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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 %
BF
3376
Bonfire Financial
Colorado
$288K +$288K +3,177 New
EWS
3377
Evergreen Wealth Solutions
Pennsylvania
$288K -$357K -3,949 -55%
RMC
3378
Ring Mountain Capital
California
$288K +$288K +3,183 New
CWM
3379
Cahill Wealth Management
Michigan
$287K +$4.52K +50 +2%
VW
3380
Veridan Wealth
Oregon
$286K +$286K +2,874 New
BSA
3381
Bull Street Advisors
Georgia
$286K
THCM
3382
Taylor Hoffman Capital Management
Virginia
$285K
BOSSRA
3383
B.O.S.S. Retirement Advisors
Utah
$285K +$285K +3,156 New
VPWA
3384
Vestia Personal Wealth Advisors
Indiana
$285K +$27.2K +301 +11%
LGW
3385
Leslie Global Wealth
Illinois
$285K +$51.3K +568 +22%
GW
3386
Griffith & Werner
Georgia
$285K +$285K +3,153 New
HWM
3387
Horizon Wealth Management
Illinois
$284K +$3.7K +41 +1%
HFS
3388
Hughes Financial Services
Virginia
$283K +$283K +3,133 New
RB
3389
Rodgers Brothers
Pennsylvania
$283K +$47.4K +525 +20%
EWS
3390
Eagle Wealth Strategies
New Jersey
$282K +$9.4K +104 +3%
AWM
3391
Ariadne Wealth Management
California
$282K +$282K +2,741 New
IFO
3392
Independent Family Office
New York
$282K
CAM
3393
Clark Asset Management
New Hampshire
$282K -$70.7K -783 -20%
B
3394
BetterWealth
California
$281K +$3.25K +36 +1%
AFG
3395
Altiora Financial Group
Ohio
$281K
BCM
3396
BluePointe Capital Management
California
$281K +$281K +3,106 New
AGC
3397
Aspen Grove Capital
Colorado
$281K +$3.98K +44 +1%
S
3398
SharpePoint
Arizona
$281K +$281K +3,110 New
DW
3399
Dodds Wealth
Colorado
$280K
MWM
3400
Mindset Wealth Management
Indiana
$279K +$3.16K +35 +1%