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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 %
LRWA
2601
Long Run Wealth Advisors
New York
$418K +$542 +8 +0.1%
MKC
2602
M. Kraus & Co
Vermont
$418K +$10.2K +150 +2%
HIM
2603
Hillsdale Investment Management
Ontario, Canada
$418K +$102K +1,500 +32%
HFAS
2604
Hummer Financial Advisory Services
Illinois
$417K
NPFS
2605
Novak & Powell Financial Services
Florida
$417K -$9.14K -135 -2%
HBW
2606
Hazlett, Burt & Watson
West Virginia
$417K +$64.4K +954 +18%
ECM
2607
Exchange Capital Management
Michigan
$416K -$5.76K -85 -1%
ACM
2608
AUA Capital Management
Pennsylvania
$416K
ZF
2609
Zega Financial
Florida
$415K +$1.83K +27 +0.4%
SC
2610
Stephens Consulting
Michigan
$414K -$19.2K -284 -4%
PIFP
2611
Partners in Financial Planning
Virginia
$414K
GC
2612
Gibson Capital
Pennsylvania
$413K
CIA
2613
Compass Ion Advisors
Pennsylvania
$412K
SFS
2614
Strategic Financial Services
New York
$412K +$412K +6,084 New
IAG
2615
Investment Advisory Group
Massachusetts
$410K +$164K +2,423 +67%
MCM
2616
Magnolia Capital Management
New York
$410K
GAG
2617
GM Advisory Group
New York
$409K +$880 +13 +0.2%
NRA
2618
NSI Retail Advisors
Pennsylvania
$409K -$6.77K -100 -2%
CFG
2619
CKW Financial Group
Hawaii
$409K
OPWM
2620
Oakwell Private Wealth Management
Texas
$409K
PS
2621
Planned Solutions
California
$409K +$60.3K +890 +17%
EA
2622
Ellsworth Advisors
Ohio
$408K -$1.89M -27,942 -82%
PJSIMP
2623
P.J. Schmidt Investment Management (PJS)
Wisconsin
$407K
KIC
2624
Keating Investment Counselors
Florida
$406K -$249K -3,675 -38%
EWM
2625
Evergreen Wealth Management
Michigan
$406K