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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 %
WAAG
1426
Wealth Alliance Advisory Group
Kansas
$3.43M -$123K -1,356 -3%
FCA
1427
FLC Capital Advisors
California
$3.42M -$361 -4 -0%
GWA
1428
Gutierrez Wealth Advisory
Arkansas
$3.42M +$3.42M +37,854 New
NP
1429
Nilsine Partners
Colorado
$3.42M +$994K +11,003 +41%
AA
1430
Altman Advisors
Illinois
$3.42M -$61K -675 -2%
GCM
1431
Gibraltar Capital Management
Oklahoma
$3.41M
SNBOSCI
1432
Security National Bank of Sioux City Iowa
Iowa
$3.4M -$81.6K -903 -2%
FHC
1433
First Heartland Consultants
Missouri
$3.39M -$201K -2,221 -6%
FRA
1434
Front Row Advisors
California
$3.37M -$17.6K -194 -0.5%
BAM
1435
Belpointe Asset Management
Nevada
$3.36M +$324K +4,190 +11%
MFS
1436
Mattson Financial Services
Michigan
$3.35M -$112K -1,388 -3%
HCM
1437
Highview Capital Management
Illinois
$3.34M +$155K +1,720 +5%
FBC
1438
Fairfield, Bush & Co
Connecticut
$3.34M -$86.1K -953 -3%
PWP
1439
Pursue Wealth Partners
California
$3.34M
SLFPAM
1440
St. Louis Financial Planners Asset Management
Missouri
$3.32M +$800K +8,852 +32%
BIA
1441
Beacon Investment Advisors
Maryland
$3.31M +$51.5K +570 +2%
HTHT
1442
Hemenway Trust Hemenway Trust
New Hampshire
$3.29M -$9.04K -100 -0.3%
EB
1443
Exchange Bank
California
$3.29M +$5.69K +63 +0.2%
SOS
1444
Silver Oak Securities
Tennessee
$3.29M +$149K +1,643 +5%
GC
1445
GFG Capital
Florida
$3.29M +$5.42K +60 +0.2%
NAM
1446
NTV Asset Management
West Virginia
$3.29M -$320K -3,541 -9%
SF
1447
Symphony Financial
Texas
$3.29M -$400K -4,293 -11%
UHC
1448
Union Heritage Capital
Michigan
$3.28M
CAM
1449
Cidel Asset Management
Ontario, Canada
$3.28M -$213K -2,356 -6%
CFIA
1450
Cantor Fitzgerald Investment Advisors
New York
$3.28M -$79.3K -878 -2%