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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 %
JFGIW
1251
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.68M -$537K -8,902 -17%
CWP
1252
CFM Wealth Partners
Texas
$2.67M +$147K +2,441 +6%
SAI
1253
Systematic Alpha Investments
New Jersey
$2.65M
S
1254
SimplyRich
California
$2.65M +$7.58K +126 +0.3%
LA
1255
LM Advisors
California
$2.65M +$709K +11,789 +37%
HIA
1256
Harbor Investment Advisory
Maryland
$2.65M -$1.02K -17 -0%
HVIA
1257
Hudson Valley Investment Advisors
New York
$2.65M -$101K -1,682 -4%
RGC
1258
Roberts, Glore & Co
Illinois
$2.64M -$250K -4,160 -9%
AWM
1259
Avior Wealth Management
Nebraska
$2.64M +$707K +11,751 +37%
BFG
1260
Beacon Financial Group
Texas
$2.63M -$36.5K -606 -1%
SLI
1261
Sumitomo Life Insurance
Japan
$2.63M -$52.9K -879 -2%
AIM
1262
Aspen Investment Management
Michigan
$2.62M -$34.4K -572 -1%
HVP
1263
Hudson Value Partners
Florida
$2.61M -$151K -2,511 -5%
KCM
1264
Kanawha Capital Management
Virginia
$2.61M +$160K +2,658 +7%
BC
1265
Belmont Capital
California
$2.61M +$24.1K +400 +0.9%
CVA
1266
Central Valley Advisors
California
$2.59M +$111K +1,840 +4%
ACS
1267
Archford Capital Strategies
Illinois
$2.59M -$78.3K -1,301 -3%
PCM
1268
Parsons Capital Management
Rhode Island
$2.59M +$55.3K +919 +2%
JWM
1269
JPL Wealth Management
Colorado
$2.59M +$614K +10,212 +31%
SFO
1270
Stokes Family Office
Louisiana
$2.58M +$152K +2,529 +6%
WG
1271
Welch Group
Alabama
$2.58M +$42.5K +706 +2%
IA
1272
IFP Advisors
Florida
$2.57M -$33.9K -564 -1%
BHPW
1273
Beverly Hills Private Wealth
California
$2.56M -$307K -5,097 -11%
SP
1274
Successful Portfolios
Florida
$2.56M +$283K +4,706 +12%
MHS
1275
M Holdings Securities
Oregon
$2.56M -$1.04M -17,310 -29%