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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 %
IWS
1576
Insight Wealth Strategies
California
$1.74M +$18.1K +267 +1%
PWPS
1577
Pinnacle Wealth Planning Services
Ohio
$1.74M +$28.6K +422 +2%
MBT
1578
Montecito Bank & Trust
California
$1.74M -$30.1K -445 -2%
LSPW
1579
Lake Street Private Wealth
Illinois
$1.74M -$101K -1,494 -6%
RVPG
1580
Relative Value Partners Group
$1.74M +$1.42M +20,980 +448%
FW
1581
FullCircle Wealth
Texas
$1.74M +$1.74M +24,611 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1582
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.74M -$3.29M -48,639 -65%
LA
1583
LVW Advisors
New York
$1.74M +$70.2K +1,037 +4%
BAM
1584
Beaumont Asset Management
Texas
$1.73M +$3.39K +50 +0.2%
BCM
1585
Birmingham Capital Management
Alabama
$1.73M +$63.6K +940 +4%
TCOTS
1586
Trust Company of the South
North Carolina
$1.73M +$10.6K +156 +0.6%
EWA
1587
Exencial Wealth Advisors
Oklahoma
$1.73M +$258K +3,805 +18%
PTP
1588
Platform Technology Partners
New York
$1.73M +$1.73M +25,492 New
DC
1589
DeDora Capital
California
$1.72M +$32.2K +476 +2%
GWI
1590
Grace & White Inc
New York
$1.72M
PCA
1591
Prosperity Capital Advisors
Ohio
$1.71M -$922K -13,620 -35%
CFS
1592
Commonwealth Financial Services
West Virginia
$1.71M +$1.05M +15,091 +160%
TWM
1593
Triton Wealth Management
Arizona
$1.71M +$249K +3,527 +17%
MW
1594
Marcum Wealth
Ohio
$1.71M -$213K -3,147 -11%
BFA
1595
Brown Financial Advisors
Ohio
$1.71M +$1.71M +25,232 New
HNB
1596
Hilltop National Bank
Wyoming
$1.7M +$17.3K +255 +1%
TF
1597
TLWM Financial
Texas
$1.7M +$7.18K +106 +0.4%
XF
1598
XML Financial
Maryland
$1.7M +$30.8K +455 +2%
PPWP
1599
Premier Path Wealth Partners
New Jersey
$1.69M +$109K +1,612 +7%
GC
1600
Gilbert & Cook
Iowa
$1.69M -$105K -1,552 -6%