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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 %
IA
1851
IFC Advisors
California
$1.88M +$1.88M +20,859 New
FFA
1852
First Foundation Advisors
California
$1.88M -$57.3K -634 -3%
CB
1853
CNB Bank
Pennsylvania
$1.88M +$90K +996 +5%
AF
1854
AGP Franklin
Tennessee
$1.87M +$1.87M +20,721 New
TWA
1855
TCI Wealth Advisors
Arizona
$1.87M +$5.51K +61 +0.3%
HWMG
1856
Hurlow Wealth Management Group
Indiana
$1.86M -$4.97K -55 -0.3%
SIG
1857
Sky Investment Group
Connecticut
$1.86M
UAS
1858
United Asset Strategies
New York
$1.85M -$21.4K -237 -1%
DFA
1859
Davies Financial Advisors
California
$1.85M -$145K -1,600 -7%
1C
1860
111 Capital
France
$1.84M +$1.84M +20,415 New
MQWP
1861
Morey & Quinn Wealth Partners
Nebraska
$1.84M +$1.84M +20,402 New
BFO
1862
Boston Family Office
Massachusetts
$1.84M -$45.5K -503 -2%
IWA
1863
Icon Wealth Advisors
Texas
$1.83M +$203K +2,248 +12%
LCGC
1864
Legacy Capital Group California
California
$1.83M +$8.58K +95 +0.5%
WLIM
1865
White Lighthouse Investment Management
Massachusetts
$1.83M +$6.42K +71 +0.4%
AWC
1866
Adamsbrown Wealth Consultants
Kansas
$1.83M +$12.2K +135 +0.7%
TF
1867
TLWM Financial
Texas
$1.83M -$423K -4,679 -19%
FBT
1868
First Bankers Trust
Kentucky
$1.82M -$7.05K -78 -0.4%
LSV Asset Management
1869
LSV Asset Management
Illinois
$1.82M +$5.42K +60 +0.3%
BA
1870
Bridgewater Advisors
New York
$1.82M +$7.81K +86 +0.4%
FG
1871
Foster Group
Iowa
$1.82M +$454K +5,023 +33%
BCM
1872
Boltwood Capital Management
California
$1.82M -$3.61K -40 -0.2%
LJAC
1873
L.J. Altfest & Co
New York
$1.81M -$76K -841 -4%
MFG
1874
Magnus Financial Group
New York
$1.81M +$65.9K +729 +4%
GPI
1875
General Partner Inc
Pennsylvania
$1.81M