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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 %
AWS
451
Atria Wealth Solutions
New York
$19.3M -$733K -10,821 -4%
CS
452
Candriam SCA
Luxembourg
$19.3M -$590K -8,721 -3%
MIF
453
Mediolanum International Funds
Ireland
$19.2M -$15.1M -238,420 -44%
HPG
454
Harvest Portfolios Group
Ontario, Canada
$19.1M +$19.1M +282,368 New
CIA
455
Concurrent Investment Advisors
Florida
$19.1M +$3.62M +53,415 +23%
TI
456
Tidal Investments
Wisconsin
$19.1M +$931K +13,753 +5%
AP
457
Atwood & Palmer
Missouri
$19M -$75K -1,107 -0.4%
SSB
458
Sandy Spring Bank
Maryland
$19M -$375K -5,535 -2%
NWM
459
Nicola Wealth Management
British Columbia, Canada
$19M
HPC
460
HM Payson & Co
Maine
$18.9M -$444K -6,551 -2%
WCMN
461
Westchester Capital Management (Nebraska)
Nebraska
$18.9M -$421K -6,219 -2%
ETC
462
Exchange Traded Concepts
Oklahoma
$18.7M -$839K -12,393 -4%
SIMG
463
Sonora Investment Management Group
Arizona
$18.7M
WCM
464
Woodson Capital Management
Connecticut
$18.6M -$1.35M -20,000 -7%
HIMCH
465
Hartford Investment Management Co (HIMCO)
Connecticut
$18.5M -$207K -3,053 -1%
MC
466
Moors & Cabot
Massachusetts
$18.5M +$616K +9,094 +3%
BFA
467
Bragg Financial Advisors
North Carolina
$18.4M -$720K -10,627 -4%
TH
468
TCTC Holdings
Texas
$18.2M -$154K -2,273 -0.8%
MIM
469
Marco Investment Management
Georgia
$18.1M +$226K +3,331 +1%
SC
470
SouthState Corp
Florida
$18M +$122K +1,803 +0.7%
AWM
471
Axxcess Wealth Management
California
$17.9M +$2.96M +43,642 +20%
SCA
472
Snowden Capital Advisors
New York
$17.9M +$1.01M +14,879 +6%
PF
473
Phoenix Financial
Israel
$17.8M +$813K +12,004 +5%
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$17.8M -$499K -7,370 -3%
SCA
475
Stonebridge Capital Advisors
Minnesota
$17.8M +$38.4K +567 +0.2%