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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 %
TCWM
2151
Total Clarity Wealth Management
Illinois
$1.25M +$179K +1,977 +17%
SFA
2152
Semmax Financial Advisors
North Carolina
$1.25M +$171K +1,631 +16%
RCM
2153
Raleigh Capital Management
North Carolina
$1.25M +$66.9K +741 +6%
UFF
2154
USA Financial Formulas
Michigan
$1.25M -$82.5K -913 -6%
GWAG
2155
Garrett Wealth Advisory Group
Texas
$1.25M +$248K +2,740 +25%
VCP
2156
Verus Capital Partners
Arizona
$1.25M +$142K +1,574 +13%
SIA
2157
Soltis Investment Advisors
Utah
$1.25M +$187K +2,066 +18%
CD
2158
Chapin Davis
Maryland
$1.24M
RGI
2159
River Global Investors
United Kingdom
$1.24M -$901K -9,963 -42%
I
2160
InvesTrust
Oklahoma
$1.24M +$1.24M +13,694 New
CPL
2161
Capital & Planning LLC
Georgia
$1.24M +$1.24M +13,723 New
BA
2162
Bellwether Advisors
Nebraska
$1.24M -$198K -2,196 -14%
PCA
2163
Pallas Capital Advisors
Massachusetts
$1.24M +$208K +2,302 +20%
FIBT
2164
First International Bank & Trust
North Dakota
$1.24M +$195K +2,159 +19%
CAM
2165
CenterStar Asset Management
Illinois
$1.23M +$1.23M +13,663 New
TSWM
2166
Triangle Securities Wealth Management
North Carolina
$1.23M -$20.3K -225 -2%
SWK
2167
Stephen W. Kidder
$1.23M -$54.2K -600 -4%
CM
2168
Cercano Management
Washington
$1.23M
PIMG
2169
Patriot Investment Management Group
Tennessee
$1.23M +$27.6K +305 +2%
TIA
2170
Traphagen Investment Advisors
New Jersey
$1.23M -$26.7K -296 -2%
WA
2171
WESPAC Advisors
California
$1.23M +$23.7K +262 +2%
OFG
2172
Oxford Financial Group
Indiana
$1.23M -$24.9K -276 -2%
GAA
2173
Global Assets Advisory
Florida
$1.23M +$27.6K +307 +2%
DS
2174
DRW Securities
Illinois
$1.23M +$253K +2,804 +26%
WHC
2175
Wulff, Hansen & Co
California
$1.22M +$28K +310 +2%