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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 %
GJWM
751
Gilliland Jeter Wealth Management
Arkansas
$11.2M -$24.9K -276 -0.2%
FCBT
752
First Citizens Bank & Trust
North Carolina
$11.2M -$9.49K -105 -0.1%
MGIA
753
Moneta Group Investment Advisors
Missouri
$11.1M +$157K +1,741 +1%
LP
754
LMR Partners
United Kingdom
$11M +$11M +122,301 New
JCM
755
Jacobi Capital Management
Pennsylvania
$11M -$137K -1,519 -1%
DT
756
Diversified Trust
Tennessee
$11M -$670K -7,418 -6%
ECM
757
Everence Capital Management
Indiana
$11M -$989K -10,950 -8%
SWP
758
Sagespring Wealth Partners
Tennessee
$11M +$11M +121,434 New
FMB
759
Field & Main Bank
Kentucky
$10.9M -$75.4K -835 -0.7%
OBGC
760
O'Brien Greene & Co
Pennsylvania
$10.9M -$353K -3,907 -3%
CAM
761
Carret Asset Management
New York
$10.9M -$253K -2,799 -2%
LWANC
762
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.9M -$181K -2,000 -2%
NM
763
NWI Management
New York
$10.8M
CCS
764
Concentric Capital Strategies
Connecticut
$10.8M +$9.28M +102,672 +593%
RBA
765
Richard Bernstein Advisors
New York
$10.8M +$7.46M +82,565 +225%
CBTWT
766
Community Bank & Trust (Waco, Texas)
Texas
$10.8M +$19.6K +217 +0.2%
CAC
767
Core Alternative Capital
Georgia
$10.8M -$1.49M -16,538 -12%
CAG
768
Csenge Advisory Group
Florida
$10.7M -$365K -4,035 -3%
SLI
769
Sumitomo Life Insurance
Japan
$10.7M +$488K +5,402 +5%
PI
770
Parkside Investments
Illinois
$10.7M -$938K -10,380 -8%
CCM
771
Canal Capital Management
Virginia
$10.7M -$418K -4,622 -4%
UBP
772
Union Bancaire Privee
Switzerland
$10.6M +$10.6M +119,368 New
CG
773
Caprock Group
Idaho
$10.6M -$404K -4,460 -4%
NAAA
774
New Age Alpha Advisors
New York
$10.6M +$10.6M +117,151 +30,588%
GRP
775
Global Retirement Partners
California
$10.6M +$1.71M +18,881 +19%