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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 %
CFO
2751
Collective Family Office
Pennsylvania
$286K
CSIA
2752
Charles Schwab Investment Advisory
California
$286K +$52.6K +875 +23%
CFGA
2753
Cambridge Financial Group (Arizona)
Arizona
$286K -$34.6K -575 -11%
RIG
2754
Renaissance Investment Group
Massachusetts
$286K -$903 -15 -0.3%
GA
2755
Gateway Advisory
New Jersey
$285K -$17.9K -279 -6%
CA
2756
Calton & Associates
Florida
$285K -$457K -7,593 -62%
FP
2757
Financial Perspectives
Minnesota
$285K +$181 +3 +0.1%
TWG
2758
The Wealth Group
Minnesota
$284K -$45.7K -756 -14%
PHIC
2759
Pine Haven Investment Counsel
Massachusetts
$284K -$9.03K -150 -3%
CYG
2760
Clean Yield Group
Vermont
$284K
FBB
2761
Fulton Breakefield Broenniman
Maryland
$284K -$50.3K -836 -15%
RPSA
2762
Richard P. Slaughter Associates
Texas
$284K
OLVIG
2763
Oliver Lagore Vanvalin Investment Group
Michigan
$284K -$1.99K -33 -0.7%
MGWM
2764
Marks Group Wealth Management
Minnesota
$284K -$7.76K -129 -3%
RTC
2765
Riverview Trust Company
Washington
$284K
WWC
2766
Waypoint Wealth Counsel
Georgia
$284K +$4.45K +74 +2%
SEP
2767
Southland Equity Partners
Missouri
$283K -$782 -13 -0.3%
SC
2768
Schoolcraft Capital
Colorado
$283K -$19K -315 -6%
AA
2769
Acorns Advisers
California
$283K +$283K +4,703 New
PJWM
2770
Philip James Wealth Mangement
Georgia
$283K -$26.7K -444 -9%
TCM
2771
Tradewinds Capital Management
Washington
$283K +$182K +3,020 +180%
AW
2772
Atlas Wealth
Ohio
$282K
FCM
2773
Firestone Capital Management
Florida
$282K -$181 -3 -0.1%
WSWA
2774
Warren Street Wealth Advisors
California
$281K +$18.2K +302 +7%
WCWM
2775
Willow Creek Wealth Management
California
$281K -$1.99K -33 -0.7%