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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 %
CFSG
776
Community Financial Services Group
Vermont
$7.68M +$1.57M +23,122 +26%
NS
777
NBC Securities
Alabama
$7.67M +$273K +4,036 +4%
AAMA
778
Advanced Asset Management Advisors
Ohio
$7.64M -$5.42K -80 -0.1%
SCM
779
Sitrin Capital Management
California
$7.62M +$21.1K +312 +0.3%
FFA
780
Farther Finance Advisors
California
$7.62M +$700K +10,372 +10%
BFG
781
Berger Financial Group
Minnesota
$7.57M -$124K -1,838 -2%
Jones Financial Companies
782
Jones Financial Companies
Missouri
$7.54M +$4.47M +66,067 +146%
BCPWM
783
Bradley & Co Private Wealth Management
Florida
$7.53M +$18K +266 +0.2%
IAS
784
Investment Advisory Services
Texas
$7.49M -$155K -2,289 -2%
SGI
785
Summit Global Investments
Utah
$7.46M -$85.1K -1,257 -1%
TPCW
786
TD Private Client Wealth
New York
$7.46M +$122K +1,795 +2%
UOTTAIMCU
787
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.45M +$1.45M +21,478 +24%
BWS
788
Buck Wealth Strategies
Colorado
$7.44M +$7.44M +109,885 New
TI
789
Trexquant Investment
Connecticut
$7.41M -$12.6M -185,390 -63%
EAMA
790
EFG Asset Management (Americas)
Florida
$7.35M +$2.11M +31,122 +40%
PBC
791
Pavion Blue Capital
California
$7.34M -$39.7K -586 -0.5%
GEA
792
Glen Eagle Advisors
New Jersey
$7.34M +$27.5K +406 +0.4%
FPFS
793
First Personal Financial Services
North Carolina
$7.29M -$42.9K -633 -0.6%
WAOTB
794
Wealth Advisors of Tampa Bay
Florida
$7.28M -$45.2K -668 -0.6%
TL
795
Tradewinds LLC
North Carolina
$7.27M +$7.27M +107,364 New
WCM
796
Weik Capital Management
Pennsylvania
$7.22M -$152K -2,240 -2%
KCG
797
Kinsale Capital Group
Virginia
$7.21M +$1.23M +18,185 +21%
UCMOK
798
United Capital Management of KS
Kansas
$7.21M +$1.08K +16 +0%
HB
799
HTLF Bank
Colorado
$7.19M -$199K -2,945 -3%
TF
800
Trek Financial
Arizona
$7.17M +$6.58M +97,111 +1,104%