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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 %
LAS
2726
Lloyd Advisory Services
Georgia
$347K +$347K +5,125 New
BWAM
2727
Boyd Watterson Asset Management
Ohio
$347K
BWM
2728
Birchcreek Wealth Management
Ohio
$347K -$135 -2 -0%
UW
2729
Unique Wealth
Florida
$347K +$8.26K +122 +2%
MFP
2730
Meridian Financial Partners
Virginia
$346K +$346K +4,883 New
LWM
2731
Liberty Wealth Management
California
$346K +$317K +49,753 +1,109%
JWBC
2732
J.W. Burns & Co
New York
$346K +$21.1K +312 +7%
LCM
2733
LVM Capital Management
Michigan
$345K +$15.2K +225 +5%
W
2734
WorthPointe
California
$344K +$11.6K +172 +4%
SWM
2735
SFG Wealth Management
Maryland
$344K +$14.2K +210 +4%
MAWAG
2736
Mid-American Wealth Advisory Group
Missouri
$344K +$28.1K +415 +9%
HHWM
2737
Hiley Hunt Wealth Management
Nebraska
$344K
PP
2738
Pegasus Partners
Wisconsin
$344K -$29K -428 -8%
AWM
2739
Alterna Wealth Management
Texas
$343K +$343K +5,063 New
IPWA
2740
International Private Wealth Advisors
California
$342K +$28.4K +420 +9%
BIAS
2741
Beacon Investment Advisory Services
New Jersey
$341K +$38.3K +566 +13%
SPWM
2742
Schrum Private Wealth Management
Florida
$341K +$880 +13 +0.3%
VBFG
2743
Vishria Bird Financial Group
Tennessee
$340K +$3.66K +54 +1%
IFPG
2744
Intrepid Financial Planning Group
Indiana
$339K
KWM
2745
Kolinsky Wealth Management
New Jersey
$338K +$88K +1,300 +35%
DTC
2746
Davidson Trust Company
Washington
$337K +$8.94K +132 +3%
DWMS
2747
Dominguez Wealth Management Solutions
Virginia
$337K +$609 +9 +0.2%
HGWM
2748
Horst & Graben Wealth Management
Oregon
$337K
KWA
2749
Kellett Wealth Advisors
Ohio
$337K -$48.5K -716 -13%
DA
2750
Dover Advisors
Virginia
$337K +$54.6K +807 +19%