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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 %
NWM
451
Nicola Wealth Management
British Columbia, Canada
$16.9M -$8.12M -135,000 -33%
WB
452
WesBanco Bank
West Virginia
$16.7M +$2.45M +40,794 +17%
HIMCH
453
Hartford Investment Management Co (HIMCO)
Connecticut
$16.6M -$693K -11,522 -4%
BRWA
454
B. Riley Wealth Advisors
Florida
$16.6M -$31.6M -197,395 -66%
MFAM
455
Motley Fool Asset Management
Virginia
$16.5M +$2.07M +34,445 +14%
USCWA
456
U.S. Capital Wealth Advisors
Texas
$16.5M -$983K -16,339 -6%
PMAM
457
Picton Mahoney Asset Management
Ontario, Canada
$16.4M +$2.71M +45,114 +20%
TH
458
TCTC Holdings
Texas
$16.3M -$106K -1,769 -0.6%
VanEck Associates
459
VanEck Associates
New York
$16.3M +$1.05M +17,505 +7%
DCM
460
Dupont Capital Management
Delaware
$16.3M -$2.12M -35,256 -12%
Envestnet Portfolio Solutions
461
Envestnet Portfolio Solutions
Illinois
$16.2M +$3.77M +62,711 +30%
MYLI
462
Meiji Yasuda Life Insurance
Japan
$16.2M +$5.42M +90,014 +50%
TI
463
Tidal Investments
Wisconsin
$16.1M -$4.18M -69,382 -21%
MIM
464
Marco Investment Management
Georgia
$15.9M +$32K +532 +0.2%
SC
465
SouthState Corp
Florida
$15.9M -$5.48K -91 -0%
MC
466
Moors & Cabot
Massachusetts
$15.9M +$1.1M +18,269 +7%
ACA
467
Anchor Capital Advisors
Massachusetts
$15.9M -$2.51M -41,762 -14%
SCA
468
Stonebridge Capital Advisors
Minnesota
$15.8M +$208K +3,452 +1%
CCS
469
Concentric Capital Strategies
Connecticut
$15.7M +$15.7M +260,324 New
OAM
470
Oppenheimer Asset Management
New York
$15.6M -$2.74M -45,515 -15%
SGAM
471
Smith Group Asset Management
Texas
$15.6M -$6.55M -108,900 -30%
SWM
472
Segment Wealth Management
Texas
$15.6M +$584K +9,703 +4%
MA
473
Montag & Associates
Georgia
$15.6M +$129K +2,133 +0.8%
GS
474
GTS Securities
New York
$15.5M +$11.2M +186,730 +261%
SCA
475
Stillwater Capital Advisors
Pennsylvania
$15.5M +$24.4K +405 +0.2%