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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 %
LWMM
926
Legacy Wealth Management (Mississippi)
Mississippi
$7.42M -$302K -3,341 -4%
CM
927
Columbus Macro
Pennsylvania
$7.41M +$5.92M +65,516 +397%
WANY
928
Wealthspire Advisors (New York)
New York
$7.4M +$986K +10,913 +15%
SIG
929
Sargent Investment Group
Maryland
$7.39M +$351K +3,836 +5%
HTC
930
Haverford Trust Company
Pennsylvania
$7.39M +$116K +1,285 +2%
MGP
931
M&G plc
United Kingdom
$7.39M +$4.06M +45,159 +122%
RIA
932
Regal Investment Advisors
Michigan
$7.37M -$358K -3,957 -5%
AIM
933
Anchor Investment Management
South Carolina
$7.37M -$600K -6,644 -8%
CWM
934
Cordatus Wealth Management
Pennsylvania
$7.35M +$87.8K +972 +1%
DIM
935
DLK Investment Management
California
$7.33M -$138K -1,528 -2%
KCPG
936
Kavar Capital Partners Group
Kansas
$7.32M -$26.7K -295 -0.4%
WCM
937
Woodson Capital Management
Connecticut
$7.32M -$36.1K -400 -0.5%
JC
938
Jacobs & Co
California
$7.3M -$267K -2,955 -4%
BP
939
Ballentine Partners
Massachusetts
$7.3M +$191K +2,114 +3%
AG
940
Algert Global
California
$7.29M +$6.87M +76,058 +1,647%
MCM
941
Mitchell Capital Management
Kansas
$7.27M -$175K -1,942 -2%
RCM
942
Rokos Capital Management
United Kingdom
$7.26M +$7.26M +80,335 New
AAM
943
AR Asset Management
California
$7.26M
TAIM
944
Te Ahumairangi Investment Management
New Zealand
$7.25M -$3.04M -33,700 -30%
ECM
945
Estabrook Capital Management
New York
$7.24M -$87.7K -971 -1%
WPW
946
Waldron Private Wealth
Pennsylvania
$7.22M -$13.9K -154 -0.2%
Boston Partners
947
Boston Partners
Massachusetts
$7.21M -$600M -6,642,542 -99%
QIM
948
Quest Investment Management
Oregon
$7.2M
WCM
949
Windward Capital Management
California
$7.2M -$134K -1,479 -2%
SIAG
950
Signet Investment Advisory Group
Rhode Island
$7.19M -$95.2K -1,054 -1%