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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 %
TWM
3301
TriaGen Wealth Management
California
$314K -$78.8K -872 -20%
SCA
3302
STALEY CAPITAL ADVISERS
Pennsylvania
$314K
GSC
3303
Ground Swell Capital
South Carolina
$314K +$314K +3,473 New
B
3304
Barings
North Carolina
$314K +$31.4K +347 +11%
CPIA
3305
Cornell Pochily Investment Advisors
New York
$313K -$1.9K -21 -0.6%
MWM
3306
Marion Wealth Management
Pennsylvania
$313K
TWA
3307
Talisman Wealth Advisors
New Jersey
$313K -$13.6K -150 -4%
EA
3308
Evolution Advisers
Virginia
$313K
NEPPG
3309
New England Professional Planning Group
Rhode Island
$313K -$18.4K -204 -6%
YWS
3310
Yarger Wealth Strategies
Ohio
$313K +$11K +122 +4%
SDJVC
3311
St. Denis J. Villere & Co
Louisiana
$311K
LSL
3312
Legacy Solutions LLC
Pennsylvania
$311K +$311K +3,445 New
MCM
3313
Mill Capital Management
North Carolina
$311K
OC
3314
Optima Capital
Oregon
$311K +$311K +3,429 New
CFC
3315
Coyle Financial Counsel
Illinois
$310K +$9.22K +102 +3%
CFP
3316
Curran Financial Partners
South Carolina
$309K +$11.2K +124 +4%
ITFISA
3317
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$309K
IDA
3318
Intelligence Driven Advisers
California
$309K +$3.8K +42 +1%
PIWA
3319
Prevail Innovative Wealth Advisors
Kansas
$308K +$308K +3,407 New
EFG
3320
Elios Financial Group
Ohio
$308K +$68.3K +756 +29%
SA
3321
Shilanski & Associates
Alaska
$308K +$308K +3,404 New
TPWA
3322
Twin Peaks Wealth Advisors
California
$307K +$29.8K +330 +11%
RIA
3323
Realta Investment Advisors
Delaware
$306K -$226K -2,490 -42%
TFO
3324
Tarbox Family Office
California
$305K +$1.99K +22 +0.7%
MCB
3325
Morton Community Bank
Illinois
$305K -$7.86K -87 -3%