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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 %
WFS
2551
Widmann Financial Services
Maryland
$447K +$203 +3 +0%
EFL
2552
ERn Financial LLC
Wisconsin
$447K +$3.93K +58 +0.9%
WA
2553
Wealth Architects
California
$446K -$4.74K -70 -1%
ACM
2554
Arcataur Capital Management
Wisconsin
$446K -$2.71K -40 -0.6%
KIG
2555
Kennedy Investment Group
New Jersey
$445K +$74.3K +1,098 +20%
KWS
2556
Keystone Wealth Services
California
$445K -$26.3K -389 -6%
EWM
2557
Evermay Wealth Management
Virginia
$445K +$23.3K +344 +6%
CFS
2558
Cannon Financial Strategists
Georgia
$445K
OBWG
2559
Onyx Bridge Wealth Group
New York
$445K -$13.8K -204 -3%
AIFAIM
2560
American Institute for Advanced Investment Management
Arizona
$444K
NCM
2561
Northside Capital Management
Oregon
$444K
AA
2562
Acorns Advisers
California
$444K +$126K +1,856 +39%
OCBCO
2563
Oversea-Chinese Banking Corp (OCBC)
Singapore
$443K -$352K -5,194 -44%
RFA
2564
Rollins Financial Advisors
New York
$443K +$33.9K +500 +8%
IA
2565
Inspire Advisors
Idaho
$443K +$16.9K +249 +4%
BMWM
2566
Brown Miller Wealth Management
Virginia
$442K +$6.16K +91 +1%
TA
2567
TPG Advisors
Illinois
$442K +$442K +6,527 New
TC
2568
Truvestments Capital
Florida
$442K -$59.6K -880 -12%
DWM
2569
Dogwood Wealth Management
Kansas
$441K +$66.8K +987 +18%
SB
2570
Sunflower Bank
Texas
$441K +$3.52K +52 +0.8%
MWP
2571
Meridian Wealth Partners
Pennsylvania
$441K -$12.1K -179 -3%
AT
2572
Arden Trust
Delaware
$441K -$22.6K -334 -5%
BA
2573
Ballast Advisors
Minnesota
$440K -$15K -222 -3%
BWP
2574
Bernardo Wealth Planning
Pennsylvania
$438K +$677 +10 +0.2%
CWM
2575
Concentric Wealth Management
California
$437K -$8.06K -119 -2%