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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 %
ACM
2576
AUA Capital Management
Pennsylvania
$370K -$10.1K -168 -3%
ACM
2577
Absolute Capital Management
Pennsylvania
$370K +$370K +6,146 New
RWMG
2578
Redwood Wealth Management Group
New Jersey
$370K +$7.34K +122 +2%
SAM
2579
Synergy Asset Management
Washington
$370K -$481 -8 -0.1%
SL
2580
Summitry LLC
California
$369K +$23.1K +384 +7%
NRA
2581
NSI Retail Advisors
Pennsylvania
$369K -$102K -1,700 -22%
PIFP
2582
Partners in Financial Planning
Virginia
$368K
FH
2583
FWG Holdings
Florida
$367K -$1.63K -27 -0.4%
GC
2584
Gibson Capital
Pennsylvania
$367K
ZF
2585
Zega Financial
Florida
$367K -$1.08K -18 -0.3%
PFA
2586
Pettinga Financial Advisors
Indiana
$367K +$481 +8 +0.1%
LCWP
2587
Legacy Capital Wealth Partners
Arkansas
$366K -$69.8M -459,821 -99%
PCA
2588
Pallas Capital Advisors
Massachusetts
$366K -$4.21K -70 -1%
EA
2589
Echo45 Advisors
California
$366K -$3.97K -66 -1%
JFA
2590
JNBA Financial Advisors
Minnesota
$365K -$7.52K -125 -2%
MCM
2591
Magnolia Capital Management
New York
$365K
BFA
2592
Beacon Financial Advisory
Ohio
$364K -$3.91K -65 -1%
ETIA
2593
Epic Trust Investment Advisors
Washington
$364K +$84.9K +1,411 +30%
RFA
2594
Rollins Financial Advisors
New York
$363K -$21.2K -352 -6%
OPWM
2595
Oakwell Private Wealth Management
Texas
$363K -$23.3K -387 -6%
GAG
2596
GM Advisory Group
New York
$363K +$8.48K +141 +2%
CFG
2597
CKW Financial Group
Hawaii
$363K
CW
2598
Connectus Wealth
Ohio
$362K -$2.75M -45,684 -88%
MKC
2599
M. Kraus & Co
Vermont
$362K +$1.81K +30 +0.5%
PJSIMP
2600
P.J. Schmidt Investment Management (PJS)
Wisconsin
$362K +$21K +349 +6%