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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 %
BIA
3076
Bell Investment Advisors
California
$79.8K +$4.51K +75 +6%
PIS
3077
POM Investment Strategies
North Carolina
$79.2K +$33K +548 +71%
PCTC
3078
Perkins Coie Trust Company
Washington
$79.1K +$18.1K +300 +30%
CCA
3079
Criterion Capital Advisors
Tennessee
$72.9K
CIA
3080
Cape Investment Advisory
Georgia
$72.4K -$43.1K -716 -37%
CPA
3081
Clear Point Advisors
New York
$72.1K +$18.3K +304 +34%
FFO
3082
Fortitude Family Office
Arizona
$70.6K +$19.5K +324 +38%
RFG
3083
REAP Financial Group
Texas
$68.2K -$144K -2,388 -68%
IPW
3084
Impact Partnership Wealth
Georgia
$67.5K -$602 -10 -0.9%
OCM
3085
Orion Capital Management
California
$67K -$16.5K -275 -20%
AFIA
3086
America First Investment Advisors
Nebraska
$67K
BLC
3087
Brown, Lisle/Cummings
Rhode Island
$66.8K
SIA
3088
Sit Investment Associates
Minnesota
$64K
AA
3089
AlphaMark Advisors
Kentucky
$64K +$1.81K +30 +3%
CSWM
3090
Cassady Schiller Wealth Management
Ohio
$61.5K +$1.62K +27 +3%
HB
3091
Horizon Bancorp
Indiana
$60K +$14.5K +240 +32%
KFS
3092
Kelly Financial Services
Massachusetts
$58.9K
FSWA
3093
Financial Synergies Wealth Advisors
Texas
$58.2K +$38.3K +637 +193%
FRA
3094
Frank Rimerman Advisors
California
$55.4K
LFA
3095
LGT Financial Advisors
Texas
$55.1K +$180 +3 +0.3%
GIS
3096
Grayhawk Investment Strategies
Alberta, Canada
$53.8K
PWMG
3097
Private Wealth Management Group
New Jersey
$51.1K -$5.78K -96 -10%
RS
3098
Rakuten Securities
Japan
$51.1K -$485K -8,064 -90%
VWA
3099
Valued Wealth Advisors
Utah
$48.9K +$38.6K +640 +374%
TWD
3100
True Wealth Design
Ohio
$48.4K +$1.81K +30 +4%