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Walmart

2,588 hedge funds and large institutions have $112B invested in Walmart in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,119 increasing their positions, 1,002 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
44.75%
Holding in Top 10
116
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.72%
% of All Funds
2.01%
New
151
Increased
1,119
Reduced
1,002
Closed
135
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PT
701
Plimoth Trust
Massachusetts
$4.64M -$28.1K -651 -0.6%
FTA
702
Financial & Tax Architects
Missouri
$4.62M +$395K +9,132 +9%
BA
703
Baugh & Associates
Georgia
$4.56M +$498K +11,514 +12%
BG
704
Bahl & Gaynor
Ohio
$4.56M -$48.6K -1,125 -1%
SWM
705
Scissortail Wealth Management
Oklahoma
$4.55M +$632K +13,467 +16%
CW
706
CreativeOne Wealth
Kansas
$4.54M +$877K +20,277 +24%
IWC
707
Integrated Wealth Concepts
Massachusetts
$4.52M +$264K +6,117 +6%
WAOTB
708
Wealth Advisors of Tampa Bay
Florida
$4.52M -$4.23M -97,881 -48%
BB
709
Busey Bank
Illinois
$4.51M -$5.71K -132 -0.1%
GIM
710
Grassi Investment Management
California
$4.5M
BL
711
Balentine LLC
Georgia
$4.5M +$2.8M +64,749 +165%
JWCA
712
J.W. Cole Advisors
Florida
$4.49M +$288K +6,660 +7%
EF
713
Empirical Finance
Pennsylvania
$4.45M +$727K +16,824 +20%
IHL
714
Investment House LLC
California
$4.44M +$418K +9,675 +10%
PWP
715
Perfromance Wealth Partners
Illinois
$4.41M +$401K +9,264 +10%
IC
716
IEQ Capital
California
$4.39M +$2.34M +54,138 +114%
ST
717
Spinnaker Trust
Maine
$4.39M +$38.9K +900 +0.9%
WAS
718
Wesleyan Assurance Society
United Kingdom
$4.38M +$64.9K +1,500 +2%
EAMA
719
EFG Asset Management (Americas)
Florida
$4.33M +$863K +19,875 +25%
RFM
720
Royal Fund Management
Florida
$4.33M -$9.47K -219 -0.2%
CIA
721
Capital Investment Advisors
Georgia
$4.31M +$51.5K +1,191 +1%
AssetMark Inc
722
AssetMark Inc
California
$4.29M +$1.89M +43,797 +79%
WWM
723
Western Wealth Management
Colorado
$4.29M +$402K +9,078 +10%
MAM
724
Meeder Asset Management
Ohio
$4.29M +$1.89M +43,737 +79%
SWP
725
Strategic Wealth Partners
Ohio
$4.29M +$19.7K +456 +0.5%