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Walmart

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
JSL
1151
JT Stratford LLC
Georgia
$3.21M +$981K +16,307 +44%
KWA
1152
Kingswood Wealth Advisors
California
$3.21M +$235K +3,904 +8%
BMA
1153
Brooks Moore & Associates
Tennessee
$3.21M +$4.45K +74 +0.1%
WG
1154
Wealth Group
North Carolina
$3.2M +$3.2M +53,238 New
MS
1155
Madden Securities
Texas
$3.18M +$98.1K +1,630 +3%
PFGIA
1156
Patriot Financial Group Insurance Agency
Massachusetts
$3.18M -$32.9K -547 -1%
PCA
1157
Peddock Capital Advisors
Massachusetts
$3.18M +$64.7K +1,076 +2%
BCM
1158
Bayesian Capital Management
New York
$3.18M +$3.18M +52,800 New
FIA
1159
Foundations Investment Advisors
Arizona
$3.18M -$266K -4,413 -8%
TCM
1160
Telos Capital Management
California
$3.18M +$22.4K +373 +0.7%
SPFA
1161
Summit Place Financial Advisors
New Jersey
$3.17M -$129K -2,142 -4%
NSIM
1162
North Star Investment Management
Illinois
$3.14M +$39.4K +655 +1%
RF
1163
Robbins Farley
New Hampshire
$3.13M +$144K +2,401 +5%
AA
1164
AlphaQ Advisors
Florida
$3.13M -$82K -1,362 -3%
HBWM
1165
Hollow Brook Wealth Management
New York
$3.11M +$20.2K +336 +0.7%
MFGM
1166
Marshall Financial Group (Maryland)
Maryland
$3.1M +$139K +2,318 +5%
SAM
1167
Summit Asset Management
Tennessee
$3.1M -$17.3K -288 -0.6%
QWP
1168
Quotient Wealth Partners
Texas
$3.1M -$1.67M -27,806 -35%
CAMG
1169
CWA Asset Management Group
Florida
$3.09M +$227K +3,769 +8%
JWCA
1170
J.W. Coons Advisors
Ohio
$3.09M -$42.1K -700 -1%
DI
1171
Diligent Investors
California
$3.08M -$21.4K -355 -0.7%
PA
1172
Profund Advisors
Maryland
$3.08M -$431K -7,162 -12%
WCM
1173
Wunderlich Capital Managemnt
Tennessee
$3.07M -$181K -3,007 -6%
PL
1174
Plancorp LLC
Missouri
$3.07M +$79.7K +1,325 +3%
AI
1175
Arvest Investments
Arkansas
$3.06M -$91.8K -1,526 -3%