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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 %
RWM
3101
Rench Wealth Management
Texas
$202K +$202K +2,981 New
BA
3102
Bridge Advisory
California
$201K +$201K +2,975 New
FCG
3103
Fielder Capital Group
Tennessee
$201K +$201K +2,968 New
FFG
3104
Fiduciary Financial Group
California
$201K +$201K +2,865 New
DRD
3105
Dennis R. Delaney
$200K +$200K +2,960 New
S
3106
Sachetta
Massachusetts
$198K +$142K +2,052 +254%
FC
3107
Fairscale Capital
New Hampshire
$197K +$197K +2,812 New
KWAG
3108
Kiely Wealth Advisory Group
North Carolina
$192K +$3.44K +51 +2%
DCBT
3109
Dakota Community Bank & Trust
North Dakota
$189K -$5.08K -75 -3%
BCM
3110
Blume Capital Management
California
$187K
CWA
3111
Carolina Wealth Advisors
South Carolina
$187K
BGAI
3112
Bruce G. Allen Investments
Colorado
$187K -$20.1K -297 -10%
MSG
3113
Main Street Group
Virginia
$187K -$3.98K -59 -2%
DP
3114
Denver PWM
Colorado
$186K +$186K +2,749 New
MWA
3115
Miller Wealth Advisors
Colorado
$185K
BHWM
3116
Beaird Harris Wealth Management
Texas
$185K +$57.1K +843 +45%
MFA
3117
McClarren Financial Advisors
Pennsylvania
$184K -$1.67M -2,449 -90%
CP
3118
Camelot Portfolios
Ohio
$183K +$183K +2,700 New
PCFFS
3119
Pacific Center for Financial Services
California
$182K
W
3120
WealthCollab
Washington
$182K +$2.84K +42 +2%
C
3121
Covestor
United Kingdom
$180K +$6.52K +96 +4%
DFA
3122
DHJJ Financial Advisors
Illinois
$173K -$6.09K -90 -3%
MIM
3123
Macroview Investment Management
Maryland
$173K +$8.67K +128 +5%
FFA
3124
Frazier Financial Advisors
Ohio
$171K +$6.16K +91 +4%
JSAM
3125
J. Safra Asset Management
New York
$170K