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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 %
ANTB
951
AMG National Trust Bank
Colorado
$5.12M +$930K +13,741 +22%
AWA
952
Arete Wealth Advisors
Illinois
$5.11M -$1.1M -16,285 -18%
ST
953
Somerset Trust
Pennsylvania
$5.11M +$11.4K +169 +0.2%
RMSCM
954
R.M. Sincerbeaux Capital Management
New York
$5.1M -$406K -5,990 -7%
RAM
955
Riggs Asset Management
Pennsylvania
$5.09M -$1.03M -15,205 -17%
RI
956
Redwood Investments
Massachusetts
$5.08M -$157K -2,642 -3%
NC
957
NovaPoint Capital
Georgia
$5.07M +$146K +2,153 +3%
SL
958
Sentry LLC
Tennessee
$5.06M +$68 +1 +0%
HCM
959
Hudson Capital Management
New Jersey
$5.05M +$92.3K +1,363 +2%
SFG
960
SevenBridge Financial Group
Pennsylvania
$5.05M +$140K +2,066 +3%
NWM
961
Northcape Wealth Management
New York
$5.03M -$79.2K -1,169 -2%
LWM
962
Lyell Wealth Management
California
$5.02M +$4.63M +68,349 +1,177%
WANY
963
Wealthspire Advisors (New York)
New York
$5.02M +$24.2K +358 +0.5%
TW
964
TrinityPoint Wealth
Connecticut
$5M +$920K +13,580 +23%
A
965
Allianz
Germany
$5M +$4.18M +61,795 +511%
PCMC
966
Planning Capital Management Corporation
Pennsylvania
$4.99M +$103K +1,519 +2%
SP
967
Stonebrook Private
Michigan
$4.97M -$223K -3,291 -4%
EWA
968
EverSource Wealth Advisors
Alabama
$4.97M +$773K +11,268 +18%
GI
969
GAMCO Investors
Connecticut
$4.94M -$82.1K -1,212 -2%
WAP
970
Wealthcare Advisory Partners
Pennsylvania
$4.93M +$189K +2,788 +4%
MOS
971
MGO One Seven
Ohio
$4.91M +$44.3K +654 +0.9%
B
972
Bensler
Washington
$4.89M +$241K +3,557 +5%
BL
973
BFSG LLC
California
$4.88M -$156K -2,308 -3%
ALC
974
Alexander Labrunerie & Co
Missouri
$4.85M +$466K +6,885 +11%
HCM
975
Hall Capital Management
Rhode Island
$4.84M -$267K -3,937 -5%