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Walmart

2,588 hedge funds and large institutions have $112B invested in Walmart in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,119 increasing their positions, 1,002 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
44.75%
Holding in Top 10
116
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.72%
% of All Funds
2.01%
New
151
Increased
1,119
Reduced
1,002
Closed
135
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DBIA
1051
Dumont & Blake Investment Advisors
New Jersey
$2.17M -$130K -3,006 -6%
PFGIA
1052
Patriot Financial Group Insurance Agency
Massachusetts
$2.17M +$69.5K +1,608 +3%
DP
1053
Dearborn Partners
Illinois
$2.17M +$4.15K +96 +0.2%
KIC
1054
Kensington Investment Counsel
California
$2.17M +$103K +2,376 +5%
OPS
1055
Orion Portfolio Solutions
Nebraska
$2.16M +$1.07M +24,708 +98%
NGA
1056
Naples Global Advisors
Florida
$2.15M -$35K -810 -2%
GWMIA
1057
Global Wealth Management Investment Advisory
Florida
$2.14M +$72.4K +1,674 +4%
SIAP
1058
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.14M +$389 +9 +0%
FDS
1059
Freedom Day Solutions
Texas
$2.13M -$70.9K -1,641 -3%
AFA
1060
AllGen Financial Advisors
Florida
$2.12M -$70.8K -1,638 -3%
VWMG
1061
Virginia Wealth Management Group
Virginia
$2.12M +$466K +10,785 +28%
RP
1062
Rice Partnership
Hawaii
$2.12M -$1.68M -38,871 -44%
IGGA
1063
Iron Gate Global Advisors
Utah
$2.12M -$89.6K -2,073 -4%
HBWM
1064
Hollow Brook Wealth Management
New York
$2.11M -$3.37K -78 -0.2%
MFGM
1065
Marshall Financial Group (Maryland)
Maryland
$2.11M +$60.8K +1,407 +3%
PWA
1066
Providence Wealth Advisors
Illinois
$2.11M -$122K -2,568 -5%
PRS
1067
Pinkerton Retirement Specialists
Idaho
$2.11M -$104K -2,415 -5%
NAMP
1068
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.11M
PMAM
1069
Picton Mahoney Asset Management
Ontario, Canada
$2.11M +$2.11M +48,690 New
FHB
1070
First Hawaiian Bank
Hawaii
$2.1M -$110K -2,538 -5%
ET
1071
Equitable Trust
Tennessee
$2.1M -$69.4K -1,605 -3%
CFCI
1072
Comprehensive Financial Consultants Institutional
Indiana
$2.09M +$203K +4,641 +11%
MECA
1073
Miller Equity Capital Advisors
Texas
$2.08M +$25.9K +600 +1%
WSFS
1074
Wilmington Savings Fund Society
Delaware
$2.08M -$45.4K -1,050 -2%
MCM
1075
Maryland Capital Management
Maryland
$2.07M -$44.9K -1,038 -2%