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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 %
CI
1326
Cigna Investments
Connecticut
$4.02M -$33.5K -371 -0.8%
PCMH
1327
Polymer Capital Management (HK)
Hong Kong
$4.01M +$3.13M +34,614 +355%
ECM
1328
Evergreen Capital Management
Washington
$3.99M -$92.1K -1,017 -2%
SAI
1329
Systematic Alpha Investments
New Jersey
$3.98M
PMWMG
1330
Parr McKnight Wealth Management Group
Minnesota
$3.98M +$3.98M +44,043 New
MSF
1331
Mustard Seed Financial
Arkansas
$3.97M -$37.5K -415 -0.9%
MWS
1332
Maxwell Wealth Strategies
California
$3.97M +$4.7K +52 +0.1%
OC
1333
Oarsman Capital
Wisconsin
$3.96M -$106K -1,168 -3%
WMA
1334
West Michigan Advisors
Michigan
$3.96M -$280K -3,097 -7%
CCG
1335
Chatham Capital Group
Georgia
$3.95M -$7.23K -80 -0.2%
CUAMC
1336
China Universal Asset Management Company
China
$3.94M +$542K +5,993 +16%
PWA
1337
Providence Wealth Advisors
Illinois
$3.93M -$60.9K -664 -2%
VIA
1338
Vickerman Investment Advisors
Washington
$3.92M -$128K -1,422 -3%
FMTC
1339
Farmers & Merchants Trust Company
California
$3.92M -$24K -266 -0.6%
AIM
1340
Arcadia Investment Management
Michigan
$3.91M +$338K +3,737 +9%
CWP
1341
Concord Wealth Partners
Virginia
$3.9M +$1.91M +21,194 +96%
RFA
1342
ROI Financial Advisors
Oregon
$3.9M +$374K +4,138 +11%
BC
1343
Bowman & Company
Wisconsin
$3.88M -$42.7K -473 -1%
PAM
1344
Paradigm Asset Management
New York
$3.88M +$1.83M +20,300 +90%
CTC
1345
Cetera Trust Company
Minnesota
$3.87M -$22.6K -250 -0.6%
KA
1346
Kovack Advisors
Florida
$3.87M +$673K +7,445 +21%
IAS
1347
IMA Advisory Services
Colorado
$3.87M -$5.43K -60 -0.1%
BFG
1348
Beacon Financial Group
Texas
$3.86M -$54.8K -606 -1%
GWMR
1349
GC Wealth Management RIA
Massachusetts
$3.86M +$252K +2,786 +7%
CT
1350
Coastline Trust
Rhode Island
$3.85M +$660K +7,310 +21%