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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 %
TVWM
3176
Tower View Wealth Management
Wisconsin
$93.1K -$68 -1 -0.1%
CM
3177
Capula Management
Cayman Islands
$90.5K +$90.5K +1,337 New
PCTC
3178
Perkins Coie Trust Company
Washington
$89K
CPA
3179
Clear Point Advisors
New York
$88.3K +$7.18K +106 +9%
First Eagle Investment Management
3180
First Eagle Investment Management
New York
$87.5K -$358M -5,281,681 -100%
KHC
3181
Koesten Hirschmann & Crabtree
Kansas
$87.2K
UWS
3182
Unique Wealth Strategies
Illinois
$85K +$85K +1,413 New
PCA
3183
Providence Capital Advisors
North Carolina
$82.9K -$18.7K -276 -18%
CIA
3184
Cape Investment Advisory
Georgia
$82.7K +$1.22K +18 +1%
CCA
3185
Criterion Capital Advisors
Tennessee
$82.1K
VC
3186
Vestor Capital
Illinois
$82K +$82K +1,210 New
OCM
3187
Orion Capital Management
California
$75.4K
AFIA
3188
America First Investment Advisors
Nebraska
$75.4K
RFG
3189
REAP Financial Group
Texas
$74.4K -$2.44K -36 -3%
SIA
3190
Sit Investment Associates
Minnesota
$72K
AA
3191
AlphaMark Advisors
Kentucky
$72K
CSWM
3192
Cassady Schiller Wealth Management
Ohio
$69.3K
SL
3193
Salomon & Ludwin
Virginia
$67.2K -$96.6K -1,426 -59%
KFS
3194
Kelly Financial Services
Massachusetts
$66.4K +$135 +2 +0.2%
RS
3195
Rakuten Securities
Japan
$63.4K +$5.89K +87 +10%
LFA
3196
LGT Financial Advisors
Texas
$62.4K +$406 +6 +0.7%
VWA
3197
Valued Wealth Advisors
Utah
$61.9K +$6.98K +103 +13%
IWP
3198
IAG Wealth Partners
Wisconsin
$61.8K -$106K -1,568 -63%
HB
3199
Horizon Bancorp
Indiana
$61K -$6.36K -94 -9%
CC
3200
Cypress Capital
Tennessee
$60.6K +$60.6K +895 New