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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 %
MCA
2776
Maryland Capital Advisors
Maryland
$326K
FEG
2777
Financial Enhancement Group
Indiana
$326K +$326K +4,675 New
SSA
2778
Sierra Summit Advisors
Nevada
$325K
BFG
2779
Bouchey Financial Group
New York
$323K -$2.16K -32 -0.7%
MAG
2780
Mokosak Advisory Group
Iowa
$323K -$3.18K -47 -1%
PAA
2781
Peregrine Asset Advisers
Oregon
$323K -$81.4K -1,202 -20%
WWC
2782
Waypoint Wealth Counsel
Georgia
$323K +$3.59K +53 +1%
PW
2783
Peninsula Wealth
California
$322K +$46.3K +669 +17%
DWG
2784
Darden Wealth Group
Michigan
$321K +$73.6K +1,087 +30%
LSA
2785
Lion Street Advisors
Texas
$321K +$207K +3,050 +181%
RCA
2786
Ranch Capital Advisors
Florida
$321K +$49.7K +734 +18%
SFPG
2787
Stonebridge Financial Planning Group
Florida
$320K +$320K +4,733 New
CYG
2788
Clean Yield Group
Vermont
$320K
PHIC
2789
Pine Haven Investment Counsel
Massachusetts
$320K
WCFA
2790
Walkner Condon Financial Advisors
Wisconsin
$320K +$17.8K +258 +6%
FBB
2791
Fulton Breakefield Broenniman
Maryland
$320K
RPSA
2792
Richard P. Slaughter Associates
Texas
$320K
RTC
2793
Riverview Trust Company
Washington
$319K
VI
2794
VanderPol Investments
Michigan
$319K +$319K +4,705 New
SC
2795
Schoolcraft Capital
Colorado
$319K
Betterment LLC
2796
Betterment LLC
New York
$318K +$318K +4,695 New
TWG
2797
The Wealth Group
Minnesota
$318K -$609 -9 -0.2%
SEP
2798
Southland Equity Partners
Missouri
$317K -$1.29K -19 -0.4%
FCM
2799
Firestone Capital Management
Florida
$317K
AFG
2800
Allegheny Financial Group
Pennsylvania
$317K +$16.5K +243 +5%