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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 %
WAG
1601
Winthrop Advisory Group
Massachusetts
$1.69M -$131K -1,930 -7%
LIG
1602
Lokken Investment Group
Delaware
$1.69M +$122K +1,804 +8%
GA
1603
GoalVest Advisory
New York
$1.69M -$6.97K -103 -0.4%
OPA
1604
Old Port Advisors
Maine
$1.69M +$11.8K +174 +0.7%
HFM
1605
Harvest Fund Management
China
$1.69M +$1.23M +18,162 +270%
SIS
1606
Sound Income Strategies
Florida
$1.68M +$73.7K +1,089 +5%
CCM
1607
Chilton Capital Management
Texas
$1.68M -$99.9K -1,476 -6%
BCMLT
1608
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.68M +$19K +281 +1%
WP
1609
WMS Partners
Maryland
$1.68M -$880 -13 -0.1%
CCWM
1610
Cassaday & Co Wealth Management
Virginia
$1.68M -$179K -2,644 -10%
VWM
1611
Vigilare Wealth Management
Arizona
$1.67M +$880 +13 +0.1%
DS
1612
DRW Securities
Illinois
$1.67M +$483K +7,130 +41%
WSCM
1613
Wellington Shields Capital Management
New York
$1.67M +$67.7K +1,000 +4%
MWM
1614
Massachusetts Wealth Management
Massachusetts
$1.67M +$66K +975 +4%
LFA
1615
Legacy Financial Advisors
Kentucky
$1.67M +$55K +812 +3%
GWSG
1616
GPS Wealth Strategies Group
Colorado
$1.67M -$24.6K -363 -1%
ATC
1617
Adirondack Trust Company
New York
$1.66M -$1.9K -28 -0.1%
LA
1618
Legacy Advisors
Pennsylvania
$1.66M +$781K +11,531 +89%
CPM
1619
Connective Portfolio Management
New York
$1.66M
FIM
1620
Freedom Investment Management
Connecticut
$1.66M +$312K +4,610 +23%
LCM
1621
Logan Capital Management
Pennsylvania
$1.65M +$271 +4 +0%
HCM
1622
Hollencrest Capital Management
California
$1.65M +$3.52K +52 +0.2%
TCOT
1623
Trust Company of Toledo
Ohio
$1.64M +$5.28K +78 +0.3%
FCFC
1624
First Commonwealth Financial Corp
Pennsylvania
$1.64M -$178K -2,631 -10%
DCM
1625
Davis Capital Management
Florida
$1.64M -$17.5K -260 -1%