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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 %
ZRP
3251
Zynergy Retirement Planning
New Jersey
$20.3K +$20.3K +300 New
RWA
3252
Redmont Wealth Advisors
Illinois
$19.5K
FW
3253
Fairway Wealth
Ohio
$19.3K +$19.3K +285 New
TIM
3254
Tortoise Investment Management
New York
$19.1K
SWM
3255
Sanctuary Wealth Management
Idaho
$18.3K
LFA
3256
Legend Financial Advisors
Pennsylvania
$17.5K
ACM
3257
Anfield Capital Management
California
$17.3K +$17.3K +255 New
CJ
3258
Caitlin John
Michigan
$16K +$68 +1 +0.4%
LAM
3259
Lummis Asset Management
Texas
$15.8K
IWA
3260
IBEX Wealth Advisors
New Jersey
$15.6K +$15.6K +231 New
VAMG
3261
Voisard Asset Management Group
Michigan
$15.2K
OCM
3262
Osterweis Capital Management
California
$14.2K
HWM
3263
HighMark Wealth Management
Minnesota
$13.8K
PPWM
3264
PFG Private Wealth Management
Florida
$13.6K
BFA
3265
BBJS Financial Advisors
Washington
$13.2K +$13.2K +195 New
SCA
3266
Stuart Chaussee & Associates
California
$12.6K
LG
3267
LAM Group
Oregon
$12.4K +$2.23K +33 +22%
WOSD
3268
WFA of San Diego
California
$10.9K +$10.9K +161 New
NAAA
3269
New Age Alpha Advisors
New York
$10.8K +$10.8K +160 New
BMC
3270
Bear Mountain Capital
Washington
$10.4K
APW
3271
Atlantic Private Wealth
North Carolina
$10.2K
WCM
3272
Westend Capital Management
California
$8.91K -$10.3K -153 -54%
HFS
3273
Horizon Financial Services
North Carolina
$8.53K
ETS
3274
ESL Trust Services
New York
$7.79K +$7.79K +115 New
ECM
3275
Everence Capital Management
Indiana
$7.53K