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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 %
GCM
3401
Gallacher Capital Management
Colorado
$279K
AWM
3402
AllSquare Wealth Management
New York
$279K
TPCM
3403
Templeton & Phillips Capital Management
Tennessee
$278K +$2.26K +25 +0.8%
HIM
3404
Harbour Investment Management
Washington
$278K +$278K +3,073 New
HFS
3405
Hoge Financial Services
Pennsylvania
$277K +$277K +3,067 New
DFG
3406
Dynamic Financial Group
Iowa
$277K +$277K +3,061 New
SGWM
3407
Sterling Group Wealth Management
California
$276K
SS
3408
Sound Stewardship
Kansas
$276K +$276K +3,055 New
ORI
3409
Oak Ridge Investments
Illinois
$276K
OWM
3410
Opes Wealth Management
California
$275K +$20.1K +223 +8%
WA
3411
WPG Advisers
Maryland
$274K +$274K +3,037 New
PWP
3412
Phillips Wealth Planners
Mississippi
$274K -$202K -2,175 -42%
NME
3413
Notis-McConarty Edward
$274K -$15.4K -170 -5%
PFS
3414
Prospect Financial Services
New York
$273K -$45.2K -500 -14%
WA
3415
WP Advisors
California
$273K
WRPWM
3416
Werba Rubin Papier Wealth Management
California
$273K +$12.5K +138 +5%
AIA
3417
Accelerate Investment Advisors
California
$273K +$273K +3,019 New
PIA
3418
Powell Investment Advisors
Florida
$272K
RCA
3419
Runnymede Capital Advisors
Ohio
$272K +$272K +3,009 New
TI
3420
Truepoint Inc
Ohio
$271K +$271K +3,004 New
MC
3421
Montag & Caldwell
Georgia
$271K
CV
3422
Counterweight Ventures
North Carolina
$271K
NG
3423
NWK Group
California
$271K
CA
3424
Cumberland Advisors
Florida
$271K
GA
3425
Greenspring Advisors
Maryland
$271K