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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 %
FSG
2701
Financial Strategies Group
Michigan
$310K
SI
2702
Seeds Investor
New York
$310K +$310K +5,155 New
PS
2703
Planned Solutions
California
$310K
BCP
2704
Berkeley Capital Partners
Georgia
$310K +$7.34K +122 +2%
BWM
2705
Birchcreek Wealth Management
Ohio
$308K -$11.7K -195 -4%
BWAM
2706
Boyd Watterson Asset Management
Ohio
$308K
HHWM
2707
Hiley Hunt Wealth Management
Nebraska
$305K +$23.8K +396 +8%
AC
2708
Anson Capital
Georgia
$304K +$304K +5,060 New
SPWM
2709
Schrum Private Wealth Management
Florida
$302K +$302K +5,026 New
GAB
2710
German American Bancorp
Indiana
$302K -$28.2K -468 -9%
LSIA
2711
LaSalle St. Investment Advisors
Illinois
$301K +$301K +3,941 New
IFPG
2712
Intrepid Financial Planning Group
Indiana
$301K
UW
2713
Unique Wealth
Florida
$301K -$10.8K -179 -3%
HGWM
2714
Horst & Graben Wealth Management
Oregon
$300K +$2.59K +43 +0.9%
DWMS
2715
Dominguez Wealth Management Solutions
Virginia
$299K +$33.3K +554 +13%
VBFG
2716
Vishria Bird Financial Group
Tennessee
$299K +$7.22K +120 +2%
BAM
2717
Bosun Asset Management
Illinois
$298K -$728K -12,094 -71%
AP
2718
Adero Partners
California
$297K +$60 +1 +0%
EWM
2719
Elevatus Welath Management
New York
$297K +$7.94K +132 +3%
EA
2720
Eclectic Associates
California
$296K +$296K +4,922 New
W
2721
WorthPointe
California
$296K -$33.8K -561 -10%
ACA
2722
Affinity Capital Advisors
California
$295K +$16.3K +271 +6%
EBT
2723
Enterprise Bank & Trust
Massachusetts
$295K +$903 +15 +0.3%
SIA
2724
Soltis Investment Advisors
Utah
$295K +$295K +4,906 New
TB
2725
Terril Brothers
Missouri
$295K