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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 %
LFA
3151
Legend Financial Advisors
Pennsylvania
$15.5K
HWM
3152
HighMark Wealth Management
Minnesota
$15.2K
CJ
3153
Caitlin John
Michigan
$14.2K -$1.69K -28 -11%
LAM
3154
Lummis Asset Management
Texas
$14.1K
VAMG
3155
Voisard Asset Management Group
Michigan
$13.5K
OCM
3156
Osterweis Capital Management
California
$12.6K +$9.03K +150 +250%
PPWM
3157
PFG Private Wealth Management
Florida
$12.1K
SCA
3158
Stuart Chaussee & Associates
California
$11.2K
TCM
3159
TruNorth Capital Management
Michigan
$10.8K +$10.8K +180 New
BOC
3160
Bull Oak Capital
California
$9.96K +$60 +1 +0.6%
APW
3161
Atlantic Private Wealth
North Carolina
$9.03K
LG
3162
LAM Group
Oregon
$9.03K
MTC
3163
Matrix Trust Company
Colorado
$9K +$9K +152 New
BMC
3164
Bear Mountain Capital
Washington
$8.95K +$7.87K +132 +733%
WF
3165
WoodTrust Financial
Wisconsin
$8.69K +$41 +677 +0.5%
TWP
3166
TFO Wealth Partners
Ohio
$8.3K -$1.63K -27 -16%
ECM
3167
Everence Capital Management
Indiana
$7.64K
HFS
3168
Horizon Financial Services
North Carolina
$7.58K +$7.58K +126 New
PP
3169
PFS Partners
New Jersey
$6.76K +$60 +1 +0.9%
EFP
3170
EnRich Financial Partners
Wisconsin
$6.09K +$6.09K +101 New
BCA
3171
Bray Capital Advisors
Florida
$5.6K
LIM
3172
Longfellow Investment Management
Massachusetts
$5.24K
BC
3173
Barrett & Company
Rhode Island
$4.87K
CPG
3174
Custom Portfolio Group
Colorado
$4.53K
NC
3175
NewSquare Capital
Pennsylvania
$4.51K