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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 %
DWM
1876
Darwin Wealth Management
Florida
$1.81M -$1.26M -13,914 -41%
HP
1877
Holistic Planning
Texas
$1.81M +$15.8K +175 +0.9%
EA
1878
Everpar Advisors
Oklahoma
$1.81M -$32.8K -363 -2%
GLR
1879
Great Lakes Retirement
Ohio
$1.81M +$86.2K +952 +5%
MA
1880
MCF Advisors
Kentucky
$1.81M +$61.6K +680 +4%
DI
1881
Disciplined Investments
Oklahoma
$1.8M -$314K -3,478 -15%
BFW
1882
Brady Family Wealth
Missouri
$1.8M -$43.5K -482 -2%
PAS
1883
Point72 Asia (Singapore)
Singapore
$1.79M +$1.79M +19,860 New
CCG
1884
Catalina Capital Group
California
$1.79M +$67.9K +752 +4%
NRS
1885
Neville Rodie & Shaw
New York
$1.79M -$59.2K -655 -3%
LA
1886
Lifeworks Advisors
Michigan
$1.79M -$186K -2,059 -9%
EAM
1887
Empirical Asset Management
Massachusetts
$1.79M +$420K +6,151 +31%
BAG
1888
Bridgewealth Advisory Group
California
$1.79M +$813K +7,743 +84%
AB
1889
Atlas Brown
Kentucky
$1.79M +$21.2K +235 +1%
WQ
1890
Wealth Quarterback
New Jersey
$1.78M +$23.3K +258 +1%
EGA
1891
Eagle Global Advisors
Texas
$1.78M
BCA
1892
Bay Colony Advisors
Massachusetts
$1.78M +$78.4K +868 +5%
RP
1893
Rice Partnership
Hawaii
$1.78M -$31.2K -345 -2%
AWM
1894
Aberdeen Wealth Management
Illinois
$1.78M -$154K -1,700 -8%
SFS
1895
Security Financial Services
Indiana
$1.77M +$74.3K +822 +4%
DMBA
1896
Deseret Mutual Benefit Administrators
Utah
$1.77M -$107K -1,187 -6%
LW
1897
Linscomb Wealth
Texas
$1.76M +$149K +1,652 +9%
GFPC
1898
Global Financial Private Client
Florida
$1.76M +$1.03M +11,375 +140%
FM
1899
Freemont Management
Switzerland
$1.76M
KFP
1900
KMG Fiduciary Partners
Ohio
$1.76M +$22K +243 +1%