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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 %
HL
801
HeadInvest LLC
Maine
$9.73M -$605K -6,691 -6%
DAM
802
Deltec Asset Management
New York
$9.7M +$1.04M +11,500 +12%
PBC
803
Pavion Blue Capital
California
$9.67M -$43.8K -485 -0.5%
WS
804
Wedbush Securities
California
$9.67M +$676K +7,487 +8%
HCMT
805
Highland Capital Management (Tennessee)
Tennessee
$9.64M +$7.07M +78,226 +274%
BWS
806
Buck Wealth Strategies
Colorado
$9.53M +$863K +9,547 +10%
DA
807
Denali Advisors
California
$9.51M +$624K +6,906 +7%
CPC
808
Consolidated Planning Corp
Georgia
$9.51M +$159K +1,757 +2%
GEA
809
Glen Eagle Advisors
New Jersey
$9.5M -$10.8K -119 -0.1%
UOTTAIMCU
810
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9.5M -$1.92M -21,196 -17%
WAOTB
811
Wealth Advisors of Tampa Bay
Florida
$9.49M -$84.9K -940 -0.9%
CIC
812
Canal Insurance Company
South Carolina
$9.49M -$2.26M -25,000 -19%
TF
813
Trek Financial
Arizona
$9.45M -$282K -3,117 -3%
IAS
814
Investment Advisory Services
Texas
$9.44M +$4.07K +45 +0%
DEA
815
DoubleLine ETF Adviser
Florida
$9.38M -$2.5M -27,713 -21%
BL
816
BCWM LLC
Kansas
$9.35M +$9.35M +103,534 New
PS
817
Principal Securities
Iowa
$9.34M +$1.12M +12,371 +14%
CRB
818
Chad R. Baker
$9.31M
TYCC
819
Texas Yale Capital Corp
Florida
$9.3M +$151K +1,675 +2%
WCM
820
Weik Capital Management
Pennsylvania
$9.28M -$250K -2,770 -3%
SVWAG
821
Sound View Wealth Advisors Group
Georgia
$9.27M +$575K +6,369 +7%
FIB
822
First Interstate Bank
Montana
$9.22M -$91K -1,007 -1%
CFGS
823
Concourse Financial Group Securities
Alabama
$9.2M -$358K -3,840 -4%
GIM
824
Grassi Investment Management
California
$9.19M -$108K -1,200 -1%
HB
825
HTLF Bank
Colorado
$9.18M -$274K -3,032 -3%