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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 %
AIM
851
Acropolis Investment Management
Missouri
$6.35M +$60.3K +890 +1%
SAM
852
Silvercrest Asset Management
New York
$6.3M -$51.8K -765 -0.8%
PC
853
Permanens Capital
New York
$6.28M +$652K +9,630 +12%
SP
854
Symmetry Partners
Connecticut
$6.26M -$233K -3,448 -4%
HI
855
Horizon Investments
North Carolina
$6.25M -$1.14M -16,860 -15%
FMWA
856
Forvis Mazars Wealth Advisors
Missouri
$6.25M -$263K -3,887 -4%
LSA
857
L & S Advisors
California
$6.24M -$1.21M -17,862 -16%
ST
858
Spinnaker Trust
Maine
$6.23M -$20.8K -307 -0.3%
CCM
859
Chickasaw Capital Management
Tennessee
$6.23M +$13.5K +200 +0.2%
HPIA
860
Hamilton Point Investment Advisors
North Carolina
$6.21M +$18.6K +275 +0.3%
TSS
861
Two Sigma Securities
New York
$6.21M -$4.28M -63,252 -41%
GIA
862
Gladstone Institutional Advisory
Florida
$6.19M +$348K +5,145 +6%
CI
863
Conning Inc
Connecticut
$6.17M -$811K -11,972 -12%
HWAM
864
Hennion & Walsh Asset Management
New Jersey
$6.16M -$699K -10,320 -10%
RIL
865
Rothschild Investment LLC
Illinois
$6.15M +$256K +3,775 +4%
VA
866
Vident Advisory
Georgia
$6.15M +$367K +5,427 +6%
DBIA
867
Dumont & Blake Investment Advisors
New Jersey
$6.14M +$3.06M +45,266 +100%
RBA
868
Richard Bernstein Advisors
New York
$6.11M
IC
869
Inscription Capital
Texas
$6.11M +$16K +237 +0.3%
RWM
870
RBA Wealth Management
California
$6.1M -$111K -1,643 -2%
WDA
871
Wendell David Associates
New Hampshire
$6.07M
JC
872
Jacobs & Co
California
$6.05M -$110K -1,630 -2%
FTWA
873
Fifth Third Wealth Advisors
Ohio
$6.03M +$2.99M +44,171 +98%
CAC
874
Core Alternative Capital
Georgia
$6.02M -$6.8M -100,475 -53%
PCP
875
Proficio Capital Partners
Massachusetts
$5.99M +$32.2K +475 +0.5%