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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 %
AC
2826
Anson Capital
Georgia
$310K -$33K -488 -10%
EM
2827
ELCO Management
New York
$309K +$1.69K +25 +0.6%
CWM
2828
CarsonAllaria Wealth Management
Illinois
$309K +$34.6K +511 +13%
CTA
2829
Chesley Taft & Associates
Illinois
$309K +$60.9K +900 +25%
BWFA
2830
Baltimore-Washington Financial Advisors
Maryland
$309K +$43.4K +641 +16%
TP
2831
Tranquility Partners
Tennessee
$308K +$2.51K +37 +0.8%
FWM
2832
Forza Wealth Management
Florida
$308K
CPA
2833
Capital Performance Advisors
California
$308K +$7.65K +113 +3%
RWA
2834
Rooted Wealth Advisors
Illinois
$307K +$307K +4,332 New
PJWM
2835
Philip James Wealth Mangement
Georgia
$306K -$12.6K -186 -4%
AA
2836
Aire Advisors
California
$305K +$1.29K +19 +0.4%
KFI
2837
Key Financial Inc
Pennsylvania
$305K
HCM
2838
Huber Capital Management
California
$305K
CWM
2839
C2C Wealth Management
Arizona
$305K
KLWA
2840
Kelly Lawrence W & Associates
California
$305K +$102K +1,500 +50%
IPAM
2841
Investment Partners Asset Management
New Jersey
$304K
MCAI
2842
Members Capital Advisors Inc
Wisconsin
$303K
MGWM
2843
Marks Group Wealth Management
Minnesota
$303K -$16.3K -241 -5%
FP
2844
Financial Perspectives
Minnesota
$303K -$17.9K -264 -6%
SWM
2845
Sendero Wealth Management
Texas
$303K +$7.58K +112 +3%
TCM
2846
Tang Capital Management
California
$302K +$302K +4,460 New
AF
2847
Apexium Financial
Texas
$302K +$27K +399 +10%
GF
2848
Gries Financial
Ohio
$301K +$49.4K +729 +20%
MWA
2849
Motive Wealth Advisors
Michigan
$300K -$3.66K -54 -1%
TS
2850
Tamar Securities
California
$300K +$43.1K +636 +17%