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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 %
CIS
2651
Custom Index Systems
New York
$390K -$85.7K -1,265 -18%
PFA
2652
Pettinga Financial Advisors
Indiana
$390K -$22.9K -338 -6%
HIM
2653
Hanlon Investment Management
New Jersey
$389K +$36.2K +534 +10%
HC
2654
Hamilton Capital
Ohio
$389K -$14.2K -209 -4%
CAWM
2655
Capital Advisors Wealth Management
Washington
$389K +$6.5K +96 +2%
AWM
2656
Avaii Wealth Management
Wisconsin
$388K -$1.69K -25 -0.4%
FWI
2657
Facet Wealth Inc
Maryland
$388K +$100K +1,446 +35%
OWA
2658
Outlook Wealth Advisors
Texas
$388K +$2.51K +37 +0.7%
CFM
2659
Catalyst Funds Management
Australia
$386K -$10.9M -160,400 -97%
FCMT
2660
Founders Capital Management (Texas)
Texas
$386K +$169K +2,498 +78%
CCP
2661
Carmel Capital Partners
California
$385K +$26K +384 +7%
PCM
2662
Poehling Capital Management
Wisconsin
$385K +$20.3K +300 +6%
CFO
2663
Collective Family Office
Pennsylvania
$385K +$62.6K +924 +19%
MLFP
2664
MPS Loria Financial Planners
Illinois
$385K +$745 +11 +0.2%
SRB
2665
Shotwell Rutter Baer
Michigan
$384K +$384K +5,499 New
WPWM
2666
Western Pacific Wealth Management
Illinois
$384K
PCH
2667
PGIM Custom Harvest
New Jersey
$384K +$34.5K +510 +10%
LF
2668
LifePlan Financial
Minnesota
$384K -$5.76K -85 -1%
AWA
2669
Amplius Wealth Advisors
Pennsylvania
$383K +$13.2K +195 +4%
HFS
2670
HBC Financial Services
Washington
$383K -$34.8K -500 -8%
SP
2671
Sequent Planning
Nebraska
$383K -$202 -3 -0.1%
BWA
2672
Bordeaux Wealth Advisors
California
$381K +$381K +5,630 New
NCM
2673
Nelson Capital Management
California
$380K -$20.7K -306 -5%
EWA
2674
Evolution Wealth Advisors
Florida
$380K +$14.3K +211 +4%
BONST
2675
Bank of Nova Scotia Trust
Ontario, Canada
$380K -$20.2K -298 -5%