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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 %
VW
3201
Vance Wealth
California
$366K -$64.5K -714 -15%
CCM
3202
Crew Capital Management
Ohio
$366K
CTWM
3203
Cherry Tree Wealth Management
Minnesota
$366K
CCP
3204
Clarkston Capital Partners
Michigan
$365K -$78K -863 -18%
PSP
3205
Principal Street Partners
Tennessee
$365K
GWA
3206
Gratus Wealth Advisors
Virginia
$363K +$27.1K +300 +8%
MFC
3207
Morris Financial Concepts
South Carolina
$363K +$53.8K +596 +17%
MFT
3208
Moisand Fitzgerald Tamayo
Florida
$363K -$11.3K -125 -3%
FFL
3209
Financial Freedom LLC
Ohio
$363K -$21.7K -240 -6%
TCFP
3210
Treasure Coast Financial Planning
Florida
$363K
IPW
3211
Impact Partnership Wealth
Georgia
$362K +$362K +4,004 New
WP
3212
Waycross Partners
Kentucky
$361K
CWMA
3213
Capstone Wealth Management (Alabama)
Alabama
$361K +$361K +4,000 New
SDWIA
3214
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$360K +$6.6K +73 +2%
FNBSF
3215
First National Bank Sioux Falls
South Dakota
$360K
CWM
3216
Campbell Wealth Management
Virginia
$359K +$359K +3,977 New
MIP
3217
Marietta Investment Partners
Wisconsin
$358K
OWG
3218
Oxford Wealth Group
Florida
$357K +$361 +4 +0.1%
MGWM
3219
Marks Group Wealth Management
Minnesota
$357K
AWM
3220
Atticus Wealth Management
Florida
$356K -$15.5K -172 -4%
EFA
3221
Edge Financial Advisors
Illinois
$356K -$30.3K -335 -8%
WCM
3222
WealthBridge Capital Management
Ohio
$356K -$19.8K -219 -5%
MA
3223
Mezzasalma Advisors
New Jersey
$355K
CF
3224
Claris Financial
Virginia
$355K +$355K +3,927 New
FA
3225
Financial Advisors
Massachusetts
$354K