WMT icon

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 %
WFA
2526
Wellspring Financial Advisors
Ohio
$396K +$116K +1,926 +41%
CWM
2527
Concentric Wealth Management
California
$396K -$29.5K -490 -7%
CFS
2528
Cannon Financial Strategists
Georgia
$395K
LKIM
2529
Lawson Kroeker Investment Management
Nebraska
$395K +$3.61K +60 +0.9%
AIFAIM
2530
American Institute for Advanced Investment Management
Arizona
$395K -$14.1K -235 -3%
NCM
2531
Northside Capital Management
Oregon
$395K
IIM
2532
InTrack Investment Management
Vermont
$395K +$103K +1,706 +35%
ACM
2533
Advance Capital Management
Michigan
$394K -$37.4K -622 -9%
FZCM
2534
Flynn Zito Capital Management
New York
$394K +$98.4K +1,636 +33%
EFL
2535
ERn Financial LLC
Wisconsin
$394K -$7.28K -121 -2%
SFG
2536
Sovereign Financial Group
Connecticut
$392K +$5.54K +92 +1%
MSRI
2537
Michael S. Ryan Inc
New York
$392K -$10.3K -171 -3%
FA
2538
FDx Advisors
Illinois
$391K -$704K -11,692 -64%
SWS
2539
SYSTM Wealth Solutions
Illinois
$390K -$8.56K -142 -2%
SB
2540
Sunflower Bank
Texas
$389K +$3.61K +60 +0.9%
PFM
2541
Phillips Financial Management
Indiana
$389K +$6.32K +105 +2%
BWP
2542
Bernardo Wealth Planning
Pennsylvania
$388K -$4.45K -74 -1%
SIP
2543
Stoneridge Investment Partners
Pennsylvania
$388K -$2.54M -42,195 -87%
BMWM
2544
Brown Miller Wealth Management
Virginia
$388K +$60 +1 +0%
GPFA
2545
Game Plan Financial Advisors
Ohio
$387K -$187K -3,116 -33%
CASC
2546
Coppell Advisory Solutions Corp
Texas
$387K +$387K +6,426 New
PWM
2547
Paulson Wealth Management
Illinois
$386K -$11.6K -192 -3%
SC
2548
Stephens Consulting
Michigan
$385K -$9.09K -151 -2%
CA
2549
Centerpoint Advisors
Massachusetts
$384K
GAM
2550
Gemmer Asset Management
California
$383K +$421 +7 +0.1%