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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 %
BHPW
1476
Beverly Hills Private Wealth
California
$3.11M -$72.4K -801 -2%
XSC
1477
X-Square Capital
Puerto Rico
$3.1M -$14.4K -159 -0.5%
YIH
1478
Y-Intercept (HK)
Hong Kong
$3.1M +$3.1M +34,265 New
NRD
1479
Nebula Research & Development
New York
$3.09M -$1.1M -12,162 -26%
SMA
1480
Sage Mountain Advisors
Georgia
$3.09M +$245K +2,716 +9%
LB
1481
Legacy Bridge
Iowa
$3.09M +$2.71K +30 +0.1%
LA
1482
LM Advisors
California
$3.08M -$955K -10,545 -24%
EDRH
1483
Edmond de Rothschild Holding
Switzerland
$3.08M -$1.73M -19,149 -36%
BIG
1484
Brooklyn Investment Group
New York
$3.07M +$174K +1,930 +6%
PI
1485
Pettee Investors
Connecticut
$3.07M
WCM
1486
Windsor Capital Management
Arizona
$3.07M -$99.8K -1,105 -3%
PAG
1487
Powers Advisory Group
Illinois
$3.06M -$39.8K -441 -1%
SAI
1488
Savvy Advisors Inc
New York
$3.06M +$580K +6,414 +23%
RCM
1489
RB Capital Management
Nevada
$3.06M -$20.4K -226 -0.7%
LFG
1490
Larson Financial Group
Missouri
$3.05M -$429K -4,749 -12%
IIA
1491
IPG Investment Advisors
California
$3.04M +$747K +8,258 +33%
MWM
1492
MGB Wealth Management
Texas
$3.04M +$115K +1,274 +4%
TCOO
1493
Trust Company of Oklahoma
Oklahoma
$3.04M +$14.7K +163 +0.5%
CAM
1494
Creekmur Asset Management
Illinois
$3.04M -$55.7K -616 -2%
RP
1495
Riverbridge Partners
Minnesota
$3.03M -$280K -3,103 -8%
PCG
1496
PFC Capital Group
California
$3.02M +$36.1K +400 +1%
SXL
1497
Summit X LLC
Missouri
$3.02M +$35.9K +397 +1%
TA
1498
TruWealth Advisors
Louisiana
$3.02M +$83.4K +923 +3%
QPWM
1499
Quadrant Private Wealth Management
Pennsylvania
$3.02M +$33.1K +365 +1%
IP
1500
Integras Partners
Georgia
$3.01M +$3.01M +33,340 New