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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 %
TLCM
3001
Twin Lakes Capital Management
California
$237K
DFG
3002
Demars Financial Group
Washington
$236K -$15.2K -224 -6%
LFS
3003
Legacy Financial Strategies
Kansas
$236K +$236K +3,456 New
SCA
3004
STALEY CAPITAL ADVISERS
Pennsylvania
$235K -$6.09K -90 -3%
MAM
3005
MMA Asset Management
Pennsylvania
$235K +$204K +3,006 +651%
FWA
3006
FSM Wealth Advisors
Ohio
$235K +$235K +3,464 New
MCB
3007
Morton Community Bank
Illinois
$234K -$40.6K -600 -15%
SWA
3008
Strata Wealth Advisors
Texas
$234K +$234K +3,458 New
EA
3009
Evolution Advisers
Virginia
$234K +$67 +1 +0%
GWM
3010
GSB Wealth Management
Connecticut
$234K +$234K +3,453 New
DW
3011
Dodds Wealth
Colorado
$234K +$234K +3,342 New
SDJVC
3012
St. Denis J. Villere & Co
Louisiana
$233K -$2.37K -35 -1%
CIAS
3013
CBIZ Investment Advisory Services
Ohio
$233K
CSA
3014
Cottage Street Advisors
Massachusetts
$233K +$233K +3,441 New
MCM
3015
Mill Capital Management
North Carolina
$233K +$233K +3,441 New
WKSWA
3016
White Knight Strategic Wealth Advisors
New Jersey
$233K
BAM
3017
Brave Asset Management
New Jersey
$233K -$52.5K -775 -18%
CAM
3018
Clark Asset Management
New Hampshire
$232K +$232K +3,431 New
JWS
3019
Juncture Wealth Strategies
Arizona
$232K -$23.2K -342 -9%
LIA
3020
Lynx Investment Advisory
District of Columbia
$232K +$232K +3,426 New
LAM
3021
LifePro Asset Management
California
$231K +$3.18K +47 +1%
ITFISA
3022
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$231K +$24.5K +362 +12%
MAC
3023
Mason & Associates (California)
California
$231K
AFP
3024
Alpha Financial Partners
Kentucky
$230K -$51.8K -765 -18%
GA
3025
Goldstein Advisors
Wisconsin
$229K +$229K +3,383 New