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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 %
OL
2276
one8zero8 LLC
North Carolina
$1.08M +$1.08M +11,988 New
FA
2277
Fermata Advisors
California
$1.08M +$266K +2,946 +33%
CH
2278
Cromwell Holdings
Wyoming
$1.08M +$11.6K +128 +1%
CPA
2279
Cardiff Park Advisors
California
$1.08M -$212K -2,350 -16%
DCM
2280
Driehaus Capital Management
Illinois
$1.08M -$197K -2,185 -15%
LF
2281
LifePlan Financial
Minnesota
$1.08M +$531K +5,881 +97%
LJHT
2282
Laurie J. Hall Trustee
$1.08M -$90.3K -1,000 -8%
TNA
2283
True North Advisors
Texas
$1.08M +$111K +1,225 +11%
DDC
2284
DF Dent & Co
Maryland
$1.08M -$4.52K -50 -0.4%
FPL
2285
Fortress Private Ledger
North Carolina
$1.08M +$1.08M +11,909 New
BWP
2286
BSW Wealth Partners
Colorado
$1.07M +$24K +266 +2%
SGC
2287
Slocum, Gordon & Co
Rhode Island
$1.07M -$7.68K -85 -0.7%
EMCIP
2288
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.07M +$1.07M +11,861 New
TIA
2289
Tiemann Investment Advisors
California
$1.07M -$9.58K -106 -0.9%
UBV
2290
United Bank (Virginia)
Virginia
$1.07M
NAM
2291
NorthCrest Asset Manangement
Minnesota
$1.07M +$146K +1,618 +16%
AR
2292
Apeiron RIA
Texas
$1.07M -$142K -1,567 -12%
EM
2293
Excalibur Management
Massachusetts
$1.07M +$1.27K +14 +0.1%
SCI
2294
Stableford Capital II
Arizona
$1.07M -$22K -244 -2%
LSWP
2295
Liberty Square Wealth Partners
Pennsylvania
$1.06M +$1.06M +10,235 New
TA
2296
TrueWealth Advisors
Alabama
$1.06M +$124K +1,371 +13%
RSA
2297
River Street Advisors
Illinois
$1.06M -$36K -398 -3%
WAS
2298
Winch Advisory Services
Wisconsin
$1.06M +$123K +1,356 +13%
OL
2299
OneFund LLC
Florida
$1.06M +$29.5K +327 +3%
WF
2300
Wayfinding Financial
Washington
$1.06M +$33.1K +366 +3%