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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 %
FFA
3026
Frazier Financial Advisors
Ohio
$147K +$7.16K +119 +5%
MIM
3027
Macroview Investment Management
Maryland
$146K
SL
3028
Salomon & Ludwin
Virginia
$145K +$68.6K +1,140 +89%
CWM
3029
Cranbrook Wealth Management
Michigan
$143K
TFA
3030
Transamerica Financial Advisors
Florida
$141K -$1.05M -17,445 -88%
SNB
3031
Security National Bank
Nebraska
$141K -$23.3K -387 -14%
CPG
3032
Cornerstone Planning Group
New Jersey
$139K -$20.8K -347 -13%
SWC
3033
Spectrum Wealth Counsel
Indiana
$139K -$40.1K -667 -22%
CAM
3034
Clarity Asset Management
Iowa
$137K -$6.74K -112 -5%
DMIC
3035
Dixon Mitchell Investment Counsel
British Columbia, Canada
$137K +$137K +2,265 New
AWM
3036
AllSquare Wealth Management
New York
$135K
TAM
3037
Tucker Asset Management
Colorado
$135K +$25.3K +420 +23%
FUBT
3038
First United Bank & Trust
Maryland
$134K +$6.5K +108 +5%
BFP
3039
Briaud Financial Planning
Texas
$132K +$132K +2,184 New
SIC
3040
SJS Investment Consulting
Ohio
$127K +$33.3K +554 +35%
S
3041
Sachetta
Massachusetts
$127K -$255K -1,614 -67%
AWM
3042
Abound Wealth Management
Tennessee
$127K +$1.5K +25 +1%
RDIA
3043
RE Dickinson Investment Advisors
Iowa
$127K
WAM
3044
WFA Asset Management
Wisconsin
$126K +$421 +7 +0.3%
GKIM
3045
GW&K Investment Management
Massachusetts
$125K +$1.5K +25 +1%
CH
3046
Canton Hathaway
Rhode Island
$121K
CFS
3047
CGC Financial Services
Oregon
$120K
CMBA
3048
C.M. Bidwell & Associates
Hawaii
$120K +$542 +9 +0.5%
AT
3049
Avalon Trust
New Mexico
$117K
BIM
3050
Breakwater Investment Management
Washington
$117K +$117K +1,946 New