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 %
CFS
3151
CGC Financial Services
Oregon
$135K
CMBA
3152
C.M. Bidwell & Associates
Hawaii
$135K
SHIM
3153
Stone House Investment Management
Pennsylvania
$133K +$88.8K +1,312 +200%
AT
3154
Avalon Trust
New Mexico
$132K
BIM
3155
Breakwater Investment Management
Washington
$132K
GC
3156
Garde Capital
Washington
$130K -$66.2K -981 -34%
FG
3157
Fairman Group
Pennsylvania
$122K
ICM
3158
Islay Capital Management
Texas
$122K
CMA
3159
Cedar Mountain Advisors
Oregon
$121K
OA
3160
Operose Advisors
Wisconsin
$120K -$10.2K -150 -8%
SIC
3161
SJS Investment Consulting
Ohio
$119K -$24.2K -357 -17%
AWM
3162
Activest Wealth Management
Florida
$116K +$22.5K +332 +24%
PIS
3163
POM Investment Strategies
North Carolina
$113K +$23.6K +348 +26%
LIA
3164
Luken Investment Analytics
Tennessee
$111K -$1.35K -20 -1%
FFO
3165
Fortitude Family Office
Arizona
$107K +$28K +414 +35%
SAS
3166
Stelac Advisory Services
New York
$107K +$107K +1,584 New
TSWM
3167
Tyler-Stone Wealth Management
Ohio
$102K -$131K -1,936 -56%
JEST
3168
JTC Employer Solutions Trustee
Jersey
$102K
BI
3169
Bramshill Investments
Florida
$102K +$102K +1,500 New
RWM
3170
Ruedi Wealth Management
Illinois
$99.6K +$2.71K +40 +3%
RDFA
3171
Ritter Daniher Financial Advisory
Ohio
$99.3K -$3.45K -51 -3%
RTL
3172
Red Tortoise LLC
Georgia
$98.1K
VF
3173
VitalStone Financial
Texas
$97.3K +$677 +10 +0.7%
SVCP
3174
Silicon Valley Capital Partners
California
$94.1K +$339 +5 +0.4%
BIA
3175
Bell Investment Advisors
California
$93.5K +$3.72K +55 +4%