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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 %
NLP
3451
Next Level Private
New York
$264K +$13.3K +147 +5%
PWA
3452
PCG Wealth Advisors
Kansas
$264K +$11.4K +126 +5%
BPC
3453
Bearing Point Capital
Minnesota
$264K +$264K +2,917 New
NQWM
3454
Northwest Quadrant Wealth Management
Oregon
$263K +$263K +2,914 New
C
3455
Covestor
United Kingdom
$263K +$16.9K +187 +7%
KAM
3456
Knightsbridge Asset Management
California
$263K +$8.04K +89 +3%
DFCM
3457
Dark Forest Capital Management
Puerto Rico
$263K -$768K -8,503 -75%
PAG
3458
Private Advisory Group
Washington
$262K +$262K +2,905 New
PPW
3459
Parcion Private Wealth
Washington
$262K +$262K +2,904 New
MSWM
3460
Mader & Shannon Wealth Management
Missouri
$261K +$261K +2,885 New
ACA
3461
Aspire Capital Advisors
Washington
$260K +$21.4K +237 +9%
DCBT
3462
Dakota Community Bank & Trust
North Dakota
$260K +$9.94K +110 +4%
HFS
3463
Heritage Financial Services
Massachusetts
$260K +$813 +9 +0.3%
SC
3464
Schubert & Co
Texas
$260K +$8.04K +89 +3%
SC
3465
Saybrook Capital
North Carolina
$260K +$260K +2,875 New
EWA
3466
Elevate Wealth Advisory
Georgia
$260K +$3.17K +35 +1%
CWM
3467
Cherrydale Wealth Management
New Jersey
$260K
CPC
3468
Cookson Peirce & Co
Pennsylvania
$259K +$259K +2,868 New
AA
3469
Alesco Advisors
New York
$259K -$5.78K -64 -2%
HBCM
3470
Heron Bay Capital Management
Michigan
$259K -$8.76K -97 -3%
EPP
3471
ETF Portfolio Partners
Kansas
$258K
AA
3472
Apriem Advisors
California
$258K +$19.6K +217 +8%
MSFP
3473
Mark Sheptoff Financial Planning
Connecticut
$257K +$67.8K +750 +36%
PAYA
3474
Phil A. Younker & Associates
Alaska
$257K +$257K +2,850 New
PC
3475
Prairiewood Capital
North Dakota
$257K