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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 %
GFS
1026
GYL Financial Synergies
Connecticut
$4.45M +$186K +2,753 +4%
GFA
1027
Gifford Fong Associates
California
$4.44M
GCC
1028
Game Creek Capital
Massachusetts
$4.43M -$432K -6,375 -9%
CAM
1029
Claret Asset Management
Quebec, Canada
$4.43M -$230K -3,390 -5%
IAN
1030
Integrated Advisors Network
Texas
$4.43M +$144K +2,132 +3%
WBC
1031
West Branch Capital
Massachusetts
$4.42M +$55.4K +818 +1%
JPWM
1032
Jamison Private Wealth Management
Georgia
$4.42M -$32.2K -475 -0.7%
SC
1033
Syon Capital
California
$4.42M +$125K +1,851 +3%
CNBTD
1034
Citizens National Bank Trust Department
Mississippi
$4.41M
MJRIC
1035
Mogy Joel R Investment Counsel
California
$4.41M +$291K +4,300 +7%
LCM
1036
Legato Capital Management
California
$4.39M -$1.55M -22,866 -26%
CFCI
1037
Comprehensive Financial Consultants Institutional
Indiana
$4.38M +$238K +3,510 +6%
ISL
1038
Ingalls & Snyder LLC
New York
$4.38M +$5.76K +85 +0.1%
RPC
1039
Rossmore Private Capital
Connecticut
$4.36M +$49.5K +731 +1%
PAM
1040
Peninsula Asset Management
Florida
$4.35M +$111K +1,640 +3%
NP
1041
NorthRock Partners
Minnesota
$4.35M -$752K -11,101 -15%
MIA
1042
MainStreet Investment Advisors
Illinois
$4.34M +$3.18M +47,021 +275%
1SB
1043
1ST Source Bank
Indiana
$4.34M +$57.4K +847 +1%
FRA
1044
Frank Rimerman Advisors
California
$4.34M +$4.28M +63,202 +6,862%
XWM
1045
Xcel Wealth Management
Florida
$4.33M -$67.7K -1,000 -2%
SFI
1046
SPC Financial Inc
Maryland
$4.33M +$34.1K +504 +0.8%
SSWM
1047
Smith Salley Wealth Management
North Carolina
$4.32M +$115K +1,701 +3%
MG
1048
Mather Group
Illinois
$4.31M +$3.21M +53,402 +292%
FMTCOCP
1049
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.31M -$29.1K -430 -0.7%
MSS
1050
Mitchell Sinkler & Starr
Pennsylvania
$4.3M +$22.3K +315 +0.5%