WMT icon

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 %
IPAM
2801
Investment Partners Asset Management
New Jersey
$270K
MWA
2802
Motive Wealth Advisors
Michigan
$270K +$270K +4,491 New
AA
2803
Aire Advisors
California
$270K +$15.8K +262 +6%
SGCA
2804
Steel Grove Capital Advisors
Tennessee
$270K +$5.05K +84 +2%
LWM
2805
Liberty Wealth Management
California
$270K +$270K +4,485 New
SWM
2806
SilverOak Wealth Management
Minnesota
$270K
MCAI
2807
Members Capital Advisors Inc
Wisconsin
$269K
BIAS
2808
Beacon Investment Advisory Services
New Jersey
$269K -$6.26K -104 -2%
FMI
2809
F/M Investments
District of Columbia
$268K +$15.9K +265 +6%
WWG
2810
West Wealth Group
California
$267K +$542 +9 +0.2%
AFG
2811
Allegheny Financial Group
Pennsylvania
$267K +$4.93K +82 +2%
MAM
2812
Magellan Asset Management
Australia
$267K -$24.9K -413 -9%
CPA
2813
Capital Performance Advisors
California
$267K +$22.5K +374 +9%
VFG
2814
V2 Financial group
Illinois
$267K -$42.4K -705 -14%
LSA
2815
Lion Street Advisors
Texas
$266K -$533K -3,378 -67%
JCFM
2816
JBR Co Financial Management
Oklahoma
$266K +$903 +15 +0.3%
HWM
2817
Hemington Wealth Management
Virginia
$266K -$14.8K -245 -5%
TIM
2818
Total Investment Management
Arizona
$266K +$32.4K +539 +14%
CCA
2819
Conservest Capital Advisors
Pennsylvania
$266K +$602 +10 +0.2%
OWG
2820
Oxford Wealth Group
Florida
$266K +$266K +4,417 New
RWA
2821
River Wealth Advisors
Pennsylvania
$266K -$11.3K -187 -4%
WWM
2822
Wagner Wealth Management
South Carolina
$266K +$13.5K +225 +5%
EL
2823
EMFO LLC
Florida
$265K
WCFA
2824
Walkner Condon Financial Advisors
Wisconsin
$264K +$264K +4,387 New
KFC
2825
Klingenstein Fields & Co
New York
$263K -$6.32K -105 -2%