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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 %
GCA
626
Guardian Capital Advisors
Ontario, Canada
$10.9M -$377K -5,361 -3%
NB
627
Norinchukin Bank
Japan
$10.8M +$87.3K +1,290 +0.8%
GF
628
Gabelli Funds
New York
$10.8M -$34.5K -510 -0.3%
MHIC
629
Marble Harbor Investment Counsel
Massachusetts
$10.8M -$20.3K -300 -0.2%
TWM
630
TLW Wealth Management
Florida
$10.8M -$188K -2,772 -2%
BRCM
631
Bright Rock Capital Management
Massachusetts
$10.8M
NIM
632
NEOS Investment Management
Connecticut
$10.7M +$3.44M +50,796 +47%
FMI
633
F/M Investments
District of Columbia
$10.7M +$10.4M +152,736 +3,423%
DAS
634
Dynamic Advisor Solutions
Arizona
$10.6M +$222K +3,279 +2%
HW
635
Hancock Whitney
Mississippi
$10.6M -$47.9K -707 -0.4%
SF
636
Summit Financial
New Jersey
$10.6M +$2.8M +41,358 +36%
RC
637
RBF Capital
California
$10.5M
WM
638
WS Management
Florida
$10.5M
MWM
639
Marietta Wealth Management
Georgia
$10.5M -$126K -1,868 -1%
HT
640
Heritage Trust
Oklahoma
$10.5M +$127K +1,878 +1%
SCM
641
Shelton Capital Management
Colorado
$10.4M +$988K +14,597 +10%
MCM
642
Monarch Capital Management
Indiana
$10.4M -$127K -1,875 -1%
LBC
643
Lowe Brockenbrough & Co
Virginia
$10.3M -$395K -5,840 -4%
BC
644
Burney Company
Virginia
$10.3M +$859K +12,688 +9%
MIG
645
McGuire Investment Group
Rhode Island
$10.3M +$113K +1,663 +1%
WPC
646
Waters Parkerson & Co
Louisiana
$10.2M -$609K -9,000 -6%
VAS
647
Valicenti Advisory Services
New York
$10.2M -$254K -3,752 -2%
OPCM
648
Osborne Partners Capital Management
California
$10.2M +$77.4K +1,143 +0.8%
LFAS
649
Level Four Advisory Services
Texas
$10.2M +$6.55M +96,698 +180%
KAM
650
KEB Asset Management
Illinois
$10.2M -$31.6K -467 -0.3%