WMT icon

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 %
MAG
2401
Mayfair Advisory Group
Alabama
$921K -$4.07K -45 -0.4%
NPF
2402
Norris Perne & French
Michigan
$919K -$15.8K -175 -2%
CCA
2403
Childress Capital Advisors
Texas
$916K +$52.9K +586 +6%
SBF
2404
Sara-Bay Financial
Florida
$915K -$28.1K -310 -3%
CWM
2405
Castle Wealth Management
Florida
$914K -$25.1K -277 -3%
CFFP
2406
Center for Financial Planning
Michigan
$914K -$1.81K -20 -0.2%
W
2407
Wealthquest
Ohio
$913K +$20.1K +222 +2%
CC
2408
Capital Counsel
New York
$911K -$15.8K -175 -2%
AIA
2409
Angeles Investment Advisors
California
$909K -$14K -155 -2%
PIM
2410
Pullen Investment Management
Florida
$908K -$108K -1,200 -11%
AIA
2411
AssuredPartners Investment Advisors
Florida
$906K +$906K +10,027 New
SFFS
2412
Stonehage Fleming Financial Services
Jersey
$904K +$95.2K +1,054 +12%
ACM
2413
Alta Capital Management
Utah
$904K
MIG
2414
Mariner Investment Group
New York
$904K +$904K +10,000 New
EFG
2415
Embree Financial Group
Illinois
$902K +$76.3K +845 +9%
PWA
2416
Peterson Wealth Advisors
Utah
$900K +$4.81K +53 +0.5%
LFS
2417
Leibman Financial Services
Nebraska
$900K -$84.2K -932 -9%
ANC
2418
Ames National Corp
Iowa
$898K +$898K +9,942 New
1WM
2419
1900 Wealth Management
Texas
$898K +$18.3K +202 +2%
BFWM
2420
Bright Futures Wealth Management
New York
$898K -$107K -1,099 -11%
MSWM
2421
Mowery & Schoenfeld Wealth Management
Illinois
$897K +$53.1K +588 +6%
AWA
2422
AmeriServ Wealth Advisors
Pennsylvania
$896K +$896K +9,922 New
PIA
2423
Pollock Investment Advisors
Michigan
$895K +$895K +9,901 New
RFW
2424
Rainier Family Wealth
Washington
$894K +$894K +9,898 New
ERIC
2425
Eagle Rock Investment Company
Georgia
$894K -$287K -3,174 -24%