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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 %
PWM
2601
Prosperity Wealth Management
California
$361K +$28.5K +474 +9%
EWM
2602
Evergreen Wealth Management
Michigan
$361K
NCM
2603
NCM Capital Management
New Jersey
$361K +$36.2K +601 +11%
IWP
2604
Invenio Wealth Partners
Florida
$360K +$360K +5,988 New
FI
2605
FWG Investments
Kentucky
$359K +$3.43K +57 +1%
PAA
2606
Peregrine Asset Advisers
Oregon
$359K
CA
2607
Claris Advisors
Missouri
$359K +$8.6K +143 +2%
PWP
2608
Phillips Wealth Planners
Mississippi
$358K +$25.5K +426 +8%
HC
2609
Hamilton Capital
Ohio
$358K -$51.6K -858 -13%
MAG
2610
M3 Advisory Group
Massachusetts
$357K +$37.5K +624 +12%
NCM
2611
Nelson Capital Management
California
$356K +$22.7K +378 +7%
FDDB
2612
Fidelity D&D Bancorp
Pennsylvania
$356K -$13.2K -219 -4%
BONST
2613
Bank of Nova Scotia Trust
Ontario, Canada
$356K
HPC
2614
Hobart Private Capital
North Carolina
$355K -$10.5K -174 -3%
PFA
2615
Pinnacle Family Advisors
Missouri
$355K +$46.9K +780 +15%
ICM
2616
Ionic Capital Management
New York
$354K +$354K +5,891 New
FWM
2617
ForthRight Wealth Management
Georgia
$354K +$60 +1 +0%
FL
2618
Fort LP
Maryland
$354K -$37.2K -618 -10%
HFS
2619
HBC Financial Services
Washington
$353K
IF
2620
Insight Folios
North Carolina
$352K -$28.8K -478 -8%
HHAA
2621
Henry H. Armstrong Associates
Pennsylvania
$352K +$6.62K +110 +2%
MTC
2622
McDaniel Terry & Co
Texas
$352K +$37.4K +621 +12%
WPA
2623
West Paces Advisors
Georgia
$351K +$10.1K +168 +3%
GIA
2624
Guyasuta Investment Advisors
Pennsylvania
$350K -$701K -4,444 -67%
ST
2625
Sentinel Trust
Texas
$350K