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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 %
NCM
2626
NCM Capital Management
New Jersey
$406K
PCI
2627
Planning Center Inc
Illinois
$405K -$11.3K -167 -3%
WI
2628
Wedgewood Investors
Pennsylvania
$405K +$405K +5,979 New
FI
2629
FWG Investments
Kentucky
$404K -$542 -8 -0.1%
CA
2630
Claris Advisors
Missouri
$404K
SFS
2631
Symphony Financial Services
Ohio
$403K +$403K +5,782 New
AWM
2632
Accel Wealth Management
Iowa
$402K +$122K +1,809 +44%
CPL
2633
CAP Partners LLC
Tennessee
$401K +$11K +163 +3%
BWM
2634
BlackDiamond Wealth Management
New York
$401K -$23.3K -345 -5%
FL
2635
Fort LP
Maryland
$401K +$2.71K +40 +0.7%
FDDB
2636
Fidelity D&D Bancorp
Pennsylvania
$400K
SRC
2637
Sage Rhino Capital
California
$399K +$10.1K +149 +3%
FWM
2638
ForthRight Wealth Management
Georgia
$399K +$203 +3 +0.1%
MW
2639
Members Wealth
Pennsylvania
$396K +$396K +4,084 New
SIP
2640
Stoneridge Investment Partners
Pennsylvania
$396K -$40.7K -600 -9%
ST
2641
Sentinel Trust
Texas
$396K +$2.1K +31 +0.5%
LFA
2642
Lauterbach Financial Advisors
Texas
$396K +$137 +2 +0%
RCM
2643
RNC Capital Management
California
$395K +$36.5K +539 +10%
IWP
2644
Invenio Wealth Partners
Florida
$394K -$11.2K -165 -3%
MCM
2645
McRae Capital Management
New Jersey
$394K -$244K -3,600 -38%
THL
2646
Tillman Hartley LLC
Colorado
$393K
ZB
2647
Zions Bancorporation
Utah
$392K +$14.6K +215 +4%
BCP
2648
Berkeley Capital Partners
Georgia
$392K +$43.3K +639 +12%
FNWA
2649
Financial Network Wealth Advisors
Utah
$390K +$97.6K +1,442 +33%
SWM
2650
Seaside Wealth Management
California
$390K