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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 %
FA
2526
Fortis Advisors
Pennsylvania
$462K -$37.4K -552 -7%
FZCM
2527
Flynn Zito Capital Management
New York
$462K +$19K +280 +4%
KA
2528
KLCM Advisors
Wisconsin
$462K +$138K +2,035 +43%
APWA
2529
Atlas Private Wealth Advisors
New Jersey
$461K +$180K +2,660 +64%
OWA
2530
Opal Wealth Advisors
New York
$461K +$76K +1,122 +20%
ACM
2531
Advance Capital Management
Michigan
$460K +$16.9K +249 +4%
UB
2532
Umpqua Bank
Oregon
$460K +$104K +1,541 +29%
MIFH
2533
Migdal Insurance & Financial Holdings
Israel
$458K +$82.6K +1,220 +22%
SFC
2534
Strategic Financial Concepts
Texas
$457K +$449K +1,281,910 +5,377%
MWM
2535
Meritas Wealth Management
California
$457K -$52.4K -774 -10%
KWM
2536
Kaydan Wealth Management
Michigan
$457K +$4.33K +64 +1%
VST
2537
Van Strum & Towne
California
$456K
LWM
2538
LJI Wealth Management
Indiana
$456K +$271 +4 +0.1%
KBFS
2539
Kohmann Bosshard Financial Services
Ohio
$456K +$2.78K +41 +0.6%
SWM
2540
Sculati Wealth Management
Michigan
$455K -$118K -1,740 -21%
MRCM
2541
M&R Capital Management
New Jersey
$454K -$203 -3 -0%
MSRI
2542
Michael S. Ryan Inc
New York
$454K +$13.5K +200 +3%
ICP
2543
Interchange Capital Partners
Pennsylvania
$454K +$454K +6,703 New
AGWCA
2544
Annis Gardner Whiting Capital Advisors
Florida
$451K +$23.7K +350 +6%
BRA
2545
Biechele Royce Advisors
Indiana
$451K -$46.5K -687 -9%
CHP
2546
Cable Hill Partners
Oregon
$449K +$449K +6,636 New
SFG
2547
Sovereign Financial Group
Connecticut
$449K +$7.99K +118 +2%
MCM
2548
Maple Capital Management
Vermont
$449K -$45.8K -677 -9%
CCA
2549
Cottonwood Capital Advisors
Utah
$448K -$64.7K -926 -13%
RL
2550
Rogco LP
Oklahoma
$448K -$60.9K -900 -12%