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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 %
KFC
2976
Klingenstein Fields & Co
New York
$246K -$50.7K -749 -17%
IA
2977
IFG Advisors
Missouri
$245K +$8.4K +124 +4%
PHAM
2978
Palisades Hudson Asset Management
Florida
$245K +$1.63K +24 +0.7%
TWA
2979
Talisman Wealth Advisors
New Jersey
$245K +$16.4K +242 +7%
SPI
2980
Sutton Place Investors
New York
$245K -$1.49M -21,979 -86%
WGCA
2981
Wolf Group Capital Advisors
Virginia
$245K +$245K +3,615 New
ECAM
2982
East Coast Asset Management
Massachusetts
$244K -$2.44K -36 -1%
FAM
2983
Flaharty Asset Management
Florida
$244K +$406 +6 +0.2%
CFP
2984
Curran Financial Partners
South Carolina
$244K +$16.5K +244 +7%
MIM
2985
Meixler Investment Management
Arizona
$244K +$10.7K +158 +5%
AC
2986
Avenir Corporation
Virginia
$243K
EL
2987
Essex LLC
Illinois
$242K +$242K +3,568 New
CPIA
2988
Cornell Pochily Investment Advisors
New York
$241K +$3.45K +51 +1%
SCM
2989
Semanteon Capital Management
Massachusetts
$240K -$139K -2,059 -37%
SL
2990
Sentinus LLC
Illinois
$240K -$115K -1,691 -32%
ECML
2991
Eagle Capital Management (Louisiana)
Louisiana
$240K -$9.97K -147 -4%
SCM
2992
Sterneck Capital Management
Missouri
$240K
CGA
2993
Crescent Grove Advisors
Illinois
$240K +$240K +3,539 New
MWM
2994
Marion Wealth Management
Pennsylvania
$239K +$4.54K +67 +2%
GWM
2995
Glass Wealth Management
Texas
$239K -$16.9K -250 -7%
CFA
2996
Cahill Financial Advisors
Minnesota
$239K +$11K +162 +5%
TFCP
2997
Twin Focus Capital Partners
Massachusetts
$239K
APW
2998
Aurora Private Wealth
New Jersey
$238K -$71.4K -1,056 -23%
LWA
2999
Lantern Wealth Advisors
New York
$238K +$609 +9 +0.3%
BDF
3000
Black Diamond Financial
Maryland
$237K +$237K +3,501 New