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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 %
BFG
1276
Beacon Financial Group
Texas
$2.94M -$26.9K -397 -0.9%
BC
1277
Belmont Capital
California
$2.93M
RWM
1278
Rockline Wealth Management
New York
$2.93M +$80.4K +1,188 +3%
RGC
1279
Roberts, Glore & Co
Illinois
$2.92M -$47K -694 -2%
MFS
1280
Mattson Financial Services
Michigan
$2.92M +$2.92M +43,181 New
ACS
1281
Archford Capital Strategies
Illinois
$2.91M -$13.5K -200 -0.5%
HVP
1282
Hudson Value Partners
Florida
$2.9M -$32.2K -475 -1%
IB
1283
Intrust Bank
Kansas
$2.85M +$89.9K +1,327 +3%
OHWP
1284
Oak Harbor Wealth Partners
North Carolina
$2.85M -$1.76K -26 -0.1%
RHDIC
1285
R.H. Dinel Investment Counsel
California
$2.85M
AHC
1286
Anderson Hoagland & Co
Missouri
$2.83M
DIM
1287
Delta Investment Management
California
$2.83M +$10K +148 +0.4%
KA
1288
Kercheville Advisors
Texas
$2.82M +$1.09M +16,104 +63%
EGM
1289
Engineers Gate Manager
New York
$2.82M -$18.5K -273 -0.7%
BC
1290
Bridgefront Capital
Texas
$2.8M +$2.8M +41,398 New
I
1291
INVST
Indiana
$2.8M +$211K +3,132 +8%
CVA
1292
Central Valley Advisors
California
$2.8M -$332K -4,568 -11%
BOS
1293
Bank of Stockton
California
$2.79M +$122K +1,808 +5%
AC
1294
Abbrea Capital
California
$2.79M -$64.9K -958 -2%
SS
1295
Sunbelt Securities
Texas
$2.78M +$42K +620 +2%
AWE
1296
Avidian Wealth Enterprises
Texas
$2.77M +$45.9K +678 +2%
SJIM
1297
St. Johns Investment Management
Florida
$2.77M +$79.5K +1,174 +3%
FDS
1298
Freedom Day Solutions
Texas
$2.76M -$27.1K -400 -1%
CAM
1299
Cidel Asset Management
Ontario, Canada
$2.76M -$79K -1,166 -3%
SF
1300
Symphony Financial
Texas
$2.74M +$95K +1,399 +4%