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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 %
VCM
2676
Versant Capital Management
Arizona
$380K +$15K +222 +4%
GAB
2677
German American Bancorp
Indiana
$380K +$39.4K +582 +12%
CC
2678
Commons Capital
Massachusetts
$380K -$2.57K -38 -0.7%
HWM
2679
Hohimer Wealth Management
Washington
$379K +$69.2K +1,022 +22%
BHB
2680
Bank Hapoalim BM
Israel
$379K +$11.8K +174 +3%
MA
2681
MBA Advisors
Pennsylvania
$378K +$18.7K +276 +5%
EI
2682
Ellevest Inc
New York
$376K -$6.5K -96 -2%
PWM
2683
Prosperity Wealth Management
California
$376K -$30.4K -449 -7%
RA
2684
Rational Advisors
New York
$375K +$196K +2,895 +109%
HFA
2685
High Falls Advisors
New York
$375K -$275K -4,056 -42%
SL
2686
Summitry LLC
California
$374K -$41.5K -613 -10%
RFN
2687
Redwood Financial Network
Ohio
$373K +$474 +7 +0.1%
MTC
2688
McDaniel Terry & Co
Texas
$372K -$24K -355 -6%
SC
2689
Sawyer & Company
Massachusetts
$372K +$7.11K +105 +2%
PAM
2690
Peak Asset Management
Colorado
$372K
CW
2691
Channel Wealth
California
$371K -$60.9K -900 -14%
AA
2692
Axiom Advisory
California
$370K +$370K +5,877 New
FSG
2693
Financial Strategies Group
Michigan
$369K +$6.57K +94 +2%
FAM
2694
Family Asset Management
South Carolina
$368K +$203 +3 +0.1%
CWG
2695
Crown Wealth Group
North Carolina
$367K -$9.07K -134 -2%
LWM
2696
Lodestone Wealth Management
Washington
$367K +$6.43K +95 +2%
FIC
2697
Family Investment Center
Missouri
$366K +$474 +7 +0.1%
CWM
2698
Circle Wealth Management
New Jersey
$363K -$209K -3,092 -37%
PF
2699
Prosperitas Financial
California
$362K +$1.56K +23 +0.4%
MHWM
2700
Montz Harcus Wealth Management
Louisiana
$361K +$6.23K +92 +2%