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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 %
GKIM
3126
GW&K Investment Management
Massachusetts
$170K +$29.5K +436 +21%
BIC
3127
Beach Investment Counsel
Pennsylvania
$169K +$169K +2,499 New
SWC
3128
Spectrum Wealth Counsel
Indiana
$168K +$11K +162 +7%
FFA
3129
Fairfield Financial Advisors
Massachusetts
$167K +$167K +2,469 New
CCMI
3130
Creative Capital Management Investments
California
$167K
CIR
3131
Clear Investment Research
Georgia
$162K +$37.8K +558 +30%
CWM
3132
Cranbrook Wealth Management
Michigan
$161K +$68 +1 +0%
CPG
3133
Cornerstone Planning Group
New Jersey
$160K +$2.5K +37 +2%
TAM
3134
Tucker Asset Management
Colorado
$160K +$8.53K +126 +6%
TFA
3135
Transamerica Financial Advisors
Florida
$159K
SNB
3136
Security National Bank
Nebraska
$159K
AEPWM
3137
Atlantic Edge Private Wealth Management
Florida
$154K -$33.5K -494 -18%
AWM
3138
AllSquare Wealth Management
New York
$152K
CAM
3139
Clarity Asset Management
Iowa
$151K -$3.05K -45 -2%
BFP
3140
Briaud Financial Planning
Texas
$147K -$67 -1 -0%
AWM
3141
Abound Wealth Management
Tennessee
$146K +$3.32K +49 +2%
WAM
3142
WFA Asset Management
Wisconsin
$143K +$948 +14 +0.7%
MSFP
3143
Mark Sheptoff Financial Planning
Connecticut
$142K -$47.4K -700 -25%
RDIA
3144
RE Dickinson Investment Advisors
Iowa
$142K
PO
3145
Private Ocean
California
$142K +$17.1K +253 +14%
BWP
3146
Baldwin Wealth Partners
Massachusetts
$140K +$29.5K +436 +27%
DMIC
3147
Dixon Mitchell Investment Counsel
British Columbia, Canada
$140K -$13.2K -195 -9%
AF
3148
Aviso Financial
Ontario, Canada
$138K +$138K +2,038 New
FIM
3149
FWL Investment Management
Texas
$137K +$96.5K +1,425 +238%
CH
3150
Canton Hathaway
Rhode Island
$137K