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Walmart

3,285 hedge funds and large institutions have $188B invested in Walmart in 2024 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,489 increasing their positions, 1,219 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,285
Holders Change
+103
Holders Change %
+3.24%
% of All Funds
47.77%
Holding in Top 10
149
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+41.9%
% of All Funds
2.17%
New
249
Increased
1,489
Reduced
1,219
Closed
95
Calls
$3.05B
Puts
$3.11B
Net Calls
-$61M
Net Calls Change
-$616M
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
2501
Swisher Financial Concepts
Ohio
$478K +$204 +3 +0%
PFM
2502
Phillips Financial Management
Indiana
$477K +$39.9K +589 +9%
PCMK
2503
Paragon Capital Management (Kansas)
Kansas
$477K
BWM
2504
Blossom Wealth Management
California
$476K -$8.46K -125 -2%
HAS
2505
Holland Advisory Services
Florida
$476K -$271 -4 -0.1%
SBWIC
2506
Schaper Benz & Wise Investment Counsel
Wisconsin
$476K
IFO
2507
Independent Family Office
New York
$475K -$40.6K -600 -8%
TWM
2508
Thrive Wealth Management
Pennsylvania
$472K -$1.02K -15 -0.2%
SWP
2509
Significant Wealth Partners
Illinois
$472K +$108K +1,592 +30%
IWA
2510
Inspirion Wealth Advisors
Illinois
$471K +$11.8K +175 +3%
LJHT
2511
Laurie J. Hall Trustee
$470K -$40.6K -600 -8%
HCP
2512
Hardin Capital Partners
South Carolina
$469K +$469K +6,928 New
CHAM
2513
Clear Harbor Asset Management
Connecticut
$469K
NA
2514
Navellier & Associates
Nevada
$468K -$20.3K -300 -4%
MFA
2515
Mayflower Financial Advisors
Massachusetts
$468K +$75.5K +1,115 +19%
UAML
2516
US Asset Management LLC
Pennsylvania
$468K -$17.6K -260 -4%
FA
2517
Fiducient Advisors
Illinois
$468K -$821K -12,119 -64%
EFI
2518
EHP Funds Inc
Canada
$467K +$467K +6,900 New
TCM
2519
Tufton Capital Management
Maryland
$465K -$3.39K -50 -0.7%
PA
2520
Pineridge Advisors
Missouri
$464K -$9.14K -135 -2%
CFD
2521
Creative Financial Designs
Indiana
$464K +$258K +3,816 +126%
OAS
2522
Optivise Advisory Services
Tennessee
$464K +$464K +6,849 New
WFA
2523
Wellspring Financial Advisors
Ohio
$463K +$17.7K +262 +4%
CA
2524
Centerpoint Advisors
Massachusetts
$463K +$31.7K +468 +7%
AWG
2525
Altus Wealth Group
Colorado
$463K -$677 -10 -0.1%