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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 %
MSK
1001
Melissa S. Kampmann
$4.64M -$11.4K -168 -0.2%
DIS
1002
Diversified Investment Strategies
Louisiana
$4.63M -$23.7K -350 -0.5%
AC
1003
AlphaCore Capital
California
$4.62M +$729K +10,766 +19%
JGC
1004
J. Goldman & Co
New York
$4.62M +$2.58M +38,097 +126%
IFAM
1005
Institutional & Family Asset Management
Colorado
$4.61M -$174K -2,573 -4%
FLI
1006
Family Legacy Inc
South Carolina
$4.59M -$90.1K -1,330 -2%
RBFC
1007
Roman Butler Fullerton & Co
Missouri
$4.59M +$19.6K +279 +0.4%
GWMIA
1008
Global Wealth Management Investment Advisory
Florida
$4.59M +$115K +1,692 +3%
WA
1009
Wambolt & Associates
Colorado
$4.59M +$32.5K +482 +0.7%
SCM
1010
Spring Capital Management
Texas
$4.59M -$8.74M -55,578 -66%
AIP
1011
Ameritas Investment Partners
Nebraska
$4.58M -$105K -1,555 -2%
AP
1012
Appleton Partners
Massachusetts
$4.58M -$67.8K -1,001 -1%
CWS
1013
Confluence Wealth Services
Pennsylvania
$4.57M +$22.4K +331 +0.5%
TAM
1014
Tabor Asset Management
New York
$4.55M +$4.55M +66,340 New
TPA
1015
Trivium Point Advisory
Connecticut
$4.55M -$153K -2,261 -3%
FWIA
1016
Fort Washington Investment Advisors
Ohio
$4.55M +$135K +1,999 +3%
CWM
1017
Compass Wealth Management
Connecticut
$4.51M +$2.06M +30,425 +84%
1WA
1018
180 Wealth Advisors
Washington
$4.49M +$47.4K +679 +1%
FF
1019
Fluent Financial
Texas
$4.48M +$172K +2,545 +4%
ACM
1020
Alpha Capital Management
Texas
$4.48M -$779K -11,504 -15%
DWA
1021
Douglass Winthrop Advisors
New York
$4.48M +$634K +9,369 +17%
HCM
1022
Hutner Capital Management
Vermont
$4.47M -$89.7K -1,325 -2%
PRS
1023
Pinkerton Retirement Specialists
Idaho
$4.46M +$254K +3,748 +6%
BFC
1024
Blue Fin Capital
Rhode Island
$4.46M +$2.44K +36 +0.1%
OAM
1025
Occidental Asset Management
California
$4.46M +$398K +5,885 +10%