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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 %
JF
526
Jump Financial
Illinois
$14.5M +$3.83M +56,637 +36%
LA
527
Lynch & Associates
Indiana
$14.5M +$260K +3,839 +2%
CIC
528
Carnegie Investment Counsel
Ohio
$14.4M -$384K -5,669 -3%
AWM
529
AE Wealth Management
Kansas
$14.3M +$3.84M +56,658 +37%
JIR
530
James Investment Research
Ohio
$14.1M -$464K -6,847 -3%
IWC
531
Integrated Wealth Concepts
Massachusetts
$14M +$1.4M +20,716 +11%
TRCT
532
Tower Research Capital (TRC)
New York
$13.9M -$3.26M -48,118 -19%
CA
533
Callahan Advisors
Texas
$13.9M -$312K -4,612 -2%
AHB
534
Abner Herrman & Brock
New Jersey
$13.8M +$12.8K +189 +0.1%
EF
535
Empowered Funds
Pennsylvania
$13.8M +$2.94M +43,436 +27%
HIC
536
Hartline Investment Corp
Illinois
$13.7M +$12.5M +184,804 +1,012%
William Blair Investment Management
537
William Blair Investment Management
Illinois
$13.7M +$10.3M +152,845 +308%
CIA
538
CCM Investment Advisers
South Carolina
$13.7M +$116K +1,717 +0.9%
WCM
539
Whitener Capital Management
North Carolina
$13.7M +$395K +5,829 +3%
BFS
540
Bradley Foster & Sargent
Connecticut
$13.7M +$628K +9,275 +5%
LI
541
LMCG Investments
Massachusetts
$13.7M -$11.1K -164 -0.1%
Dodge & Cox
542
Dodge & Cox
California
$13.7M -$342K -5,050 -2%
AT
543
Arvest Trust
Oklahoma
$13.6M +$78.1K +1,153 +0.6%
MGP
544
Metis Global Partners
California
$13.5M -$232K -3,425 -2%
FG
545
Fiduciary Group
Georgia
$13.4M -$226K -3,339 -2%
NPT
546
Nixon Peabody Trust
Massachusetts
$13.2M -$475K -7,009 -3%
AIM
547
Allen Investment Management
New York
$13.1M -$9.95K -147 -0.1%
MWM
548
Modera Wealth Management
New Jersey
$13.1M -$433K -6,402 -3%
RCYC
549
Richard C. Young & Co
Rhode Island
$13.1M +$503K +7,435 +4%
CLOS
550
Compagnie Lombard Odier SCmA
Switzerland
$13.1M +$1.92M +28,372 +17%