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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 %
TCPG
1151
Trivant Custom Portfolio Group
California
$3.63M -$17.2K -254 -0.5%
SP
1152
Successful Portfolios
Florida
$3.62M +$746K +11,012 +26%
PFGIA
1153
Patriot Financial Group Insurance Agency
Massachusetts
$3.62M +$39K +576 +1%
QWM
1154
Quadcap Wealth Management
Texas
$3.62M -$16.7K -246 -0.5%
BMA
1155
Brooks Moore & Associates
Tennessee
$3.62M +$10.2K +150 +0.3%
TNB
1156
Thomasville National Bank
Georgia
$3.62M -$86.2K -1,273 -2%
VA
1157
Valmark Advisers
Ohio
$3.59M +$257K +3,799 +8%
WWM
1158
WT Wealth Management
Arizona
$3.58M -$88.8K -1,312 -2%
MS
1159
Madden Securities
Texas
$3.58M -$2.51K -37 -0.1%
IA
1160
IFP Advisors
Florida
$3.57M +$678K +10,006 +23%
SPFA
1161
Summit Place Financial Advisors
New Jersey
$3.56M -$3.72K -55 -0.1%
WG
1162
Wealth Group
North Carolina
$3.56M -$44.4K -656 -1%
OWA
1163
Octavia Wealth Advisors
Ohio
$3.56M +$129K +1,911 +4%
JSL
1164
JT Stratford LLC
Georgia
$3.56M -$60.1K -888 -2%
PL
1165
Plancorp LLC
Missouri
$3.54M +$85.9K +1,268 +2%
SIA
1166
Schechter Investment Advisors
Michigan
$3.51M +$69.5K +1,027 +2%
Capstone Investment Advisors
1167
Capstone Investment Advisors
New York
$3.51M -$4.4M -65,054 -56%
RF
1168
Robbins Farley
New Hampshire
$3.51M -$12.9K -190 -0.4%
AUB
1169
Atlantic Union Bankshares
Virginia
$3.51M +$947K +13,993 +37%
GWANC
1170
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.5M +$142K +2,091 +4%
NSIM
1171
North Star Investment Management
Illinois
$3.49M -$35K -517 -1%
PTC
1172
Private Trust Company
Ohio
$3.48M +$112K +1,658 +3%
CSPIA
1173
Cary Street Partners Investment Advisory
Virginia
$3.48M +$227K +3,349 +7%
DI
1174
Diligent Investors
California
$3.48M +$12K +177 +0.3%
PIM
1175
Penobscot Investment Management
Massachusetts
$3.48M +$284K +4,198 +9%