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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 %
ZB
2651
Zions Bancorporation
Utah
$335K +$33.9K +564 +11%
CWG
2652
Crown Wealth Group
North Carolina
$334K +$19.7K +328 +6%
MIFH
2653
Migdal Insurance & Financial Holdings
Israel
$333K +$24.6K +409 +8%
DWM
2654
Dogwood Wealth Management
Kansas
$332K +$52.6K +874 +19%
RFN
2655
Redwood Financial Network
Ohio
$331K +$301 +5 +0.1%
PP
2656
Pegasus Partners
Wisconsin
$331K
PCWA
2657
Pacific Capital Wealth Advisors
California
$331K +$38.9K +647 +13%
PAM
2658
Peak Asset Management
Colorado
$330K -$722 -12 -0.2%
GB
2659
Goepper Burkhardt
South Carolina
$330K +$46.1K +762 +16%
Financial Engines Advisors
2660
Financial Engines Advisors
California
$330K -$190K -3,148 -37%
KIG
2661
Kennedy Investment Group
New Jersey
$330K +$95.1K +1,580 +41%
CF
2662
Convergence Financial
Missouri
$329K -$25.4K -422 -7%
AWA
2663
Amplius Wealth Advisors
Pennsylvania
$329K -$10.8K -180 -3%
FAM
2664
Family Asset Management
South Carolina
$327K +$3.19K +53 +1%
MC
2665
Mirabaud & Cie
Switzerland
$327K -$1.39M -23,100 -81%
BHB
2666
Bank Hapoalim BM
Israel
$326K -$78.4K -1,305 -19%
TT
2667
TI-Trust
Illinois
$326K +$326K +5,415 New
DA
2668
Drake & Associates
Wisconsin
$325K -$16.4K -273 -5%
FIC
2669
Family Investment Center
Missouri
$325K +$181 +3 +0.1%
EWA
2670
Evolution Wealth Advisors
Florida
$325K +$325K +5,400 New
SC
2671
Sawyer & Company
Massachusetts
$324K +$55.1K +915 +20%
VCM
2672
Versant Capital Management
Arizona
$324K +$18.7K +311 +6%
WAG
2673
Wheelhouse Advisory Group
Missouri
$324K +$6.92K +115 +2%
PCM
2674
Poehling Capital Management
Wisconsin
$324K +$8.91K +148 +3%
SWP
2675
Significant Wealth Partners
Illinois
$323K -$411K -6,835 -56%