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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 %
SXL
1376
Summit X LLC
Missouri
$2.42M +$151K +2,225 +7%
WEG
1377
World Equity Group
Illinois
$2.41M -$2.87M -42,343 -54%
HVIA
1378
Hudson Valley Investment Advisors
New York
$2.41M -$4.55M -28,768 -65%
CA
1379
Continuum Advisory
Idaho
$2.41M -$11K -162 -0.5%
FGAM
1380
Financial Gravity Asset Management
Texas
$2.39M -$674K -9,949 -22%
AIA
1381
Armor Investment Advisors
North Carolina
$2.38M +$119K +1,753 +5%
MCCP
1382
Mission Creek Capital Partners
California
$2.35M +$892K +13,175 +61%
RFA
1383
ROI Financial Advisors
Oregon
$2.35M +$39.8K +588 +2%
IIC
1384
Ironwood Investment Counsel
Arizona
$2.35M -$9.48K -140 -0.4%
HWA
1385
HCR Wealth Advisors
California
$2.34M -$29.7K -439 -1%
OL
1386
Owen LaRue
Kentucky
$2.34M +$1.95M +28,850 +506%
PAG
1387
Powers Advisory Group
Illinois
$2.34M +$73.7K +1,089 +3%
VA
1388
Verdad Advisers
Massachusetts
$2.34M +$157K +2,313 +7%
EWA
1389
Etesian Wealth Advisors
Oregon
$2.34M -$1.69K -25 -0.1%
DA
1390
Doliver Advisors
Texas
$2.33M -$140K -2,075 -6%
CBT
1391
CoreFirst Bank & Trust
Kansas
$2.32M -$41.4K -612 -2%
MWM
1392
Modern Wealth Management
Kansas
$2.32M +$388K +5,737 +20%
SIM
1393
Sterling Investment Management
Arizona
$2.32M -$163K -2,403 -7%
LB
1394
Legacy Bridge
Iowa
$2.31M +$14.6K +215 +0.6%
PI
1395
Pettee Investors
Connecticut
$2.3M -$203K -3,000 -8%
AIM
1396
Arcadia Investment Management
Michigan
$2.3M +$552K +8,150 +32%
RFG
1397
RFP Financial Group
Georgia
$2.29M +$14.2K +210 +0.6%
GTAM
1398
Global Trust Asset Management
Florida
$2.29M +$29.5K +436 +1%
VAS
1399
Vestmark Advisory Solutions
Massachusetts
$2.28M +$1.19M +17,577 +109%
RCM
1400
RB Capital Management
Nevada
$2.28M +$62.4K +921 +3%