WMT icon

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 %
AIMC
3326
Alley Investment Management Company
Illinois
$304K
CPSC
3327
Carl P. Sherr & Co
Massachusetts
$304K
SP
3328
Sequent Planning
Nebraska
$303K -$205K -2,273 -40%
ACC
3329
Acorn Creek Capital
Colorado
$303K +$14.6K +162 +5%
CWA
3330
CJM Wealth Advisers
Virginia
$303K
PIP
3331
Peachtree Investment Partners
Florida
$303K +$303K +3,349 New
EE
3332
EWG Elevate
California
$302K +$1.81K +20 +0.6%
PCA
3333
Purkiss Capital Advisors
Connecticut
$302K +$302K +3,346 New
ECAM
3334
East Coast Asset Management
Massachusetts
$302K -$24.4K -270 -7%
BA
3335
BCM Advisors
Louisiana
$302K -$10.8K -105 -3%
AFM
3336
Armstrong Fleming & Moore
District of Columbia
$301K +$542 +6 +0.2%
CAM
3337
Campion Asset Management
Virginia
$301K
BCM
3338
Bourgeon Capital Management
Connecticut
$301K +$6.78K +75 +2%
CWM
3339
Chemistry Wealth Management
New York
$301K +$301K +3,327 New
EL
3340
Essex LLC
Illinois
$300K
TFG
3341
Taylor Financial Group
Virginia
$300K
JTWM
3342
Jackson Thornton Wealth Management
Alabama
$299K +$52.6K +582 +21%
WWM
3343
Wiser Wealth Management
Georgia
$299K +$22.5K +249 +8%
BWA
3344
BlueSky Wealth Advisors
North Carolina
$298K
FNC
3345
First National Corp
Massachusetts
$298K -$11.5K -127 -4%
RWM
3346
Rench Wealth Management
Texas
$297K +$27.4K +303 +10%
SFG
3347
Synergy Financial Group
California
$296K -$994 -11 -0.3%
FA
3348
FSA Advisors
Michigan
$296K +$296K +3,330 New
MAC
3349
Mason & Associates (California)
California
$295K -$13.2K -146 -4%
AFP
3350
Alpha Financial Partners
Kentucky
$295K +$295K +3,265 New