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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 %
TCM
2801
Tradewinds Capital Management
Washington
$317K -$1.35K -20 -0.4%
PDL
2802
Portfolio Design Labs
California
$317K +$60K +886 +23%
HWM
2803
Hemington Wealth Management
Virginia
$316K +$17.4K +257 +6%
WCWM
2804
Willow Creek Wealth Management
California
$316K -$474 -7 -0.1%
OIC
2805
Orion Investment Company
Missouri
$315K +$315K +4,656 New
TFA
2806
Tobias Financial Advisors
Florida
$315K +$42.7K +631 +16%
ME
2807
McIlrath & Eck
Washington
$315K +$68 +1 +0%
NJBEST
2808
New Jersey Better Educational Savings Trust
New Jersey
$315K -$309K -4,563 -50%
BCB
2809
Brian C. Broderick
$315K
WWG
2810
West Wealth Group
California
$315K +$13.9K +206 +5%
CWA
2811
Core Wealth Advisors
Florida
$314K +$3.05K +45 +1%
PIAS
2812
PCA Investment Advisory Services
Ohio
$314K +$406 +6 +0.1%
PMFA
2813
Plante Moran Financial Advisors
Michigan
$314K -$12.6K -186 -4%
PFA
2814
Pinnacle Family Advisors
Missouri
$313K -$85.6K -1,265 -21%
CPRC
2815
Consolidated Portfolio Review Corp
New York
$313K +$16.8K +248 +6%
PM
2816
Penbrook Management
New York
$313K +$313K +4,621 New
WWM
2817
Wagner Wealth Management
South Carolina
$313K +$13.7K +203 +5%
MCP
2818
Mirador Capital Partners
California
$312K -$1.35K -20 -0.4%
BTWM
2819
Brass Tax Wealth Management
Ohio
$312K +$312K +4,611 New
OLVIG
2820
Oliver Lagore Vanvalin Investment Group
Michigan
$312K -$7.92K -117 -2%
PWM
2821
Palumbo Wealth Management
New York
$312K +$54.6K +807 +21%
WAG
2822
Wheelhouse Advisory Group
Missouri
$311K -$55.3K -813 -15%
DWM
2823
Dechtman Wealth Management
Colorado
$311K +$2.1K +31 +0.7%
VW
2824
Vance Wealth
California
$311K -$4.33K -64 -1%
ES
2825
ETF Store
Kansas
$310K -$12.5K -185 -4%