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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 %
TFP
1326
Tilia Fiduciary Partners
North Carolina
$2.62M +$130K +1,915 +5%
SNBOSCI
1327
Security National Bank of Sioux City Iowa
Iowa
$2.62M -$37.4K -552 -1%
MMG
1328
Monetary Management Group
Missouri
$2.62M -$8.19K -121 -0.3%
APP
1329
Avantax Planning Partners
Iowa
$2.61M +$124K +1,825 +5%
FFA
1330
Fragasso Financial Advisors
Pennsylvania
$2.61M -$3.96M -58,456 -60%
HTHT
1331
Hemenway Trust Hemenway Trust
New Hampshire
$2.61M -$251K -3,708 -9%
WAAG
1332
Wealth Alliance Advisory Group
Kansas
$2.61M +$158K +2,338 +6%
GWMR
1333
GC Wealth Management RIA
Massachusetts
$2.6M +$178K +2,626 +7%
VWMG
1334
Virginia Wealth Management Group
Virginia
$2.6M -$21.3K -314 -0.8%
MWS
1335
Maxwell Wealth Strategies
California
$2.6M -$25.1K -370 -1%
IIL
1336
Insight Inv LLC
California
$2.6M +$166K +2,450 +7%
RP
1337
Riverbridge Partners
Minnesota
$2.58M -$21.9K -324 -0.8%
NMM
1338
Naples Money Management
Florida
$2.58M -$54K -800 -2%
PA
1339
PFG Advisors
Arizona
$2.58M +$308K +4,545 +14%
SLI
1340
Sumitomo Life Insurance
Japan
$2.57M -$386K -5,705 -13%
GWP
1341
Gen-Wealth Partners
Michigan
$2.57M +$225K +3,326 +10%
WA
1342
Waddell & Associates
Tennessee
$2.57M +$8.87K +131 +0.3%
CA
1343
Claro Advisors
Massachusetts
$2.57M +$162K +2,394 +7%
FCA
1344
FLC Capital Advisors
California
$2.56M
GC
1345
GFG Capital
Florida
$2.56M +$78.9K +1,165 +3%
AWM
1346
Avior Wealth Management
Nebraska
$2.56M -$409K -6,041 -14%
CGL
1347
Clarius Group LLC
Washington
$2.56M -$45.1K -666 -2%
CPIG
1348
Chicago Partners Investment Group
Illinois
$2.55M -$52.5K -759 -2%
QP
1349
Quilter Plc
United Kingdom
$2.55M -$55.1K -814 -2%
BHA
1350
Beech Hill Advisors
New York
$2.55M -$105K -1,553 -4%