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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
3351
Tolleson Wealth Management
Texas
$295K +$295K +3,263 New
SCM
3352
Sollinda Capital Management
Florida
$295K +$54.7K +605 +23%
MIM
3353
Meixler Investment Management
Arizona
$295K -$14.8K -164 -5%
KHCM
3354
Kirtland Hills Capital Management
Ohio
$295K +$22.5K +249 +8%
FNWA
3355
Financial Network Wealth Advisors
Utah
$294K -$187K -2,066 -39%
KWAG
3356
Kiely Wealth Advisory Group
North Carolina
$293K
TWM
3357
Tumwater Wealth Management
Idaho
$293K +$293K +3,240 New
VAF
3358
Values Added Financial
District of Columbia
$292K -$10.8K -120 -4%
SEM
3359
Suncoast Equity Management
Florida
$292K +$292K +3,229 New
VFPW
3360
Vantage Financial Partners (Wisconsin)
Wisconsin
$291K -$632 -7 -0.2%
IWM
3361
Iams Wealth Management
Nebraska
$291K +$291K +3,222 New
CCP
3362
Clarity Capital Partners
California
$291K +$36.2K +401 +14%
TFF
3363
The Family Firm
Maryland
$290K -$45.5K -504 -14%
CMAI
3364
Capital Management Associates Inc
Minnesota
$290K +$25.5K +282 +10%
LRIA
3365
Leonard Rickey Investment Advisors
Washington
$290K -$8.49K -94 -3%
PGWM
3366
Pitti Group Wealth Management
New York
$290K +$290K +3,208 New
SCA
3367
Strathmore Capital Advisors
North Carolina
$289K +$289K +3,201 New
SIC
3368
Schwartz Investment Counsel
Michigan
$289K -$9.04K -100 -3%
AWA
3369
Adapt Wealth Advisors
Georgia
$289K
S
3370
Sachetta
Massachusetts
$289K +$1.08K +12 +0.4%
FFG
3371
First Financial Group
North Carolina
$288K +$288K +3,192 New
1W
3372
1776 Wealth
Georgia
$288K
APW
3373
Aurora Private Wealth
New Jersey
$288K -$633 -7 -0.2%
WLPWM
3374
Walled Lake Planning & Wealth Management
Illinois
$288K
BF
3375
Blankinship & Foster
California
$288K