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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 %
WA
1551
Wealth Alliance
New York
$1.82M -$202K -2,989 -10%
FDS
1552
First Dallas Securities
Texas
$1.82M +$534K +7,886 +42%
HBT
1553
Heartland Bank & Trust
Illinois
$1.8M -$23.8K -351 -1%
PHIMC
1554
Private Harbour Investment Management & Counsel
Ohio
$1.8M -$46.7K -690 -3%
WA
1555
WBH Advisory
Maryland
$1.8M -$75.8K -1,120 -4%
PWMG
1556
Prestige Wealth Management Group
New Jersey
$1.8M -$101K -1,489 -5%
HCMT
1557
Highland Capital Management (Tennessee)
Tennessee
$1.8M +$545K +8,054 +44%
LI
1558
LRI Investments
Florida
$1.79M
PNC
1559
Park National Corp
Ohio
$1.79M -$113K -1,667 -6%
PPC
1560
Park Place Capital
Alabama
$1.79M +$241K +3,556 +16%
FCP
1561
Fidelis Capital Partners
Florida
$1.78M -$163K -2,443 -8%
VBCG
1562
Valley Brook Capital Group
Pennsylvania
$1.78M +$8.33K +123 +0.5%
WBC
1563
Westpac Banking Corp
Australia
$1.77M -$1.04M -15,395 -37%
EFG
1564
Everhart Financial Group
Ohio
$1.77M +$188K +2,781 +12%
DLA
1565
Douglas Lane & Associates
New York
$1.77M -$40.6K -599 -2%
RFA
1566
Resurgent Financial Advisors
Georgia
$1.77M -$116K -1,706 -6%
NWM
1567
Northwest Wealth Management
Iowa
$1.77M -$4K -59 -0.2%
OCM
1568
Orser Capital Management
Texas
$1.76M -$15.2K -225 -0.9%
MCWA
1569
Meadow Creek Wealth Advisors
Georgia
$1.76M +$45.1K +666 +3%
VHAM
1570
Van Hulzen Asset Management
California
$1.76M -$60K -886 -3%
IIA
1571
IPG Investment Advisors
California
$1.76M
SM
1572
Samjo Management
New York
$1.75M -$152K -2,250 -8%
SAI
1573
Savvy Advisors Inc
New York
$1.75M +$455K +6,716 +35%
BFC
1574
Bedel Financial Consulting
Indiana
$1.75M -$76.9K -1,135 -4%
CWM
1575
Chesapeake Wealth Management
Virginia
$1.75M +$91.3K +1,349 +6%