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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 %
XWM
1126
Xcel Wealth Management
Florida
$5.42M -$302K -3,347 -5%
WWM
1127
Western Wealth Management
Colorado
$5.42M -$1.52M -16,783 -22%
FFP
1128
FourThought Financial Partners
Florida
$5.42M +$5.42M +59,963 New
RA
1129
Rational Advisors
New York
$5.41M +$176K +1,943 +3%
FGP
1130
Foyston, Gordon, & Payne
Ontario, Canada
$5.41M
FAP
1131
Financial Advisory Partners
Florida
$5.4M -$166K -1,840 -3%
GLA
1132
Good Life Advisors
Pennsylvania
$5.4M -$124K -1,376 -2%
TPI
1133
Trust Point Inc
Wisconsin
$5.38M +$403K +4,456 +8%
GIC
1134
Generali Investments CEE
Czech Republic
$5.36M +$5.36M +59,300 New
CTC (Chicago Trading Company)
1135
CTC (Chicago Trading Company)
Illinois
$5.34M -$1.86M -20,621 -26%
KIC
1136
Kensington Investment Counsel
California
$5.32M +$175K +1,932 +3%
LGF
1137
LGT Group Foundation
Liechtenstein
$5.32M +$117K +1,296 +2%
SAMC
1138
Spectrum Asset Management (California)
California
$5.31M -$1.79M -19,814 -25%
MSS
1139
Mitchell Sinkler & Starr
Pennsylvania
$5.31M -$297K -3,285 -5%
GIM
1140
Guardian Investment Management
California
$5.31M -$361K -3,995 -6%
GP
1141
Greenline Partners
New York
$5.31M -$334K -3,693 -6%
CFCI
1142
Comprehensive Financial Consultants Institutional
Indiana
$5.26M -$252K -2,785 -5%
JWM
1143
JPL Wealth Management
Colorado
$5.26M +$5.26M +58,200 New
UH
1144
Unigestion Holding
Switzerland
$5.26M -$14.1M -156,480 -73%
KC
1145
Kinloch Capital
Virginia
$5.25M +$63.4K +702 +1%
MCM
1146
MV Capital Management
Maryland
$5.24M -$15.9K -176 -0.3%
BCM
1147
Buckhead Capital Management
Georgia
$5.23M -$23.9K -265 -0.5%
FB
1148
Fulton Bank
Pennsylvania
$5.23M -$1.37M -15,132 -21%
KCM
1149
Kanawha Capital Management
Virginia
$5.21M +$849K +9,394 +19%
CBB
1150
Citizens Business Bank
California
$5.2M -$2.42M -18,635 -32%