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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 %
PIA
2051
Perennial Investment Advisors
California
$1.41M +$7.95K +88 +0.6%
RF
2052
Rossby Financial
Florida
$1.4M +$1.4M +15,545 New
MSFS
2053
Main Street Financial Solutions
Pennsylvania
$1.4M -$1.09M -12,103 -44%
Fuller & Thaler Asset Management
2054
Fuller & Thaler Asset Management
California
$1.4M
CI
2055
Centerstone Investors
New York
$1.4M -$33.3K -369 -2%
PG
2056
Proffitt & Goodson
Tennessee
$1.4M -$70K -775 -5%
WMP
2057
Wealth Management Partners
Arizona
$1.4M +$76.4K +846 +6%
CBT
2058
Crews Bank & Trust
Florida
$1.4M +$1.4M +15,495 New
CA
2059
Cornerstone Advisory
Maryland
$1.4M +$257K +2,469 +22%
MSA
2060
Marino Stram & Associates
Massachusetts
$1.4M +$6.51K +72 +0.5%
TIM
2061
Tevis Investment Management
Texas
$1.39M -$6.25K -69 -0.4%
PP
2062
Patron Partners
Texas
$1.39M +$91.1K +1,008 +7%
FEM
2063
Fulcrum Equity Management
Texas
$1.38M
CFS
2064
CRA Financial Services
New Jersey
$1.38M +$20.5K +227 +2%
4A
2065
4Wealth Advisors
Illinois
$1.38M +$1.38M +15,306 New
LC
2066
LCNB Corp
Ohio
$1.38M
Financial Engines Advisors
2067
Financial Engines Advisors
California
$1.38M +$981K +10,861 +247%
SMWM
2068
Silvia McColl Wealth Management
California
$1.38M -$7.68K -85 -0.6%
WIC
2069
Wilkins Investment Counsel
Massachusetts
$1.37M -$60.5K -670 -4%
TA
2070
TFB Advisors
Kansas
$1.37M +$8.22K +91 +0.6%
BPW
2071
Bingham Private Wealth
California
$1.37M +$1.37M +15,175 New
AA
2072
ABC Arbitrage
France
$1.37M +$1.37M +15,161 New
CFGSD
2073
Compass Financial Group (South Dakota)
South Dakota
$1.37M -$2.26K -25 -0.2%
SFG
2074
Sunburst Financial Group
Alabama
$1.37M -$315K -3,489 -19%
SCM
2075
SOL Capital Management
Maryland
$1.37M -$1.2M -13,300 -47%