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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 %
PMSA
2351
Patrick M. Sweeney & Associates
Illinois
$989K
SEEDPG
2352
S.E.E.D. Planning Group
New York
$988K -$76.2K -843 -7%
MTWM
2353
Masso Torrence Wealth Management
New Jersey
$987K +$46.5K +515 +5%
WTB
2354
Washington Trust Bank
Washington
$987K -$10.9K -121 -1%
CWMGO
2355
Capstone Wealth Management Group (Oregon)
Oregon
$987K +$987K +10,922 New
PWA
2356
Provenance Wealth Advisors
Florida
$985K -$1.82M -20,173 -65%
ICP
2357
Impact Capital Partners
Colorado
$985K +$985K +10,897 New
HFS
2358
Howard Financial Services
Texas
$984K +$207K +2,288 +27%
MCM
2359
Mainstream Capital Management
California
$982K +$10.2K +113 +1%
LA
2360
LexAurum Advisors
Kansas
$978K +$73.2K +810 +8%
MCC
2361
Maiden Cove Capital
Maine
$978K -$56.2K -622 -5%
IF
2362
Intrua Financial
Texas
$977K -$558K -6,174 -36%
EGA
2363
E&G Advisors
Texas
$975K -$18.1K -200 -2%
FCB
2364
First County Bank
Connecticut
$973K -$203K -2,244 -17%
WMN
2365
Wealth Management Nebraska
Nebraska
$969K +$969K +10,725 New
SIA
2366
Strategic Investment Advisors
Michigan
$968K -$19.1K -211 -2%
KA
2367
KLCM Advisors
Wisconsin
$966K +$176K +1,949 +22%
RK
2368
Rather & Kittrell
Tennessee
$966K +$3.34K +37 +0.3%
NSAM
2369
North Star Asset Management
Wisconsin
$962K +$35.2K +390 +4%
MC
2370
Matisse Capital
Oregon
$959K
FA
2371
Faithward Advisors
Pennsylvania
$956K -$260K -2,883 -21%
SIG
2372
Spinnaker Investment Group
California
$956K -$44.4K -491 -4%
CA
2373
Carson Advisory
Georgia
$951K -$361 -4 -0%
RPCONE
2374
Retirement Planning Company of New England
Rhode Island
$951K -$1.99K -22 -0.2%
CI
2375
Cherokee Insurance
Michigan
$949K +$949K +10,500 New