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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 %
CL
601
Choreo LLC
Illinois
$11.5M +$7M +103,668 +157%
CSIC
602
Clifford Swan Investment Counsel
California
$11.5M -$76.9K -1,136 -0.7%
DWM
603
Dorchester Wealth Management
Quebec, Canada
$11.5M -$893K -13,185 -7%
BHWM
604
Bar Harbor Wealth Management
New Hampshire
$11.4M -$105K -1,546 -0.9%
AWAG
605
ARS Wealth Advisors Group
Florida
$11.4M -$131K -1,933 -1%
PWW
606
Pettyjohn Wood & White
Virginia
$11.4M -$82K -1,211 -0.7%
MCM
607
Mattern Capital Management
Colorado
$11.4M -$118K -1,736 -1%
LMIM
608
Lockheed Martin Investment Management
Maryland
$11.3M -$409K -6,040 -3%
LDB
609
Lee, Danner & Bass
Tennessee
$11.3M +$11.3M +167,010 New
MWM
610
Moran Wealth Management
Florida
$11.3M +$79K +1,166 +0.7%
SPG
611
Strategic Planning Group
Utah
$11.2M +$1.22M +18,039 +12%
CFG
612
Citizens Financial Group
Rhode Island
$11.2M +$1.23M +18,127 +12%
SMI
613
Shelter Mutual Insurance
Missouri
$11.2M
FTC
614
Farmers Trust Company
Ohio
$11.1M -$96.4K -1,424 -0.9%
EWA
615
EP Wealth Advisors
California
$11.1M +$1.12M +16,545 +11%
ZDA
616
Zweig-DiMenna Associates
New York
$11.1M -$5.55M -82,010 -33%
AM
617
Atwater Malick
Pennsylvania
$11.1M +$105K +1,554 +1%
CCMINC
618
Cardinal Capital Management Inc (North Carolina)
North Carolina
$11M +$20.2K +299 +0.2%
PFS
619
Physicians Financial Services
North Carolina
$11M +$72.9K +1,076 +0.7%
AAIM
620
American Assets Investment Management
California
$11M
AWM
621
Avitas Wealth Management
California
$11M +$34.3K +507 +0.3%
GAM
622
Griffin Asset Management
New York
$10.9M -$224K -3,306 -2%
TCOV
623
Trust Company of Vermont
Vermont
$10.9M +$616K +9,096 +6%
M1FG
624
Mach-1 Financial Group
Arkansas
$10.9M +$76.9K +1,135 +0.7%
FVWA
625
Foster Victor Wealth Advisors
South Carolina
$10.9M +$52.3K +747 +0.5%