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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 %
LWM
2676
Lodestone Wealth Management
Washington
$320K -$1.87K -31 -0.6%
PF
2677
Prosperitas Financial
California
$320K -$175K -2,911 -35%
MA
2678
MBA Advisors
Pennsylvania
$319K -$32.1K -533 -9%
CCP
2679
Carmel Capital Partners
California
$319K +$7.58K +126 +2%
SCM
2680
Stordahl Capital Management
Colorado
$319K -$8.42K -140 -3%
CAM
2681
Cypress Asset Management
Texas
$319K -$11.6K -186 -4%
RCM
2682
RNC Capital Management
California
$318K +$76.7K +1,274 +32%
CT
2683
Clearstead Trust
Maine
$318K +$7.76K +129 +3%
KFP
2684
Keener Financial Planning
Texas
$318K +$15K +249 +5%
VP
2685
Verum Partners
North Carolina
$318K +$10.6K +176 +3%
ES
2686
Eagle Strategies
New York
$317K +$24.4K +405 +8%
BDFN
2687
Bond & Devick Financial Network
Minnesota
$317K +$1.63K +27 +0.5%
AIA
2688
Affinity Investment Advisors
California
$317K
UB
2689
Umpqua Bank
Oregon
$316K +$316K +5,251 New
NSB
2690
Norway Savings Bank
Maine
$316K -$2.89K -48 -0.9%
MHWM
2691
Montz Harcus Wealth Management
Louisiana
$315K +$3.73K +62 +1%
MA
2692
Mezzasalma Advisors
New Jersey
$315K +$18.8K +312 +6%
SL
2693
Sentinus LLC
Illinois
$315K +$315K +5,238 New
HBW
2694
Hazlett, Burt & Watson
West Virginia
$315K +$5.79K +96 +2%
LFG
2695
Lockerman Financial Group
California
$315K -$4.33K -72 -1%
CWM
2696
Centurion Wealth Management
Virginia
$315K +$1.87K +31 +0.6%
HIM
2697
Hanlon Investment Management
New Jersey
$314K -$12.2K -202 -4%
BA
2698
Ballew Advisors
Mississippi
$312K +$243 +4 +0.1%
BFA
2699
Bright Financial Advisors
Michigan
$312K +$312K +5,268 New
PCH
2700
PGIM Custom Harvest
New Jersey
$311K +$41.9K +696 +16%