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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 %
YIA
876
YHB Investment Advisors
Connecticut
$5.95M +$38.4K +567 +0.6%
TBA
877
Tower Bridge Advisors
Pennsylvania
$5.95M -$1.28M -18,903 -18%
SFS
878
Summit Financial Strategies
Ohio
$5.9M -$53.8K -794 -0.9%
JHCP
879
Jackson Hole Capital Partners
Oklahoma
$5.89M -$80.2K -1,184 -1%
WKWM
880
Walter & Keenan Wealth Management
Indiana
$5.85M -$19.8K -293 -0.3%
VAM
881
Verity Asset Management
North Carolina
$5.84M +$3.37M +49,844 +137%
AC
882
Annandale Capital
Texas
$5.84M -$49.9K -737 -0.8%
FPAS
883
Focus Partners Advisor Solutions
Missouri
$5.84M -$998K -14,737 -15%
WAC
884
William Allan Corp
Colorado
$5.83M +$8.6K +127 +0.1%
TWP
885
Tyche Wealth Partners
Texas
$5.82M -$280K -4,141 -5%
BA
886
Birinyi Associates
Connecticut
$5.81M +$283K +4,175 +5%
RA
887
RFG Advisory
Alabama
$5.78M +$359K +5,303 +7%
AIM
888
Anchor Investment Management
South Carolina
$5.77M +$352K +5,194 +6%
BCV
889
Banque Cantonale Vaudoise
Switzerland
$5.72M +$395K +5,838 +7%
MBTD
890
Mechanics Bank - Trust Department
California
$5.72M -$101K -1,495 -2%
WTA
891
Washington Trust Advisors
Massachusetts
$5.72M -$255K -3,766 -4%
ANB
892
Amarillo National Bank
Texas
$5.7M -$320K -4,726 -5%
RIA
893
Regal Investment Advisors
Michigan
$5.7M +$309K +4,564 +6%
EF
894
Exeter Financial
Arizona
$5.7M -$432K -6,382 -7%
EWM
895
Evercore Wealth Management
New York
$5.69M +$106K +1,566 +2%
LWMM
896
Legacy Wealth Management (Mississippi)
Mississippi
$5.65M
SW
897
SlateStone Wealth
Florida
$5.65M -$99.7K -1,473 -2%
SP
898
Stablepoint Partners
Massachusetts
$5.64M -$611K -8,780 -10%
SVWAG
899
Sound View Wealth Advisors Group
Georgia
$5.64M -$32.4K -479 -0.6%
LFM
900
LGT Fund Management
Liechtenstein
$5.63M +$1.06M +15,703 +23%