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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 %
AA
3626
ACT Advisors
North Carolina
$216K +$216K +2,386 New
EA
3627
Emerald Advisors
Washington
$216K +$216K +2,386 New
EFP
3628
Elser Financial Planning
Indiana
$215K +$215K +2,385 New
HWM
3629
Howard Wealth Management
Connecticut
$214K +$214K +2,374 New
DPI
3630
Diversified Portfolios Inc
Michigan
$214K +$214K +2,373 New
PCM
3631
Piedmont Capital Management
Montana
$214K +$214K +2,374 New
DFA
3632
DHJJ Financial Advisors
Illinois
$214K -$12.2K -135 -5%
MAM
3633
Marotta Asset Management
Virginia
$213K -$19.8K -220 -8%
NAMNJ
3634
NorthStar Asset Management (New Jersey)
New Jersey
$213K +$213K +2,361 New
FH
3635
Financial Harvest
Florida
$213K +$213K +2,360 New
EFP
3636
Envision Financial Planning
Tennessee
$213K +$213K +2,359 New
HIG
3637
Heritage Investment Group
Florida
$213K +$213K +2,358 New
LCM
3638
Leisure Capital Management
California
$213K +$213K +2,356 New
CCA
3639
Cora Capital Advisors
New Jersey
$213K +$213K +2,355 New
JF
3640
Joule Financial
Kentucky
$213K +$213K +2,354 New
MSG
3641
Main Street Group
Virginia
$212K -$21K -233 -9%
SG
3642
Somerset Group
Minnesota
$212K +$212K +2,343 New
MCM
3643
Mengis Capital Management
Oregon
$211K +$211K +2,336 New
BC
3644
Brio Consultants
California
$211K -$34.7K -384 -14%
KAM
3645
Kraft Asset Management
Tennessee
$211K -$21.8K -239 -9%
VIM
3646
Vista Investment Management
Pennsylvania
$210K -$28.6K -316 -12%
OFO
3647
OneAscent Family Office
Alabama
$210K +$210K +2,321 New
NED
3648
Nancy E. Dempze
$209K -$18.1K -200 -8%
AFGAS
3649
Allegiance Financial Group Advisory Services
Virginia
$209K +$209K +2,312 New
SCA
3650
Scott Capital Advisors
Oregon
$209K +$209K +2,279 New