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Walmart

3,431 hedge funds and large institutions have $220B invested in Walmart in 2024 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 1,440 increasing their positions, 1,357 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,431
Holders Change
+146
Holders Change %
+4.44%
% of All Funds
49.62%
Holding in Top 10
190
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+27.52%
% of All Funds
2.75%
New
279
Increased
1,440
Reduced
1,357
Closed
92
Calls
$5.07B
Puts
$4.07B
Net Calls
+$1.01B
Net Calls Change
+$1.07B
Name Holding Trade Value Shares
Change
Shares
Change %
GWSA
3276
Global Wealth Strategies & Associates
Colorado
$181K -$455K -5,636 -71%
NPP
3277
New Potomac Partners
Maryland
$180K +$180K +2,230 New
CAM
3278
Clarity Asset Management
Iowa
$177K -$4.04K -50 -2%
BFP
3279
Briaud Financial Planning
Texas
$176K
AWM
3280
Abound Wealth Management
Tennessee
$175K
WAM
3281
WFA Asset Management
Wisconsin
$171K +$484 +6 +0.3%
MSFP
3282
Mark Sheptoff Financial Planning
Connecticut
$170K
RDIA
3283
RE Dickinson Investment Advisors
Iowa
$170K
GC
3284
Garde Capital
Washington
$168K +$12.4K +154 +8%
CMBA
3285
C.M. Bidwell & Associates
Hawaii
$166K +$5.01K +62 +3%
CH
3286
Canton Hathaway
Rhode Island
$163K
SVCP
3287
Silicon Valley Capital Partners
California
$161K +$48.6K +602 +43%
AEPWM
3288
Atlantic Edge Private Wealth Management
Florida
$160K -$22.7K -281 -12%
SHIM
3289
Stone House Investment Management
Pennsylvania
$159K +$81 +1 +0.1%
AT
3290
Avalon Trust
New Mexico
$157K
BIM
3291
Breakwater Investment Management
Washington
$157K
CC
3292
Centiva Capital
New York
$153K -$675K -8,354 -81%
OA
3293
Operose Advisors
Wisconsin
$149K +$6.14K +76 +4%
FG
3294
Fairman Group
Pennsylvania
$146K
ICM
3295
Islay Capital Management
Texas
$145K
BIC
3296
Beach Investment Counsel
Pennsylvania
$145K -$56.3K -699 -28%
SIC
3297
SJS Investment Consulting
Ohio
$144K +$2.26K +28 +2%
ABWM
3298
Alpine Bank Wealth Management
Colorado
$143K +$143K +1,771 New
CFS
3299
CGC Financial Services
Oregon
$139K -$22K -272 -14%
CMA
3300
Cedar Mountain Advisors
Oregon
$136K -$8.64K -107 -6%