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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 %
VIP
1451
Vista Investment Partners
Oklahoma
$2.1M +$41.4K +612 +2%
PCG
1452
Prosperity Consulting Group
Maryland
$2.1M +$47.2K +697 +2%
MP
1453
McDonald Partners
Ohio
$2.1M +$19.8K +292 +1%
RCM
1454
RMR Capital Management
California
$2.09M -$11.8K -175 -0.6%
Twin Tree Management
1455
Twin Tree Management
Texas
$2.08M +$2.08M +30,789 New
CAG
1456
Crestwood Advisors Group
Massachusetts
$2.08M +$142K +2,095 +7%
QCIG
1457
Quad-Cities Investment Group
Iowa
$2.08M -$18.3K -271 -0.9%
CWAG
1458
Compton Wealth Advisory Group
Virginia
$2.08M +$19.2K +284 +0.9%
WWP
1459
WR Wealth Planners
Missouri
$2.08M +$36.2K +535 +2%
OIA
1460
Optimum Investment Advisors
Illinois
$2.08M -$86.9K -1,284 -4%
AG
1461
AIA Group
Hong Kong
$2.08M -$372K -5,493 -15%
PWG
1462
Portside Wealth Group
Utah
$2.07M +$53.2K +786 +3%
FRM
1463
Fox Run Management
Connecticut
$2.07M +$1.49M +22,034 +257%
MCC
1464
Money Concepts Capital
Florida
$2.07M +$39.3K +580 +2%
DA
1465
Detalus Advisors
Missouri
$2.07M +$6.97K +103 +0.3%
IP
1466
Ignite Planners
California
$2.07M +$19.1K +273 +0.9%
LFG
1467
Larson Financial Group
Missouri
$2.06M +$193K +2,853 +10%
MFG
1468
MidWestOne Financial Group
Iowa
$2.06M -$43.1K -636 -2%
GCM
1469
Geneva Capital Management
Wisconsin
$2.05M -$512K -7,556 -20%
SMA
1470
Sage Mountain Advisors
Georgia
$2.05M +$257K +3,801 +14%
P
1471
Pitcairn
Pennsylvania
$2.05M +$208K +3,069 +11%
MWA
1472
Meridian Wealth Advisors
Texas
$2.05M +$18.3K +270 +0.9%
SIC
1473
Sterling Investment Counsel
New York
$2.04M -$204K -3,011 -9%
LTAS
1474
Linden Thomas Advisory Services
North Carolina
$2.04M +$233K +3,448 +13%
PWM
1475
PBMares Wealth Management
Virginia
$2.04M +$116K +1,715 +6%