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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 %
CCP
2726
Cassia Capital Partners
North Carolina
$294K -$9.15K -152 -3%
SWM
2727
SFG Wealth Management
Maryland
$293K -$71.8K -1,194 -20%
LCM
2728
LVM Capital Management
Michigan
$293K -$791K -13,134 -73%
GA
2729
Gordian Advisors
Arizona
$293K +$27.6K +458 +10%
IFS
2730
Intelligent Financial Strategies
Minnesota
$293K
DTC
2731
Davidson Trust Company
Washington
$292K -$1.02K -17 -0.3%
MAA
2732
Matrix Asset Advisors
New York
$291K -$18.3K -304 -6%
NFC
2733
Northeast Financial Consultants
Connecticut
$291K
BFG
2734
Bouchey Financial Group
New York
$290K +$60 +1 +0%
MCA
2735
Maryland Capital Advisors
Maryland
$290K
PMFA
2736
Plante Moran Financial Advisors
Michigan
$290K -$88.1K -1,464 -23%
MAG
2737
Mokosak Advisory Group
Iowa
$290K +$1.38K +23 +0.5%
FMP
2738
Financial Management Professionals
Texas
$289K -$13.6K -227 -5%
HPM
2739
Hoxton Planning & Management
West Virginia
$289K +$12.2K +202 +4%
SSA
2740
Sierra Summit Advisors
Nevada
$289K
CCP
2741
Clarkston Capital Partners
Michigan
$289K +$36.2K +601 +14%
BF
2742
Brogan Financial
Tennessee
$288K +$288K +4,794 New
JWBC
2743
J.W. Burns & Co
New York
$288K -$28K -465 -9%
WAM
2744
Worth Asset Management
Texas
$288K +$288K +4,786 New
KA
2745
KLCM Advisors
Wisconsin
$288K +$17.4K +290 +6%
UF
2746
Univest Financial
Pennsylvania
$287K -$81.7K -1,357 -22%
ES
2747
ETF Store
Kansas
$287K -$3.25K -54 -1%
MF
2748
Montis Financial
Massachusetts
$287K -$32K -531 -10%
FTIS
2749
First Trust Investment Solutions
Florida
$286K -$38.3K -636 -12%
SW
2750
Schulz Wealth
Texas
$286K