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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 %
SWM
1151
Sugarloaf Wealth Management
Georgia
$5.18M -$1.18M -13,008 -18%
PFBT
1152
Parkside Financial Bank & Trust
Missouri
$5.16M +$71.4K +790 +1%
GWANC
1153
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.15M +$402K +4,454 +8%
FRA
1154
Frank Rimerman Advisors
California
$5.15M +$18.2K +201 +0.4%
AIIMS
1155
Analyst IMS Investment Management Services
Israel
$5.15M +$828K +9,166 +19%
HBWM
1156
Hollow Brook Wealth Management
New York
$5.14M -$189K -2,097 -4%
FA
1157
Fiduciary Alliance
South Carolina
$5.12M +$3.51M +38,872 +218%
BFA
1158
Brendel Financial Advisors
New Hampshire
$5.12M -$220K -2,438 -4%
RMSCM
1159
R.M. Sincerbeaux Capital Management
New York
$5.06M -$1.91M -21,100 -27%
BHC
1160
Bowen Hanes & Co
Florida
$5.06M
WP
1161
Westmount Partners
California
$5.04M +$80.1K +886 +2%
HI
1162
Harbour Investments
Wisconsin
$5.04M +$282K +3,118 +6%
AWM
1163
Aries Wealth Management
Maine
$5.04M -$66.6K -737 -1%
CCA
1164
Checchi Capital Advisers
California
$5.04M +$60.3K +667 +1%
HFM
1165
Harvest Fund Management
China
$5.04M +$3.18M +35,204 +172%
MSAM
1166
Moloney Securities Asset Management
Missouri
$5.02M +$184K +2,032 +4%
KWA
1167
Kingswood Wealth Advisors
California
$5.02M -$2.42M -26,768 -33%
VF
1168
Virtu Financial
New York
$5.02M +$4.41M +48,839 +729%
CCT
1169
Chemung Canal Trust
New York
$5M -$609K -6,743 -11%
QWM
1170
Quadcap Wealth Management
Texas
$5M +$2.57M +28,493 +106%
AWM
1171
Ameliora Wealth Management
Switzerland
$5M +$50.6K +560 +1%
BBWA
1172
Bell & Brown Wealth Advisors
California
$4.99M +$13.6K +151 +0.3%
TNB
1173
Thomasville National Bank
Georgia
$4.98M +$38.9K +431 +0.8%
CA
1174
CoreCap Advisors
Michigan
$4.97M +$447K +4,952 +10%
RCA
1175
Riverview Capital Advisers
Massachusetts
$4.97M -$9.04K -100 -0.2%