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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 %
FM
851
Foster & Motley
Ohio
$8.68M -$935K -10,353 -10%
CFO
852
Callan Family Office
Pennsylvania
$8.67M +$8.67M +95,952 New
CIP
853
Convergence Investment Partners
Florida
$8.66M +$1.04M +11,534 +14%
RMAM
854
Raab & Moskowitz Asset Management
New Jersey
$8.63M +$65.8K +728 +0.8%
AC
855
Addenda Capital
Quebec, Canada
$8.62M -$2.62M -28,964 -23%
GIM
856
Generate Investment Management
New Zealand
$8.61M -$4.97M -55,033 -37%
EI
857
Ethic Inc
New York
$8.6M +$5.26M +58,206 +157%
OIM
858
Opus Investment Management
Massachusetts
$8.58M -$90.4K -1,000 -1%
SG
859
Sienna Gestion
France
$8.54M +$7.66M +84,749 +864%
TWP
860
Tyche Wealth Partners
Texas
$8.53M +$814K +9,007 +11%
SAM
861
Silvercrest Asset Management
New York
$8.53M -$39.5K -437 -0.5%
LWM
862
Lyell Wealth Management
California
$8.51M +$1.03M +11,416 +14%
EWM
863
Executive Wealth Management
Michigan
$8.51M -$2.64M -29,258 -24%
CC
864
Constitution Capital
Connecticut
$8.5M +$148K +1,635 +2%
WP
865
WealthPLAN Partners
Nebraska
$8.5M -$40.7K -451 -0.5%
LFM
866
LGT Fund Management
Liechtenstein
$8.49M +$1.08M +11,900 +14%
CIA
867
Covington Investment Advisors
Pennsylvania
$8.47M -$2.35M -25,964 -22%
VC
868
Vestor Capital
Illinois
$8.47M +$2.96M +32,737 +54%
SAM
869
Strategy Asset Managers
California
$8.43M -$169K -1,868 -2%
OFA
870
Oak Family Advisors
Illinois
$8.41M -$1.26M -13,901 -13%
BB
871
Busey Bank
Illinois
$8.4M -$150K -1,657 -2%
HPIA
872
Hamilton Point Investment Advisors
North Carolina
$8.38M +$138K +1,523 +2%
LS
873
Livforsakringsbolaget Skandia
Sweden
$8.36M +$5.3M +58,500 +173%
BIM
874
Bridges Investment Management
Nebraska
$8.35M +$828K +9,162 +11%
LIM
875
Lingotto Investment Management
United Kingdom
$8.31M +$8.31M +92,000 New