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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 %
RIM
2901
Reliant Investment Management
Tennessee
$278K
KAM
2902
Knightsbridge Asset Management
California
$277K +$277K +4,098 New
LAM
2903
L2 Asset Management
Massachusetts
$276K +$880 +13 +0.3%
CPA
2904
Court Place Advisors
Maryland
$276K +$4.06K +60 +1%
WF
2905
Whelan Financial
California
$275K +$21.1K +311 +8%
PCMC
2906
Private Capital Management (Colorado)
Colorado
$275K +$12.7K +188 +5%
FA
2907
FDx Advisors
Illinois
$275K -$164K -2,423 -37%
DW30
2908
Drucker Wealth 3.0
New Jersey
$275K +$275K +4,059 New
TC
2909
TAP Consulting
Missouri
$274K
GWA
2910
Gratus Wealth Advisors
Virginia
$274K +$19.3K +273 +8%
CTWM
2911
Cherry Tree Wealth Management
Minnesota
$274K +$745 +11 +0.3%
PSP
2912
Principal Street Partners
Tennessee
$274K
AWM
2913
Austin Wealth Management
Texas
$273K +$2.37K +34 +0.9%
CB
2914
Chris Bulman
California
$273K +$273K +4,031 New
TCFP
2915
Treasure Coast Financial Planning
Florida
$273K
TWP
2916
Tower Wealth Partners
Pennsylvania
$273K -$199K -2,939 -42%
OWG
2917
Oxford Wealth Group
Florida
$272K -$26.7K -394 -9%
CMS
2918
Capital Market Strategies
Florida
$272K
TCM
2919
Towercrest Capital Management
Pennsylvania
$272K
QAM
2920
Q3 Asset Management
Michigan
$271K +$271K +4,017 New
CASB
2921
Cape Ann Savings Bank
Massachusetts
$271K +$271K +4,002 New
WP
2922
Waycross Partners
Kentucky
$271K +$271K +4,000 New
TCBWMS
2923
Texas Capital Bank Wealth Management Services
Texas
$270K +$270K +3,994 New
GHAM
2924
Gilman Hill Asset Management
Connecticut
$270K +$270K +3,991 New
TFF
2925
The Family Firm
Maryland
$268K +$1.02K +15 +0.4%