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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 %
GWWM
3251
Great Waters Wealth Management
Minnesota
$341K -$54.7K -605 -14%
EBSAM
3252
Eubel Brady & Suttman Asset Management
Ohio
$341K
VWM
3253
Valley Wealth Managers
New Jersey
$341K
IA
3254
IMZ Advisory
Florida
$340K
EIP
3255
Ellis Investment Partners
Pennsylvania
$340K
OWA
3256
ORBA Wealth Advisors
Illinois
$339K -$46.1K -510 -12%
KJHP
3257
K.J. Harrison & Partners
Ontario, Canada
$339K -$97.2K -1,080 -22%
PHAM
3258
Palisades Hudson Asset Management
Florida
$339K
MC
3259
Machina Capital
France
$338K +$338K +3,746 New
TC
3260
TFR Capital
Texas
$338K +$338K +3,743 New
AWA
3261
Acorn Wealth Advisors
Michigan
$336K -$181 -2 -0.1%
TF
3262
Threadgill Financial
Texas
$335K +$47.3K +524 +16%
MYIA
3263
Mount Yale Investment Advisors
Colorado
$334K -$851K -9,415 -72%
MG
3264
McHugh Group
Ohio
$334K +$334K +3,700 New
CSA
3265
Cottage Street Advisors
Massachusetts
$334K +$11.2K +124 +3%
MAM
3266
Marquette Asset Management
Minnesota
$332K
GSWM
3267
Greenup Street Wealth Management
Michigan
$332K +$67.4K +746 +25%
WA
3268
Wealthstream Advisors
New York
$331K +$8.49K +94 +3%
WAOI
3269
Wealth Advisors of Iowa
Iowa
$331K +$86.8K +961 +36%
SCM
3270
Saxony Capital Management
Missouri
$331K
AIMA
3271
Ables Iannone Moore & Associates
Georgia
$330K -$10.3K -114 -3%
PCMC
3272
Private Capital Management (Colorado)
Colorado
$330K -$8.58K -95 -3%
BWA
3273
Blodgett Wealth Advisors
California
$329K +$31.6K +350 +11%
TPW
3274
TL Private Wealth
Texas
$329K
FFG
3275
Frisch Financial Group
New York
$329K