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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 %
CCA
3176
Conservest Capital Advisors
Pennsylvania
$378K -$20.7K -229 -5%
BFA
3177
Buttonwood Financial Advisors
Maryland
$378K -$83.1K -920 -18%
CMS
3178
Capital Market Strategies
Florida
$378K +$18.1K +200 +5%
KB
3179
Kimelman & Baird
New York
$378K
BWP
3180
Burling Wealth Partners
Illinois
$376K +$376K +4,164 New
DI
3181
DDFG Inc
California
$376K
Cohen & Steers
3182
Cohen & Steers
New York
$376K -$4.34K -48 -1%
SIC
3183
Sigma Investment Counselors
Michigan
$376K +$72.4K +801 +24%
SFB
3184
STAR Financial Bank
Indiana
$375K -$187K -2,070 -33%
CAL
3185
Capital Advisors Ltd
Ohio
$375K +$2.98K +33 +0.8%
KCM
3186
Kendall Capital Management
Maryland
$375K +$51K +564 +16%
BDFN
3187
Bond & Devick Financial Network
Minnesota
$375K
ES
3188
ETF Store
Kansas
$374K -$40.9K -453 -10%
KFI
3189
Key Financial Inc
Pennsylvania
$374K -$39.3K -435 -10%
SCM
3190
Seascape Capital Management
New Hampshire
$373K -$90 -1 -0%
LSA
3191
Lansing Street Advisors
Pennsylvania
$371K +$17K +188 +5%
CYG
3192
Clean Yield Group
Vermont
$371K
SWR
3193
Spahn Wealth & Retirement
Arizona
$370K +$370K +4,098 New
CB
3194
Chris Bulman
California
$369K -$14.4K -159 -4%
TC
3195
TAP Consulting
Missouri
$369K +$2.8K +31 +0.8%
WCM
3196
Warburton Capital Management
Oklahoma
$367K +$367K +4,063 New
LWA
3197
Lantern Wealth Advisors
New York
$367K +$49K +542 +15%
RFP
3198
Root Financial Partners
California
$366K +$366K +4,051 New
NJBEST
3199
New Jersey Better Educational Savings Trust
New Jersey
$366K -$54.2K -600 -13%
FEG
3200
Financial Enhancement Group
Indiana
$366K +$366K +3,997 New