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 %
AWA
3051
Acorn Wealth Advisors
Michigan
$221K +$221K +3,264 New
TIA
3052
Trust Investment Advisors
Indiana
$221K +$221K +3,261 New
FNC
3053
First National Corp
Massachusetts
$220K +$220K +3,256 New
OAM
3054
Oberweis Asset Management
Illinois
$219K +$219K +3,233 New
WA
3055
Wealthstream Advisors
New York
$218K +$218K +3,213 New
LP
3056
LGL Partners
Pennsylvania
$217K -$41.9K -619 -16%
NMC
3057
Nine Masts Capital
Hong Kong
$217K +$217K +3,200 New
LRIA
3058
Leonard Rickey Investment Advisors
Washington
$216K +$216K +3,197 New
1W
3059
1776 Wealth
Georgia
$216K +$216K +3,189 New
TDC
3060
Thompson Davis & Co
Virginia
$216K +$216K +3,186 New
BF
3061
Blankinship & Foster
California
$216K +$216K +3,185 New
TF
3062
Threadgill Financial
Texas
$216K -$15.8K -234 -7%
AFWM
3063
Abich Financial Wealth Management
Virginia
$215K +$3.79K +56 +2%
WLPWM
3064
Walled Lake Planning & Wealth Management
Illinois
$215K +$215K +3,181 New
MAM
3065
Madison Asset Management
Wisconsin
$214K +$214K +3,162 New
BSA
3066
Bull Street Advisors
Georgia
$214K +$214K +3,165 New
VAF
3067
Values Added Financial
District of Columbia
$213K +$213K +3,148 New
YWS
3068
Yarger Wealth Strategies
Ohio
$212K +$212K +3,136 New
HP
3069
Hyperion Partners
Pennsylvania
$212K +$212K +3,133 New
IWN
3070
Independent Wealth Network
Iowa
$212K +$212K +3,133 New
RIS
3071
Retirement Income Solutions
Michigan
$212K -$16.5K -244 -7%
BA
3072
BCM Advisors
Louisiana
$212K +$212K +3,033 New
HWA
3073
Hilltop Wealth Advisors
North Carolina
$212K +$212K +3,125 New
AFG
3074
Altiora Financial Group
Ohio
$211K +$211K +3,111 New
HWM
3075
Horizon Wealth Management
Illinois
$210K -$82.2K -1,214 -28%