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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 %
GM
1076
GeoWealth Management
Illinois
$4.11M +$700K +10,344 +21%
APWM
1077
Argonautica Private Wealth Management
Massachusetts
$4.11M -$11.1K -164 -0.3%
CPA
1078
Capital Planning Advisors
California
$4.07M +$879K +12,983 +28%
EFS
1079
Essex Financial Services
Connecticut
$4.06M +$1.68M +24,878 +71%
MIC
1080
Meridian Investment Counsel
California
$4.06M
CAI
1081
Capital Advisors Inc
Oklahoma
$4.06M -$714K -10,551 -15%
CI
1082
Centerstone Investors
New York
$4.06M -$55.5K -820 -1%
OAM
1083
Ostrum Asset Management
France
$4.05M -$369K -5,446 -8%
FGP
1084
Foyston, Gordon, & Payne
Ontario, Canada
$4.05M
AWM
1085
Aries Wealth Management
Maine
$4.05M -$880 -13 -0%
KWA
1086
Kingswood Wealth Advisors
California
$4.05M +$433K +6,398 +12%
MMPW
1087
Mitchell McLeod Pugh & Williams
Alabama
$4.04M +$95.8K +1,415 +2%
CBB
1088
Citizens Business Bank
California
$4.02M +$7.85K +116 +0.2%
MPM
1089
Meritage Portfolio Management
Kansas
$4.02M -$59.1K -873 -1%
MCM
1090
MV Capital Management
Maryland
$4.02M +$31.6K +467 +0.8%
PWM
1091
Peterson Wealth Management
Nevada
$4.01M +$591K +8,735 +17%
CAM
1092
ClariVest Asset Management
California
$3.99M -$38.2K -564 -0.9%
EDRH
1093
Edmond de Rothschild Holding
Switzerland
$3.98M -$1.26M -18,664 -24%
BFA
1094
Brendel Financial Advisors
New Hampshire
$3.96M +$3.96M +58,452 New
AWA
1095
Aaron Wealth Advisors
Illinois
$3.94M +$202K +2,985 +5%
VIA
1096
Vickerman Investment Advisors
Washington
$3.93M -$50.1K -740 -1%
KC
1097
Kinloch Capital
Virginia
$3.93M -$4.88K -72 -0.1%
GWM
1098
Geneos Wealth Management
Colorado
$3.92M -$154K -2,275 -4%
BPC
1099
Banque Pictet & Cie
Switzerland
$3.92M -$2.82M -41,688 -42%
MNBTD
1100
Moody National Bank Trust Division
Texas
$3.92M +$122K +1,800 +3%