WMT icon

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 %
SIA
1051
SeaBridge Investment Advisors
New Jersey
$4.3M +$162K +2,399 +4%
HSA
1052
HBK Sorce Advisory
Pennsylvania
$4.29M -$127K -1,882 -3%
RSWM
1053
Robertson Stephens Wealth Management
California
$4.29M +$261K +3,854 +6%
DWM
1054
Diversify Wealth Management
Utah
$4.27M +$4.27M +63,202 New
CCIA
1055
Campbell & Co Investment Adviser
Maryland
$4.27M +$3.47M +51,319 +439%
TG
1056
TCW Group
California
$4.26M +$138K +2,041 +3%
BCCM
1057
Bridge Creek Capital Management
Massachusetts
$4.25M -$5.42K -80 -0.1%
GP
1058
Greenline Partners
New York
$4.22M -$4.29M -63,594 -50%
CAM
1059
Councilmark Asset Management
Tennessee
$4.21M -$10.2K -150 -0.2%
LGF
1060
LGT Group Foundation
Liechtenstein
$4.2M +$42.7K +630 +1%
QCG
1061
Quadrant Capital Group
Ohio
$4.19M +$136K +2,014 +3%
SMC
1062
Smith, Moore & Co
Missouri
$4.19M -$52.9K -782 -1%
BWG
1063
Berry Wealth Group
Texas
$4.19M -$9.68K -143 -0.2%
AF
1064
Arrow Financial
New York
$4.18M -$10.6K -157 -0.3%
HNW
1065
High Note Wealth
Minnesota
$4.18M +$161K +2,371 +4%
OP
1066
ORG Partners
Indiana
$4.17M +$4.05M +60,067 +3,423%
FAP
1067
Financial Advisory Partners
Florida
$4.17M -$158K -2,330 -4%
PP
1068
Pacifica Partners
Canada
$4.16M -$48.4K -709 -1%
HCM
1069
Hengehold Capital Management
Ohio
$4.16M -$17.5K -259 -0.4%
Hudson Bay Capital Management
1070
Hudson Bay Capital Management
Connecticut
$4.15M +$4.15M +61,327 New
TCM
1071
Telos Capital Management
California
$4.15M +$577K +8,517 +16%
PAM
1072
Palisade Asset Management
Minnesota
$4.14M -$13.2K -195 -0.3%
CCS
1073
Concentric Capital Strategies
Connecticut
$4.13M -$13.5M -199,281 -77%
LOIM
1074
Liberty One Investment Management
Illinois
$4.13M -$82.3K -1,216 -2%
ET
1075
Equitable Trust
Tennessee
$4.12M +$155K +2,296 +4%