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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 %
KWM
2376
Koa Wealth Management
California
$948K -$121K -1,341 -11%
MHR
2377
Matthew Hamilton Rosenberg
$948K +$5.69K +63 +0.6%
PWA
2378
Primoris Wealth Advisors
Florida
$944K -$24.8K -275 -3%
CMTU
2379
Capital Markets Trading (UK)
United Kingdom
$944K +$241K +2,673 +34%
NP
2380
Ninepoint Partners
Ontario, Canada
$943K -$116K -1,288 -11%
KF
2381
KKM Financial
Illinois
$941K
FWP
2382
Firethorn Wealth Partners
Georgia
$941K +$27.2K +301 +3%
HWMC
2383
Heritage Wealth Management (California)
California
$940K +$6.05K +67 +0.6%
VAS
2384
Vestmark Advisory Solutions
Massachusetts
$939K +$648K +7,173 +222%
LFS
2385
Legacy Financial Strategies
Kansas
$937K +$473K +5,253 +102%
PK
2386
Pflug Koory
Nebraska
$936K +$698K +7,730 +293%
AIM
2387
Alhambra Investment Management
Florida
$936K
LFGO
2388
Legacy Financial Group (Oklahoma)
Oklahoma
$934K -$27.6K -306 -3%
SWM
2389
Selective Wealth Management
Virginia
$933K +$64.7K +713 +7%
GRQ
2390
Gardner Russo & Quinn
Pennsylvania
$931K -$5.42K -60 -0.6%
CSPIA
2391
Cary Street Partners Investment Advisory
Virginia
$931K -$3.61M -39,980 -80%
QFA
2392
Quantum Financial Advisors
California
$930K
SHFA
2393
SC&H Financial Advisors
Maryland
$924K +$9.31K +103 +1%
PPP
2394
Private Portfolio Partners
New Jersey
$924K +$1.36K +15 +0.1%
MC
2395
Middleton & Co
Massachusetts
$923K +$12.6K +140 +1%
PGIM
2396
Pacific Global Investment Management
California
$922K -$14.4M -159,813 -94%
SIS
2397
Strategic Investment Solutions
Illinois
$922K -$248K -2,496 -21%
FOA
2398
Five Oceans Advisors
California
$922K +$7.41K +82 +0.8%
CCM
2399
Coerente Capital Management
Ontario, Canada
$922K -$81.3K -900 -8%
BWA
2400
Burt Wealth Advisors
Maryland
$921K +$134K +1,483 +17%