WMT icon

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 %
BFIC
3026
Bedell Frazier Investment Counselling
California
$229K +$229K +3,377 New
AIMC
3027
Alley Investment Management Company
Illinois
$228K +$228K +3,367 New
SFSG
3028
Sound Financial Strategies Group
Mississippi
$228K -$484K -7,153 -68%
CAM
3029
Campion Asset Management
Virginia
$228K -$3.72K -55 -2%
TFIPS
3030
Towarzystwo Funduszy Inwestycyjnych PZU SA
$227K
VSQM
3031
V-Square Quantitative Management
Illinois
$227K -$38.8K -573 -15%
MWM
3032
Mittelman Wealth Management
Massachusetts
$227K +$227K +3,348 New
SDWIA
3033
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$226K +$1.08K +16 +0.5%
CWA
3034
CJM Wealth Advisers
Virginia
$226K -$202 -3 -0.1%
FWM
3035
Fonville Wealth Management
Virginia
$226K +$226K +3,339 New
AFM
3036
Armstrong Fleming & Moore
District of Columbia
$225K
RRCM
3037
Rappaport Reiches Capital Management
Illinois
$225K +$225K +3,329 New
BCMO
3038
Buckingham Capital Management (Ohio)
Ohio
$225K +$225K +3,317 New
TFG
3039
Taylor Financial Group
Virginia
$224K +$224K +3,315 New
IDA
3040
Intelligence Driven Advisers
California
$224K +$224K +3,313 New
OWM
3041
Opes Wealth Management
California
$224K +$224K +3,312 New
SIC
3042
Schwartz Investment Counsel
Michigan
$223K +$223K +3,300 New
NME
3043
Notis-McConarty Edward
$223K +$223K +3,300 New
BWA
3044
BlueSky Wealth Advisors
North Carolina
$223K +$223K +3,300 New
KFA
3045
Kapstone Financial Advisors
Ohio
$223K +$223K +3,297 New
WCA
3046
Waypoint Capital Advisors
Minnesota
$223K +$223K +3,295 New
BWA
3047
Blodgett Wealth Advisors
California
$223K +$223K +3,293 New
EE
3048
EWG Elevate
California
$223K +$223K +3,292 New
Fiera Capital (Canada)
3049
Fiera Capital (Canada)
Quebec, Canada
$222K +$222K +3,282 New
PPWM
3050
Paragon Private Wealth Management
Kentucky
$222K +$222K +3,281 New