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Walmart

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
SM
2476
Sweeney & Michel
California
$427K +$427K +7,134 New
NFA
2477
Northwest Financial Advisors
Virginia
$426K +$963 +16 +0.2%
LL
2478
LWMG LLC
Minnesota
$425K +$54.9K +912 +15%
SFC
2479
Swisher Financial Concepts
Ohio
$424K +$60 +1 +0%
PCMK
2480
Paragon Capital Management (Kansas)
Kansas
$424K +$23.1K +384 +6%
HAS
2481
Holland Advisory Services
Florida
$423K +$1.63K +27 +0.4%
SBWIC
2482
Schaper Benz & Wise Investment Counsel
Wisconsin
$423K +$54.2K +900 +15%
CIS
2483
Custom Index Systems
New York
$422K +$422K +7,021 New
DI
2484
DDFG Inc
California
$421K +$120 +2 +0%
TWM
2485
Thrive Wealth Management
Pennsylvania
$421K +$69.9K +1,162 +20%
PA
2486
Pineridge Advisors
Missouri
$420K -$1.08K -18 -0.3%
KWS
2487
Keystone Wealth Services
California
$419K -$20K -332 -5%
TWP
2488
Tower Wealth Partners
Pennsylvania
$419K +$26.8K +445 +7%
MWA
2489
Monograph Wealth Advisors
California
$419K +$419K +6,932 New
BWM
2490
Baron Wealth Management
Michigan
$418K +$71K +1,180 +20%
CHAM
2491
Clear Harbor Asset Management
Connecticut
$417K
UBG
2492
United Bank (Georgia)
Georgia
$416K +$416K +6,921 New
TCM
2493
Tufton Capital Management
Maryland
$416K -$4.51K -75 -1%
SN
2494
Sittner & Nelson
Oregon
$416K -$60 -1 -0%
BBA
2495
Braun-Bostich & Associates
Pennsylvania
$416K +$69.7K +1,158 +20%
ACM
2496
Accent Capital Management
Ohio
$413K
KDA
2497
Kraft Davis & Associates
Missouri
$412K -$8.27K -139 -2%
SWA
2498
Sax Wealth Advisors
New Jersey
$412K +$412K +6,851 New
CIA
2499
Compass Ion Advisors
Pennsylvania
$412K +$60 +1 +0%
AWG
2500
Altus Wealth Group
Colorado
$412K -$49.5K -822 -11%