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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 %
AFAS
2876
Acorn Financial Advisory Services
Virginia
$246K -$332K -5,526 -57%
ICM
2877
Intrepid Capital Management
Florida
$246K +$88.3K +1,467 +56%
LAM
2878
L2 Asset Management
Massachusetts
$245K +$245K +4,069 New
MCB
2879
Morton Community Bank
Illinois
$244K -$16.2K -270 -6%
PSP
2880
Principal Street Partners
Tennessee
$244K -$8.77K -145 -3%
BCM
2881
BlueCrest Capital Management
Jersey
$244K -$3.75M -62,313 -94%
CWM
2882
CarsonAllaria Wealth Management
Illinois
$244K +$65.5K +1,088 +37%
AF
2883
Apexium Financial
Texas
$244K -$5.15M -85,550 -95%
TC
2884
TAP Consulting
Missouri
$244K +$181 +3 +0.1%
CTWM
2885
Cherry Tree Wealth Management
Minnesota
$243K +$3.61K +60 +2%
TCFP
2886
Treasure Coast Financial Planning
Florida
$242K +$242K +4,028 New
WPW
2887
Watershed Private Wealth
Illinois
$242K +$242K +4,026 New
TFA
2888
Tobias Financial Advisors
Florida
$242K +$242K +4,024 New
HAS
2889
HBW Advisory Services
California
$242K -$484K -3,066 -67%
CMS
2890
Capital Market Strategies
Florida
$242K
CPA
2891
Court Place Advisors
Maryland
$242K -$60 -1 -0%
TCM
2892
Towercrest Capital Management
Pennsylvania
$241K -$1.5K -25 -0.6%
RCA
2893
Ranch Capital Advisors
Florida
$241K +$421 +7 +0.2%
OTL
2894
Oak Thistle LLC
New York
$241K +$241K +4,001 New
PW
2895
Peninsula Wealth
California
$240K +$240K +3,988 New
NMG
2896
New Millennium Group
Utah
$239K +$481 +8 +0.2%
AWAP
2897
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$238K +$238K +3,961 New
OA
2898
Oceanside Advisors
South Carolina
$238K -$29.4K -489 -11%
TFF
2899
The Family Firm
Maryland
$238K +$481 +8 +0.2%
AFS
2900
Annapolis Financial Services
Maryland
$237K -$312K -5,190 -57%