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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 %
JCFM
2851
JBR Co Financial Management
Oklahoma
$299K
SW
2852
Schulz Wealth
Texas
$298K -$24.4K -360 -8%
AWA
2853
Aletheian Wealth Advisors
Washington
$298K +$42.5K +627 +17%
EL
2854
EMFO LLC
Florida
$298K
AFAS
2855
Acorn Financial Advisory Services
Virginia
$297K +$20.2K +298 +7%
VW
2856
Veridan Wealth
Oregon
$297K +$297K +3,042 New
RA
2857
Rise Advisors
New York
$297K +$1.9K +28 +0.6%
QC
2858
QCM Cayman
Texas
$296K +$296K +4,378 New
FNBSF
2859
First National Bank Sioux Falls
South Dakota
$296K
UF
2860
Univest Financial
Pennsylvania
$295K -$27.9K -412 -9%
OWA
2861
ORBA Wealth Advisors
Illinois
$295K +$295K +4,359 New
VFG
2862
V2 Financial group
Illinois
$295K -$13.6K -195 -4%
MPW
2863
MGO Private Wealth
California
$295K +$542 +8 +0.2%
FFWM
2864
Future Financial Wealth Management
Ohio
$295K
TWM
2865
TriaGen Wealth Management
California
$295K
FSA
2866
Financial Sense Advisors
California
$293K +$339 +5 +0.1%
CCM
2867
Crew Capital Management
Ohio
$292K
HFW
2868
Horizon Family Wealth
Illinois
$292K +$1.69K +25 +0.6%
TRIA
2869
Trail Ridge Investment Advisors
Colorado
$291K +$37.9K +559 +15%
NFG
2870
Nadler Financial Group
Illinois
$291K
W
2871
WPWealth
Texas
$290K +$2.91K +43 +1%
ODIJL
2872
One Day In July LLC
Vermont
$290K +$6.5K +96 +2%
V
2873
VeraBank
Texas
$290K +$290K +4,276 New
SF
2874
Safeguard Financial
Wisconsin
$289K +$289K +4,276 New
CWC
2875
Carolinas Wealth Consulting
North Carolina
$289K +$2.37K +35 +0.8%