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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 %
SIC
3701
SJS Investment Consulting
Ohio
$150K -$11.6K -128 -7%
CMA
3702
Cedar Mountain Advisors
Oregon
$148K -$3.89K -43 -3%
LIA
3703
Luken Investment Analytics
Tennessee
$148K
MSWA
3704
Marshall & Sterling Wealth Advisors
New York
$148K +$148K +1,636 New
AWM
3705
Activest Wealth Management
Florida
$148K +$2.17K +24 +1%
PGAM
3706
Princeton Global Asset Management
New Jersey
$147K +$4.7K +52 +3%
SAS
3707
Stelac Advisory Services
New York
$144K
PCTC
3708
Perkins Coie Trust Company
Washington
$143K
AIP
3709
Arrowpoint Investment Partners
Singapore
$142K +$142K +1,567 New
HIW
3710
Holos Integrated Wealth
Pennsylvania
$140K +$140K +1,554 New
EFMH
3711
E Fund Management (HK)
Hong Kong
$137K +$137K +1,516 New
IWM
3712
IMG Wealth Management
Florida
$137K +$137K +1,514 New
IHWM
3713
Iron Horse Wealth Management
Iowa
$134K +$37.9K +420 +40%
RDFA
3714
Ritter Daniher Financial Advisory
Ohio
$133K
PIS
3715
POM Investment Strategies
North Carolina
$132K +$12.8K +142 +11%
RWM
3716
Ruedi Wealth Management
Illinois
$131K
CIA
3717
Cape Investment Advisory
Georgia
$131K +$24.5K +271 +23%
RTL
3718
Red Tortoise LLC
Georgia
$131K
SWC
3719
Spectrum Wealth Counsel
Indiana
$131K
RFG
3720
REAP Financial Group
Texas
$127K +$2.08K +23 +2%
SC
3721
Swan Capital
Florida
$125K +$72.5K +802 +138%
TVWM
3722
Tower View Wealth Management
Wisconsin
$124K
OCM
3723
Orion Capital Management
California
$124K +$124K +1,369 New
SIM
3724
Synergy Investment Management
Florida
$123K +$123K +1,364 New
PP
3725
PrairieView Partners
Minnesota
$122K +$70K +780 +134%