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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 %
VSQM
2901
V-Square Quantitative Management
Illinois
$236K
FA
2902
Fermata Advisors
California
$236K -$331K -5,497 -58%
BWFA
2903
Baltimore-Washington Financial Advisors
Maryland
$236K +$236K +3,918 New
MIP
2904
Marietta Investment Partners
Wisconsin
$236K
LA
2905
Latitude Advisors
Florida
$235K -$20.8K -345 -8%
WIA
2906
Westbourne Investment Advisors
Maryland
$235K +$235K +3,904 New
PRI
2907
Prepared Retirement Institute
Pennsylvania
$235K
APW
2908
Acima Private Wealth
Virginia
$235K
PHWM
2909
Pine Harbor Wealth Management
Maryland
$234K -$87K -1,446 -27%
PCMC
2910
Private Capital Management (Colorado)
Colorado
$233K -$1.08K -18 -0.5%
AW
2911
Alaethes Wealth
Nevada
$232K -$3.56K -59 -2%
GWP
2912
Gateway Wealth Partners
Wisconsin
$232K -$45K -748 -16%
NEPPG
2913
New England Professional Planning Group
Rhode Island
$231K -$722 -12 -0.3%
AIMA
2914
Ables Iannone Moore & Associates
Georgia
$231K
SFS
2915
Searcy Financial Services
Kansas
$231K +$60 +1 +0%
GFG
2916
Goldstone Financial Group
Illinois
$230K -$5.3K -88 -2%
CWA
2917
Consilio Wealth Advisors
Washington
$230K +$230K +3,820 New
LP
2918
LGL Partners
Pennsylvania
$230K -$14.4K -240 -6%
PWM
2919
Palumbo Wealth Management
New York
$228K -$2.41K -40 -1%
TS
2920
Tamar Securities
California
$228K +$228K +3,790 New
PDL
2921
Portfolio Design Labs
California
$228K -$1.54M -25,593 -87%
GWM
2922
Glass Wealth Management
Texas
$228K +$228K +3,783 New
AWA
2923
Aletheian Wealth Advisors
Washington
$227K +$227K +3,773 New
JWS
2924
Juncture Wealth Strategies
Arizona
$227K +$227K +3,771 New
GA
2925
GSG Advisors
New Jersey
$227K -$1.78K -30 -0.8%