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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
3226
Glass Wealth Management
Texas
$354K +$32.5K +360 +10%
BWG
3227
Boomfish Wealth Group
Georgia
$354K -$10.5K -116 -3%
TCM
3228
Towercrest Capital Management
Pennsylvania
$353K -$9.04K -100 -2%
PRI
3229
Prepared Retirement Institute
Pennsylvania
$353K
LIA
3230
LifePlan Investment Advisors
North Carolina
$353K +$3.43K +38 +1%
APW
3231
Acima Private Wealth
Virginia
$352K
IWP
3232
Innova Wealth Partners
Pennsylvania
$352K +$352K +3,900 New
IA
3233
Intellus Advisors
Florida
$352K +$352K +3,897 New
PHWM
3234
Pine Harbor Wealth Management
Maryland
$352K +$271 +3 +0.1%
FWM
3235
Fonville Wealth Management
Virginia
$351K -$12.4K -137 -3%
GWAM
3236
Guardian Wealth Advisors (Minnesota)
Minnesota
$349K +$452 +5 +0.1%
ECML
3237
Eagle Capital Management (Louisiana)
Louisiana
$349K +$29K +321 +9%
AW
3238
Alaethes Wealth
Nevada
$348K
SWM
3239
Sculati Wealth Management
Michigan
$348K -$43.4K -480 -11%
WIA
3240
Westbourne Investment Advisors
Maryland
$348K
BFIC
3241
Bedell Frazier Investment Counselling
California
$347K +$10.8K +120 +3%
SFS
3242
Searcy Financial Services
Kansas
$347K
MPWS
3243
McCarter Private Wealth Services
Massachusetts
$346K
PM
3244
Penbrook Management
New York
$345K -$72.3K -800 -17%
LIA
3245
Lynx Investment Advisory
District of Columbia
$345K -$10K -111 -3%
LWMI
3246
Landmark Wealth Management (Illinois)
Illinois
$345K
RA
3247
Rise Advisors
New York
$345K -$16.4K -182 -5%
GWP
3248
Gateway Wealth Partners
Wisconsin
$344K -$18.8K -208 -5%
SIC
3249
Sage Investment Counsel
Tennessee
$343K +$343K +3,801 New
JBW
3250
Journey Beyond Wealth
Georgia
$341K +$341K +3,779 New