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Walmart

3,864 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
3,864
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 %
KHC
3726
Koesten Hirschmann & Crabtree
Kansas
$120K
TWD
3727
True Wealth Design
Ohio
$120K +$44.7K +495 +59%
CF
3728
Conquis Financial
California
$120K +$120K +1,325 New
GK
3729
Graney & King
New York
$119K +$119K +1,319 New
VWA
3730
Valued Wealth Advisors
Utah
$119K +$16.4K +181 +16%
FLP
3731
Financial Life Planners
Arizona
$118K +$118K +1,307 New
TAM
3732
Tucker Asset Management
Colorado
$115K +$53.8K +596 +88%
CFG
3733
Chapman Financial Group
Hawaii
$115K +$115K +1,200 New
VFA
3734
Values First Advisors
Tennessee
$109K +$109K +1,206 New
EPW
3735
Endeavor Private Wealth
Kansas
$109K +$109K +1,200 New
AWM
3736
Accredited Wealth Management
Kentucky
$104K +$104K +1,144 New
CSWM
3737
Cassady Schiller Wealth Management
Ohio
$96.8K +$4.43K +49 +5%
SIA
3738
Sit Investment Associates
Minnesota
$96K
PFG
3739
Putney Financial Group
California
$93K +$93K +1,029 New
FWM
3740
FSA Wealth Management
Massachusetts
$92.8K -$32.2K -356 -26%
LWA
3741
Lowe Wealth Advisors
Maryland
$92K +$10.9K +121 +13%
PWMG
3742
Private Wealth Management Group
New Jersey
$91.2K +$14.2K +157 +18%
HMS
3743
Hanseatic Management Services
New Mexico
$90.4K +$9.67K +107 +12%
NC
3744
NewSquare Capital
Pennsylvania
$89.4K +$16.8K +186 +23%
1L
3745
10Elms LLP
Oklahoma
$89.4K +$89.4K +990 New
MBFW
3746
Morton Brown Family Wealth
Pennsylvania
$88.3K
USB
3747
Union Savings Bank
Connecticut
$87.9K
RWM
3748
Rialto Wealth Management
New York
$86.2K +$86.2K +954 New
IA
3749
IFS Advisors
Kansas
$84K +$81.3K +900 +3,000%
HC
3750
Hurley Capital
New York
$83.7K +$83.7K +892 New