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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 %
MSA
1076
MUFG Securities Americas
New York
$5.79M +$5.79M +64,075 New
SMC
1077
Smith, Moore & Co
Missouri
$5.79M +$136K +1,502 +2%
MJRIC
1078
Mogy Joel R Investment Counsel
California
$5.78M -$140K -1,555 -2%
LOIM
1079
Liberty One Investment Management
Illinois
$5.78M +$81.5K +902 +1%
HCM
1080
Hall Capital Management
Rhode Island
$5.78M +$5.78M +63,920 New
TPW
1081
Talon Private Wealth
Florida
$5.76M +$24.8K +275 +0.4%
CWM
1082
Compass Wealth Management
Connecticut
$5.75M -$83.1K -920 -1%
EAMA
1083
EFG Asset Management (Americas)
Florida
$5.75M -$3.54M -39,215 -38%
AP
1084
Appleton Partners
Massachusetts
$5.74M -$46.3K -512 -0.8%
BFC
1085
Blue Fin Capital
Rhode Island
$5.73M -$36.6K -405 -0.6%
VA
1086
Valmark Advisers
Ohio
$5.72M +$591K +6,538 +12%
Capstone Investment Advisors
1087
Capstone Investment Advisors
New York
$5.72M +$3.29M +36,382 +135%
CAM
1088
Claret Asset Management
Quebec, Canada
$5.72M -$134K -1,483 -2%
AFG
1089
Atomi Financial Group
New York
$5.71M +$1.06M +11,757 +23%
SFI
1090
SPC Financial Inc
Maryland
$5.7M +$147K +1,626 +3%
HNW
1091
High Note Wealth
Minnesota
$5.7M +$77.9K +862 +1%
PAM
1092
Peninsula Asset Management
Florida
$5.68M -$113K -1,250 -2%
HCM
1093
Hudson Capital Management
New Jersey
$5.67M -$827K -9,154 -13%
NP
1094
NorthRock Partners
Minnesota
$5.67M -$471K -5,203 -8%
CA
1095
Continuum Advisory
Idaho
$5.65M +$2.29M +25,378 +68%
CWP
1096
Capital Wealth Planning
Florida
$5.65M -$398M -4,401,382 -99%
AGA
1097
Accuvest Global Advisors
Utah
$5.63M +$951K +10,466 +20%
CAM
1098
Councilmark Asset Management
Tennessee
$5.62M
BCCM
1099
Bridge Creek Capital Management
Massachusetts
$5.61M -$45.6K -505 -0.8%
FPW
1100
Fairvoy Private Wealth
Alabama
$5.6M +$5.6M +62,019 New