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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 %
PS
901
Principal Securities
Iowa
$5.62M +$704K +10,400 +14%
CCT
902
Capital City Trust
Florida
$5.61M +$61.2K +904 +1%
HWMO
903
Heritage Wealth Management (Ohio)
Ohio
$5.61M +$5.61M +80,053 New
ECM
904
Estabrook Capital Management
New York
$5.6M -$67.5K -997 -1%
CI
905
CX Institutional
Indiana
$5.6M -$44.4K -656 -0.8%
HA
906
Herold Advisors
New York
$5.6M -$13.9K -205 -0.2%
BIM
907
Bridges Investment Management
Nebraska
$5.6M +$1.71M +25,316 +44%
SAM
908
Strategy Asset Managers
California
$5.59M -$9.6M -61,090 -63%
MCM
909
Mitchell Capital Management
Kansas
$5.58M +$419K +6,192 +8%
NEAM
910
New England Asset Management
Connecticut
$5.57M -$135K -1,995 -2%
GIM
911
Guardian Investment Management
California
$5.55M +$1.2M +17,692 +27%
JAG
912
Journey Advisory Group
Kentucky
$5.54M -$504K -7,450 -8%
LC
913
Legacy CG
Texas
$5.53M +$711K +10,497 +15%
HC
914
Hourglass Capital
Texas
$5.52M -$42.3K -625 -0.8%
KCPG
915
Kavar Capital Partners Group
Kansas
$5.5M +$123K +1,819 +2%
CT
916
Colonial Trust
South Carolina
$5.5M +$296K +4,370 +6%
AAM
917
AR Asset Management
California
$5.49M
WCM
918
Windward Capital Management
California
$5.48M -$147K -2,176 -3%
SIAG
919
Signet Investment Advisory Group
Rhode Island
$5.45M -$883K -13,042 -14%
AF
920
Alerus Financial
North Dakota
$5.45M -$109K -1,615 -2%
MAS
921
Meeder Advisory Services
Ohio
$5.44M +$1.56M +23,029 +40%
BJL
922
Brighton Jones LLC
Washington
$5.43M +$339K +5,008 +7%
CWM
923
Cordatus Wealth Management
Pennsylvania
$5.43M +$5.43M +80,258 New
JFGIW
924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.43M +$2.42M +35,751 +81%
KTM
925
Keeler Thomas Management
Utah
$5.41M -$23.2K -342 -0.4%