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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 %
AA
1176
ALPS Advisors
Colorado
$4.96M -$33.9K -375 -0.7%
KA
1177
Keene & Associates
Texas
$4.95M -$318K -3,521 -6%
PWM
1178
Pines Wealth Management
North Carolina
$4.94M +$4.94M +53,171 New
KCM
1179
Kathmere Capital Management
Pennsylvania
$4.94M +$339K +3,752 +7%
CTFG
1180
Capstone Triton Financial Group
Oklahoma
$4.94M -$139K -1,536 -3%
RMC
1181
Resources Management Corp
Connecticut
$4.92M -$42.8K -474 -0.9%
JSL
1182
JT Stratford LLC
Georgia
$4.92M +$125K +1,384 +3%
BFA
1183
Benedict Financial Advisors
Georgia
$4.88M -$193K -2,134 -4%
MWM
1184
Modern Wealth Management
Kansas
$4.88M +$1.3M +14,355 +36%
MIC
1185
Meridian Investment Counsel
California
$4.87M -$418K -4,625 -8%
DFA
1186
Delta Financial Advisors
Louisiana
$4.86M +$1.72K +19 +0%
NG
1187
Northstar Group
New York
$4.86M
PL
1188
Plancorp LLC
Missouri
$4.85M -$12.3K -136 -0.3%
TCA
1189
Trifecta Capital Advisors
Illinois
$4.84M +$87.6K +970 +2%
PP
1190
Pacifica Partners
Canada
$4.8M -$533K -5,917 -10%
CA
1191
CGN Advisors
Kansas
$4.8M -$663K -7,338 -12%
FMTCOCP
1192
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.8M -$398K -4,402 -8%
WP
1193
WealthShield Partners
North Carolina
$4.78M -$501K -5,534 -9%
RI
1194
Redwood Investments
Massachusetts
$4.78M -$2.76M -30,584 -37%
QI
1195
Qtron Investments
Massachusetts
$4.78M -$80.9K -895 -2%
AIP
1196
Ameritas Investment Partners
Nebraska
$4.78M -$667K -7,381 -12%
HI
1197
Hoey Investments
Pennsylvania
$4.77M +$1.95M +21,590 +69%
LJCM
1198
Lee Johnson Capital Management
Texas
$4.77M +$4.77M +52,801 New
TCPG
1199
Trivant Custom Portfolio Group
California
$4.76M -$57.8K -640 -1%
MCM
1200
Mendel Capital Management
Arkansas
$4.73M -$10.7K -118 -0.2%