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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 %
FPTW
2451
Franklin, Parlapiano, Turner & Welch
Texas
$870K
GFA
2452
Gallagher Fiduciary Advisors
Illinois
$869K -$210K -2,327 -19%
AIM
2453
Athena Investment Management
California
$868K -$112K -1,245 -11%
4WM
2454
49 Wealth Management
Texas
$867K -$141K -1,558 -14%
WCG
2455
Weaver Consulting Group
California
$866K
SAM
2456
Strive Asset Management
Ohio
$866K +$866K +9,583 New
BA
2457
Bluesphere Advisors
Pennsylvania
$865K
CWM
2458
Concentrum Wealth Management
California
$865K +$83.3K +922 +11%
FTUS
2459
Flow Traders U.S.
New York
$864K +$864K +9,559 New
ML
2460
McAdam LLC
Pennsylvania
$863K -$215K -2,385 -20%
CSC
2461
Caldwell Sutter Capital
California
$862K +$136K +1,504 +19%
RSVP
2462
Ramsay Stattman Vela & Price
Colorado
$861K -$3.89K -43 -0.4%
DWM
2463
DecisionMap Wealth Management
Virginia
$860K +$860K +9,517 New
BW
2464
BXM Wealth
Colorado
$859K +$859K +9,508 New
AS
2465
Altshuler Shaham
Israel
$858K -$39.6K -438 -4%
JCM
2466
Jag Capital Management
Missouri
$857K +$6.78K +75 +0.8%
AFT
2467
Alpha Family Trust
California
$857K
PWA
2468
Prairie Wealth Advisors
Nebraska
$856K -$5.89K -65 -0.7%
BFS
2469
Burkett Financial Services
South Carolina
$855K -$90 -1 -0%
TWPM
2470
Total Wealth Planning & Management
Florida
$854K +$854K +9,448 New
AFG
2471
ABLE Financial Group
Arizona
$853K -$904 -10 -0.1%
CCA
2472
Cobblestone Capital Advisors
New York
$851K +$15.2K +168 +2%
MP
2473
Moment Partners
California
$849K +$849K +9,401 New
PD
2474
Planning Directions
Pennsylvania
$849K -$9.04K -100 -1%
ACM
2475
Advance Capital Management
Michigan
$848K -$27.8K -308 -3%