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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 %
WWM
2201
Waterway Wealth Management
Texas
$1.17M +$194K +2,152 +20%
GWS
2202
Greykasell Wealth Strategies
California
$1.17M +$1.17M +12,953 New
CASB
2203
Cape Ann Savings Bank
Massachusetts
$1.17M +$275K +3,043 +31%
ATS
2204
Ashton Thomas Securities
New York
$1.17M +$109K +1,208 +10%
OFG
2205
OmniStar Financial Group
North Carolina
$1.17M +$81.2K +898 +7%
PC
2206
Pecaut & Co
Iowa
$1.17M -$64K -708 -5%
RWA
2207
Redhawk Wealth Advisors
Minnesota
$1.17M +$34.5K +382 +3%
5W
2208
5T Wealth
California
$1.17M +$1.17M +12,898 New
CWM
2209
CCG Wealth Management
California
$1.16M -$17.3K -191 -1%
SMA
2210
Seven Mile Advisory
New Jersey
$1.16M +$103K +1,140 +10%
AC
2211
ASB Consultores
Florida
$1.16M -$113K -1,255 -9%
TCWA
2212
Turtle Creek Wealth Advisors
Texas
$1.16M +$207K +2,287 +22%
SAM
2213
S.A. Mason
Michigan
$1.16M +$44.8K +496 +4%
ORC
2214
O'Rourke & Company
Massachusetts
$1.16M -$22K -243 -2%
SOW
2215
State of Wyoming
Wyoming
$1.16M +$1.03M +11,364 +792%
RMDI
2216
R.M. Davis Inc
Maine
$1.15M +$20.5K +227 +2%
RMCM
2217
Reynders McVeigh Capital Management
Massachusetts
$1.15M -$113K -1,250 -9%
SIA
2218
Schear Investment Advisers
Ohio
$1.15M +$78.4K +868 +7%
AFA
2219
AA Financial Advisors
Ohio
$1.15M +$81.4K +901 +8%
WDC
2220
Woodward Diversified Capital
California
$1.15M -$565K -6,255 -33%
HI
2221
Hendershot Investments
Virginia
$1.15M -$160K -1,770 -12%
TA
2222
Tectonic Advisors
Texas
$1.15M +$11.3K +125 +1%
HI
2223
Hudock Inc
Pennsylvania
$1.15M -$32.1K -355 -3%
IIM
2224
InTrack Investment Management
Vermont
$1.14M +$527K +5,804 +85%
SW
2225
Simplicity Wealth
New Jersey
$1.14M -$3.56M -39,357 -76%