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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 %
RP
551
Rowlandmiller & Partners
Georgia
$13M -$121K -1,785 -0.9%
AF
552
Allworth Financial
California
$13M +$648K +9,159 +5%
TW
553
Transform Wealth
Colorado
$12.9M +$1.18M +17,471 +10%
CHC
554
City Holding Co
West Virginia
$12.9M -$27.4K -404 -0.2%
N
555
Natixis
France
$12.9M -$49.5M -731,640 -79%
P
556
&Partners
Tennessee
$12.9M +$7.08M +104,495 +123%
RWM
557
Ritholtz Wealth Management
New York
$12.8M +$192K +2,839 +2%
SW
558
Simplicity Wealth
New Jersey
$12.8M -$947K -13,983 -7%
JC
559
JB Capital
Connecticut
$12.8M +$368K +5,441 +3%
BBHC
560
Brown Brothers Harriman & Co
New York
$12.8M -$472K -6,967 -4%
AWA
561
Arkadios Wealth Advisors
Georgia
$12.7M +$1.33M +19,648 +12%
FTDI
562
First Trust Direct Indexing
Massachusetts
$12.7M +$1.73M +25,498 +16%
FAT
563
First American Trust
California
$12.7M +$809K +11,950 +7%
GVAG
564
Great Valley Advisor Group
Delaware
$12.7M +$986K +14,569 +8%
TW
565
Trajan Wealth
Arizona
$12.6M +$2.01M +29,713 +19%
CF
566
Clarity Financial
Texas
$12.6M +$3.66M +54,038 +41%
WIM
567
WealthPlan Investment Management
Nebraska
$12.6M +$350K +5,174 +3%
NLGIA
568
Nippon Life Global Investors Americas
New York
$12.6M +$3.21M +47,380 +34%
GS
569
GTS Securities
New York
$12.5M -$4.96M -73,189 -28%
AWM
570
Apollon Wealth Management
South Carolina
$12.5M +$47.3K +699 +0.4%
SWP
571
Stratos Wealth Partners
Ohio
$12.5M +$1.6M +23,584 +15%
WB
572
Webster Bank
Connecticut
$12.4M -$376K -5,553 -3%
TC
573
TownSquare Capital
Utah
$12.4M +$1.02M +15,076 +9%
OCM
574
One Capital Management
California
$12.4M +$608K +8,978 +5%
GA
575
GFS Advisors
Texas
$12.4M -$35.3B -185,396 -100%