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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 %
GJWM
726
Gilliland Jeter Wealth Management
Arkansas
$7.45M -$205K -3,410 -3%
SIM
727
Seaview Investment Managers
Florida
$7.44M +$7.44M +123,697 New
HL
728
HeadInvest LLC
Maine
$7.44M -$48.5K -806 -0.6%
FNBOMD
729
First National Bank of Mount Dora
Florida
$7.41M +$8K +133 +0.1%
SB
730
Strategic Blueprint
Georgia
$7.38M -$426K -7,073 -5%
JCM
731
Jacobi Capital Management
Pennsylvania
$7.36M -$12.3K -205 -0.2%
SCM
732
Schnieders Capital Management
California
$7.33M -$18.1K -300 -0.2%
FMB
733
Field & Main Bank
Kentucky
$7.33M +$59K +981 +0.8%
CB
734
Community Bank
New York
$7.32M -$169K -2,810 -2%
CK
735
Cohen Klingenstein
New York
$7.27M
CAG
736
Csenge Advisory Group
Florida
$7.27M +$135K +2,242 +2%
CCM
737
Canal Capital Management
Virginia
$7.25M +$309K +5,131 +4%
CWM
738
Cornerstone Wealth Management
Missouri
$7.23M +$399K +6,638 +6%
NSEDCP
739
NJ State Employees Deferred Compensation Plan
New Jersey
$7.22M
NM
740
NWI Management
New York
$7.22M
KWMG
741
King Wealth Management Group
Florida
$7.21M +$124K +2,064 +2%
CBTWT
742
Community Bank & Trust (Waco, Texas)
Texas
$7.2M +$76.1K +1,265 +1%
HCM
743
Hodges Capital Management
Texas
$7.2M -$977K -16,242 -12%
TW
744
TritonPoint Wealth
Maryland
$7.19M +$226K +4,540 +3%
VVP
745
Venture Visionary Partners
Ohio
$7.19M +$315K +5,231 +5%
TSW
746
Thompson Siegel & Walmsley
Virginia
$7.18M -$125K -2,083 -2%
SWA
747
SFMG Wealth Advisors
Texas
$7.13M +$21.7K +361 +0.3%
IHL
748
Investment House LLC
California
$7.11M -$119K -1,980 -2%
WP
749
WealthPLAN Partners
Nebraska
$7.09M -$858K -14,257 -11%
AHC
750
Adell Harriman & Carpenter
Texas
$7.07M +$1.07M +17,774 +18%