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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 %
BOH
926
Bank of Hawaii
Hawaii
$5.41M -$214K -3,167 -4%
KP
927
Keel Point
Alabama
$5.41M -$342K -5,022 -6%
SCM
928
Silvant Capital Management
Georgia
$5.41M
SAM
929
Sompo Asset Management
Japan
$5.41M -$375K -5,540 -6%
QIM
930
Quest Investment Management
Oregon
$5.4M
Koshinski Asset Management
931
Koshinski Asset Management
Illinois
$5.4M +$1.88M +26,943 +54%
HZ
932
Hixon Zuercher
Ohio
$5.39M -$356K -5,252 -6%
FB
933
Fulton Bank
Pennsylvania
$5.34M -$221K -3,258 -4%
WPW
934
Waldron Private Wealth
Pennsylvania
$5.34M +$19.5K +288 +0.4%
HCA
935
Horan Capital Advisors
Ohio
$5.32M -$46.4K -685 -0.9%
CAAS
936
Capital Asset Advisory Services
Michigan
$5.31M +$120K +1,718 +2%
SAMC
937
Spectrum Asset Management (California)
California
$5.31M -$11.6K -172 -0.2%
BP
938
Ballentine Partners
Massachusetts
$5.3M +$387K +5,712 +8%
IAIM
939
International Assets Investment Management
Florida
$5.29M +$55.3K +816 +1%
RCAG
940
Rehmann Capital Advisory Group
Michigan
$5.29M +$332K +4,907 +7%
DWM
941
Dakota Wealth Management
Florida
$5.27M -$11.2K -166 -0.2%
FNA
942
First National Advisers
Nebraska
$5.26M +$1.42M +20,929 +37%
VRM
943
Vectors Research Management
New York
$5.24M +$335K +4,952 +7%
LS
944
Leelyn Smith
Illinois
$5.23M +$2.37K +35 +0%
RFM
945
Royal Fund Management
Florida
$5.2M -$1.3M -19,068 -20%
CIP
946
Convergence Investment Partners
Florida
$5.2M +$1.23M +18,194 +31%
EIP
947
Easterly Investment Partners
Massachusetts
$5.18M -$2.75M -40,674 -35%
FLPIM
948
F.L. Putnam Investment Management
Massachusetts
$5.18M -$1.47M -21,755 -22%
FWP
949
FAS Wealth Partners
Kansas
$5.13M +$153K +2,259 +3%
HTC
950
Haverford Trust Company
Pennsylvania
$5.13M +$599K +8,852 +13%