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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 %
TA
2126
TCM Advisors
West Virginia
$1.29M -$1.32M
POIA
2127
Pin Oak Investment Advisors
Texas
$1.29M
AAM
2128
Augustine Asset Management
Florida
$1.29M -$51.4K -569 -4%
OL
2129
Optas LLC
Texas
$1.28M -$4.7K -52 -0.4%
AWM
2130
Aprio Wealth Management
Georgia
$1.28M +$81.3K +900 +7%
KIA
2131
Knollwood Investment Advisory
Maryland
$1.28M
RRCM
2132
Rappaport Reiches Capital Management
Illinois
$1.28M +$938K +10,381 +277%
LF
2133
Lee Financial
Texas
$1.28M +$905 +10 +0.1%
CWS
2134
Cypress Wealth Services
California
$1.28M +$84.1K +931 +7%
CA
2135
Crumly & Associates
Illinois
$1.28M -$31.4K -347 -2%
WW
2136
Waterfront Wealth
Kansas
$1.27M +$6.78K +75 +0.5%
RMP
2137
Richards, Merrill & Peterson
Washington
$1.27M +$1.27M +14,093 New
AIC
2138
Argus Investors Counsel
New York
$1.27M -$199K -2,200 -14%
CWP
2139
Core Wealth Partners
California
$1.27M +$193K +2,136 +18%
TC
2140
Trust Company
Kansas
$1.27M +$97.5K +1,079 +8%
PWS
2141
Precision Wealth Strategies
Missouri
$1.27M +$1.27M +14,032 New
CG
2142
Clarus Group
Texas
$1.27M -$379K -4,190 -23%
ONST
2143
Old North State Trust
North Carolina
$1.26M -$14K -155 -1%
AWM
2144
Angeles Wealth Management
California
$1.26M +$157K +1,734 +14%
VC
2145
Veracity Capital
Georgia
$1.26M -$26.6K -294 -2%
NCFG
2146
New Century Financial Group
New Jersey
$1.26M -$31.4K -346 -2%
MLL
2147
Moody Lynn & Lieberson
Massachusetts
$1.26M +$10.9K +121 +0.9%
VEA
2148
Virtus ETF Advisers
New York
$1.26M +$1.26M +13,902 New
SIP
2149
Stoneridge Investment Partners
Pennsylvania
$1.26M +$728K +8,061 +138%
ACP
2150
Aveo Capital Partners
Colorado
$1.25M +$273K +3,026 +28%