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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 %
GAM
601
Griffin Asset Management
New York
$9.91M +$238K +3,957 +2%
FAB
602
First American Bank
Illinois
$9.88M +$96.5K +1,604 +1%
ZCM
603
Ziegler Capital Management
Illinois
$9.78M -$298K -4,949 -3%
CCMINC
604
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.78M +$577K +9,553 +6%
FTDI
605
First Trust Direct Indexing
Massachusetts
$9.76M +$1.44M +23,932 +17%
AM
606
Atwater Malick
Pennsylvania
$9.76M +$275K +4,575 +3%
AAIM
607
American Assets Investment Management
California
$9.75M
TWM
608
TLW Wealth Management
Florida
$9.74M -$14.9K -248 -0.2%
AWM
609
Avitas Wealth Management
California
$9.71M +$123K +2,045 +1%
SA
610
SpiderRock Advisors
Delaware
$9.71M +$9.71M +159,541 New
PFS
611
Physicians Financial Services
North Carolina
$9.69M -$30K -499 -0.3%
SWP
612
Stratos Wealth Partners
Ohio
$9.64M -$108K -1,797 -1%
EF
613
Empowered Funds
Pennsylvania
$9.64M +$2.54M +42,173 +36%
WPC
614
Waters Parkerson & Co
Louisiana
$9.64M -$90.6K -1,506 -0.9%
M1FG
615
Mach-1 Financial Group
Arkansas
$9.64M +$620K +10,304 +7%
GF
616
Gabelli Funds
New York
$9.63M -$23.5K -390 -0.2%
MHIC
617
Marble Harbor Investment Counsel
Massachusetts
$9.61M -$16.2K -269 -0.2%
LBC
618
Lowe Brockenbrough & Co
Virginia
$9.57M -$514K -8,522 -5%
BRCM
619
Bright Rock Capital Management
Massachusetts
$9.57M
NB
620
Norinchukin Bank
Japan
$9.56M -$1.9M -31,499 -17%
GCA
621
Guardian Capital Advisors
Ontario, Canada
$9.54M -$4.81M -80,696 -34%
GAM
622
Gotham Asset Management
New York
$9.52M -$1.94M -32,161 -17%
JF
623
Jump Financial
Illinois
$9.47M +$9.47M +157,464 New
HW
624
Hancock Whitney
Mississippi
$9.46M +$751K +12,484 +9%
TW
625
Trajan Wealth
Arizona
$9.45M +$9.45M +157,016 New