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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 %
LCM
1301
Landscape Capital Management
New Jersey
$2.73M -$4M -59,145 -59%
EBWM
1302
Eagle Bluffs Wealth Management
Missouri
$2.73M +$5.76K +85 +0.2%
FBC
1303
Fairfield, Bush & Co
Connecticut
$2.73M -$311K -4,595 -10%
SFCL
1304
Strengthening Families & Communities LLC
Massachusetts
$2.73M +$2.73M +40,291 New
9WM
1305
9258 Wealth Management
Ohio
$2.73M +$64.9K +958 +2%
BHPW
1306
Beverly Hills Private Wealth
California
$2.72M -$159K -2,354 -6%
ST
1307
Smithfield Trust
Pennsylvania
$2.72M -$98.4K -1,456 -3%
AM
1308
AGF Management
Ontario, Canada
$2.71M -$14.4M -212,076 -84%
DACG
1309
Donor Advised Charitable Giving
California
$2.71M +$2.71M +40,000 New
GLA
1310
Great Lakes Advisors
Illinois
$2.71M -$1.61M -23,756 -37%
BC
1311
Bowman & Company
Wisconsin
$2.71M +$235K +3,466 +9%
APF
1312
Alaska Permanent Fund
Alaska
$2.71M +$547K +7,962 +25%
NAM
1313
NTV Asset Management
West Virginia
$2.7M -$63.1K -932 -2%
ZIG
1314
Zullo Investment Group
Pennsylvania
$2.7M +$27K +399 +1%
OC
1315
Oarsman Capital
Wisconsin
$2.69M +$292K +4,311 +12%
WPC
1316
White Pine Capital
Minnesota
$2.68M +$57.4K +847 +2%
YDMI
1317
Y.D. More Investments
Israel
$2.68M +$633K +9,347 +31%
KA
1318
Kovack Advisors
Florida
$2.67M +$137K +2,021 +5%
MWA
1319
Midland Wealth Advisors
Illinois
$2.65M +$22.9K +338 +0.9%
WI
1320
Wintrust Investments
Illinois
$2.65M -$43.1K -637 -2%
SGM
1321
Scalar Gauge Management
Texas
$2.64M
SACTSONJ
1322
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.64M
DBRC
1323
D.B. Root & Company
Pennsylvania
$2.64M -$619K -9,144 -19%
MMA
1324
Miracle Mile Advisors
California
$2.63M +$244K +3,598 +10%
CFIA
1325
Cantor Fitzgerald Investment Advisors
New York
$2.62M +$182K +2,682 +7%