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Walmart

2,588 hedge funds and large institutions have $112B invested in Walmart in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,119 increasing their positions, 1,002 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
44.75%
Holding in Top 10
116
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.72%
% of All Funds
2.01%
New
151
Increased
1,119
Reduced
1,002
Closed
135
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
YWP
1476
YorkBridge Wealth Partners
New York
$981K +$28.8K +666 +3%
AAS
1477
Annex Advisory Services
Wisconsin
$977K -$235K -5,424 -19%
PG
1478
Patten Group
Tennessee
$973K -$35.3K -825 -4%
CST
1479
Charles Schwab Trust
Nevada
$973K -$13.5K -312 -1%
NP
1480
NorthRock Partners
Minnesota
$970K +$711K +16,428 +274%
VBCG
1481
Valley Brook Capital Group
Pennsylvania
$968K +$13K +300 +1%
MS
1482
Maven Securities
Jersey
$966K +$966K +22,332 New
DA
1483
Dillon & Associates
Michigan
$964K -$31.3K -723 -3%
IWS
1484
Insight Wealth Strategies
California
$963K
PR
1485
Payden & Rygel
California
$960K
WPP
1486
Whalerock Point Partners
Rhode Island
$959K
NCM
1487
Narwhal Capital Management
Georgia
$957K +$409K +9,471 +75%
BFO
1488
Boston Family Office
Massachusetts
$956K +$10.8K +249 +1%
RG
1489
Renaissance Group
Kentucky
$953K -$23.1K -534 -2%
BEAM
1490
Baker Ellis Asset Management
Washington
$953K +$19.3K +447 +2%
MLA
1491
My Legacy Advisors
Oregon
$952K +$43.8K +1,008 +5%
RBC
1492
Romano Brothers & Co
Illinois
$947K +$947K +21,900 New
WMA
1493
West Michigan Advisors
Michigan
$946K +$8.96K +207 +1%
MW
1494
Marcum Wealth
Ohio
$946K +$41K +948 +5%
BWA
1495
Beam Wealth Advisors
Louisiana
$943K -$259 -6 -0%
BBL
1496
Beck Bode LLC
Massachusetts
$941K +$51.5K +1,191 +6%
AA
1497
Advisory Alpha
Michigan
$941K +$98.3K +2,274 +12%
IPW
1498
Inlet Private Wealth
Florida
$940K
AB
1499
Atlas Brown
Kentucky
$938K +$4.54K +105 +0.5%
BFO
1500
Biltmore Family Office
North Carolina
$937K +$3.11K +72 +0.3%