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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 %
KCM
1951
Kennondale Capital Management
Virginia
$1.66M +$1.66M +18,377 New
CT
1952
Chicago Trust
Illinois
$1.66M -$69.8K -772 -4%
SP
1953
Symmetry Partners
Connecticut
$1.66M +$274K +3,030 +20%
SAA
1954
Southeast Asset Advisors
Georgia
$1.66M +$58.5K +648 +4%
LAM
1955
L2 Asset Management
Massachusetts
$1.65M +$1.65M +18,301 New
FMLI
1956
Fukoku Mutual Life Insurance
Japan
$1.64M +$184K +2,034 +13%
SDAM
1957
Shulman DeMeo Asset Management
New York
$1.64M -$113K -1,246 -6%
PWP
1958
Principle Wealth Partners
Connecticut
$1.64M -$18.3K -203 -1%
MLA
1959
MB, Levis & Associates
Pennsylvania
$1.64M -$10K -111 -0.6%
SCM
1960
Spreng Capital Management
Ohio
$1.64M +$11.9K +132 +0.7%
SF
1961
Slagle Financial
Illinois
$1.63M -$22.3K -247 -1%
WWA
1962
Wisconsin Wealth Advisors
Wisconsin
$1.63M +$1.63M +18,029 New
KW
1963
KWB Wealth
California
$1.62M +$259K +3,206 +19%
SCM
1964
Stevens Capital Management
Pennsylvania
$1.62M +$158K +1,745 +11%
WP
1965
Wealthspan Partners
Iowa
$1.61M
DOA
1966
D'Orazio & Associates
Virginia
$1.61M +$27.8K +308 +2%
HSG
1967
Helen Stephens Group
Texas
$1.61M -$37.9K -420 -2%
RWS
1968
Resolute Wealth Strategies
Mississippi
$1.6M +$27.1K +300 +2%
IIM
1969
Intact Investment Management
Quebec, Canada
$1.6M -$313K -3,460 -16%
MPAM
1970
Murphy Pohlad Asset Management
Minnesota
$1.6M -$36.1K -400 -2%
WIA
1971
Wetzel Investment Advisors
Indiana
$1.6M -$20.8K -230 -1%
WAM
1972
Weiss Asset Management
Massachusetts
$1.59M +$1.59M +17,608 New
CWA
1973
Canvas Wealth Advisors
Kansas
$1.59M +$23.5K +260 +2%
PA
1974
PFW Advisors
Georgia
$1.59M +$1.59M +17,581 New
ALAM
1975
Asahi Life Asset Management
Japan
$1.59M -$101K -1,117 -6%