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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 %
EFMC
2426
Empire Financial Management Company
New York
$893K +$8.13K +90 +0.9%
VPP
2427
Vertex Planning Partners
Illinois
$893K +$13.2K +146 +1%
AAM
2428
Aureus Asset Management
Massachusetts
$890K
MDA
2429
Minot DeBlois Advisors
Massachusetts
$890K +$890K +9,846 New
LF
2430
Lantz Financial
Illinois
$890K +$28.1K +311 +3%
AI
2431
Atom Investors
Texas
$887K -$1.33M -14,726 -60%
JLBC
2432
J.L. Bainbridge & Co
Florida
$887K +$181 +2 +0%
IAMOG
2433
Investors Asset Management of Georgia
Georgia
$886K
LGG
2434
Luts & Greenleigh Group
Maryland
$886K -$452 -5 -0.1%
SWMG
2435
Signature Wealth Management Group
Georgia
$886K -$30.4K -336 -3%
SWP
2436
Semus Wealth Partners
Florida
$884K -$31.2K -345 -3%
TBWA
2437
Three Bridge Wealth Advisors
California
$884K -$7.34K -81 -0.8%
WA
2438
WealthTrust Axiom
Pennsylvania
$884K +$4.52K +50 +0.5%
CS
2439
Capital Square
Tennessee
$883K +$170K +1,795 +24%
LSIA
2440
LaSalle St. Investment Advisors
Illinois
$883K +$115K +1,269 +15%
AA
2441
AlphaQ Advisors
Florida
$882K +$11.3K +125 +1%
ST
2442
Sabal Trust
Florida
$880K +$61.6K +682 +8%
TIP
2443
Tandem Investment Partners
New Jersey
$879K +$879K +9,730 New
CWA
2444
Clearview Wealth Advisors
Oregon
$878K -$10.3K -114 -1%
CANC
2445
Culbertson A N & Co
Virginia
$877K
BHIA
2446
Birch Hill Investment Advisors
Massachusetts
$874K +$26.9K +298 +3%
SWIG
2447
Strategic Wealth Investment Group
Kentucky
$873K +$20.3K +225 +2%
FWM
2448
Fairhaven Wealth Management
Illinois
$872K +$16K +177 +2%
TWP
2449
Triad Wealth Partners
Kansas
$871K +$871K +9,639 New
KIM
2450
Kestra Investment Management
Texas
$871K -$32K -354 -4%