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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 %
CastleKeep Investment Advisors
2101
CastleKeep Investment Advisors
Connecticut
$1.33M -$240K -2,654 -15%
ZF
2102
Zhang Financial
Michigan
$1.33M +$426K +4,713 +47%
LCG
2103
Lakeshore Capital Group
Illinois
$1.32M +$1.32M +14,644 New
CNB
2104
Camden National Bank
Maine
$1.32M -$335K -3,712 -20%
WMA
2105
Wealth Management Associates
New Jersey
$1.32M -$92K -1,018 -7%
AWA
2106
Alta Wealth Advisors
Massachusetts
$1.32M -$3.8K -42 -0.3%
WA1
2107
Wimmer Associates 1
California
$1.31M -$10.4K -115 -0.8%
AA
2108
Alta Advisers
United Kingdom
$1.31M +$245K +2,713 +23%
LBC
2109
Leigh Baldwin & Co
New York
$1.31M +$1.31M +14,483 New
WI
2110
WrapManager Inc
California
$1.31M +$18.9K +209 +1%
JF
2111
JSF Financial
California
$1.31M +$9.22K +102 +0.7%
CWM
2112
Connecticut Wealth Management
Connecticut
$1.3M +$20.3K +225 +2%
BOPW
2113
Brandywine Oak Private Wealth
Pennsylvania
$1.3M +$1.45K +16 +0.1%
CRC
2114
Curi RMB Capital
Illinois
$1.3M -$910K -10,071 -41%
CFMC
2115
Curbstone Financial Management Corp
New Hampshire
$1.3M -$19.9K -220 -2%
JWM
2116
Jackson Wealth Management
Florida
$1.3M +$495K +5,473 +61%
PMA
2117
Prudent Man Advisors
Illinois
$1.3M -$95.7K -1,059 -7%
VIG
2118
Vienna Insurance Group
Poland
$1.3M -$395K -4,375 -23%
FHWM
2119
Fox Hill Wealth Management
Massachusetts
$1.3M -$28.3K -313 -2%
MA
2120
MONECO Advisors
Connecticut
$1.3M +$110K +1,221 +9%
TAM
2121
Titleist Asset Management
Texas
$1.3M +$148K +1,637 +13%
JFL
2122
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.3M +$76.8K +850 +6%
SSW
2123
Smith Shellnut Wilson
Mississippi
$1.29M +$47.1K +521 +4%
MWM
2124
Merriman Wealth Management
Washington
$1.29M -$292K -3,228 -18%
SC
2125
Solstein Capital
California
$1.29M