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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 %
CW
2551
Channel Wealth
California
$383K -$2.53K -42 -0.7%
SIA
2552
Strategic Investment Advisors
Michigan
$383K +$146K +2,433 +62%
BSSFA
2553
Baron Silver Stevens Financial Advisors
Florida
$383K -$74.4K -1,236 -16%
LWMG
2554
Levy Wealth Management Group
Pennsylvania
$382K -$764K -4,846 -67%
GHA
2555
Granite Harbor Advisors
Texas
$381K +$13.7K +227 +4%
AGWCA
2556
Annis Gardner Whiting Capital Advisors
Florida
$381K +$77.6K +1,286 +26%
SRL
2557
Scientech Research LLC
New Jersey
$381K +$381K +6,324 New
UFF
2558
USA Financial Formulas
Michigan
$380K -$398K -6,609 -51%
C
2559
CEDRUS
Colorado
$380K -$55.7K -925 -13%
GJIA
2560
Glass Jacobson Investment Advisors
Maryland
$380K -$60 -1 -0%
AIA
2561
Alera Investment Advisors
Illinois
$379K +$17.6K +293 +5%
AWM
2562
Atticus Wealth Management
Florida
$379K -$78.2K -1,299 -17%
NPFS
2563
Novak & Powell Financial Services
Florida
$379K +$9.15K +152 +2%
IA
2564
Inspire Advisors
Idaho
$379K +$8.3K +138 +2%
SCM
2565
Sage Capital Management
New Jersey
$378K +$301 +5 +0.1%
BWM
2566
BlackDiamond Wealth Management
New York
$378K -$8.36K -139 -2%
EWM
2567
Evermay Wealth Management
Virginia
$376K -$1.99K -33 -0.5%
ECM
2568
Exchange Capital Management
Michigan
$375K +$10.5K +175 +3%
MWM
2569
MinichMacGregor Wealth Management
New York
$375K -$1.95K -32 -0.5%
GITFIT
2570
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$373K
HFAS
2571
Hummer Financial Advisory Services
Illinois
$372K
BWM
2572
BCS Wealth Management
Tennessee
$372K +$38.8K +644 +12%
LRWA
2573
Long Run Wealth Advisors
New York
$371K -$9.09K -151 -2%
PCI
2574
Planning Center Inc
Illinois
$370K +$1.02K +17 +0.3%
MS
2575
Maven Securities
Jersey
$370K +$370K +6,152 New