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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 %
AT
2501
Arden Trust
Delaware
$412K
4WM
2502
49 Wealth Management
Texas
$411K -$12.6K -210 -3%
FGA
2503
Fortis Group Advisors
New Jersey
$411K +$40.1K +667 +11%
GWAG
2504
Garrett Wealth Advisory Group
Texas
$410K +$5.3K +88 +1%
IWA
2505
Inspirion Wealth Advisors
Illinois
$408K -$25.9K -431 -6%
OBWG
2506
Onyx Bridge Wealth Group
New York
$407K +$73.2K +1,217 +22%
IAP
2507
Indie Asset Partners
Indiana
$407K +$28K +466 +7%
RCM
2508
Raleigh Capital Management
North Carolina
$406K -$588K -9,765 -59%
VST
2509
Van Strum & Towne
California
$406K
PCMF
2510
Private Capital Management (Florida)
Florida
$405K +$60 +1 +0%
LWM
2511
LJI Wealth Management
Indiana
$405K +$15.5K +258 +4%
HFM
2512
Harvest Fund Management
China
$405K +$405K +6,729 New
BA
2513
Ballast Advisors
Minnesota
$404K +$8.91K +148 +2%
MRCM
2514
M&R Capital Management
New Jersey
$404K -$16.9K -281 -4%
AC
2515
Apella Capital
Connecticut
$403K -$131K -2,197 -25%
MWP
2516
Meridian Wealth Partners
Pennsylvania
$402K +$68.1K +1,132 +20%
KBFS
2517
Kohmann Bosshard Financial Services
Ohio
$402K +$52.5K +873 +15%
KWM
2518
Kaydan Wealth Management
Michigan
$402K
WA
2519
Wealth Architects
California
$401K -$47.8K -795 -11%
ATWA
2520
Arbor Trust Wealth Advisors
Michigan
$400K +$36.4K +600 +10%
ACM
2521
Arcataur Capital Management
Wisconsin
$398K
AWM
2522
Allen Wealth Management
North Carolina
$398K +$51.1K +850 +15%
WFS
2523
Widmann Financial Services
Maryland
$397K -$72.1K -1,198 -15%
GSIAS
2524
Garden State Investment Advisory Services
New Jersey
$397K +$129K +2,151 +48%
PCS
2525
Private Client Services
Kentucky
$396K +$17K +282 +4%