +44 +1%
MPW
3161
Monterey Private Wealth
California
$386K
TFIPS
3162
Towarzystwo Funduszy Inwestycyjnych PZU SA
$385K +$55.1K +610 +17%
AFAS
3163
Acorn Financial Advisory Services
Virginia
$385K -$2.71K -30 -0.7%
CWM
3164
Collaborative Wealth Management
Florida
$384K -$2.08K -23 -0.5%
SIM
3165
SSI Investment Management
California
$384K -$542 -6 -0.1%
RHJA
3166
Rice Hall James & Associates
California
$384K
GF
3167
Gries Financial
Ohio
$383K -$11.2K -124 -3%
AMM
3168
American Money Management
California
$381K +$381K +4,221 New
CNTOF
3169
Canandaigua National Trust of Florida
New York
$381K +$112K +1,240 +42%
SFG
3170
SNS Financial Group
Minnesota
$380K -$13.9K -153 -4%
CIS
3171
Connors Investor Services
Pennsylvania
$379K
WWM
3172
Wagner Wealth Management
South Carolina
$379K
DTL
3173
Dynamic Technology Lab
Singapore
$379K -$1.83M -20,313 -83%
HFW
3174
Horizon Family Wealth
Illinois
$379K -$17K -188 -4%
PA
3175
Parkside Advisors
California
$378K