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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 %
DFA
1651
Davies Financial Advisors
California
$1.57M -$51.1K -754 -3%
AIM
1652
AHL Investment Management
Florida
$1.57M -$51.8K -765 -3%
FCAS
1653
First Command Advisory Services
Texas
$1.57M -$57.2K -845 -4%
UCI
1654
Uncommon Cents Investing
Wisconsin
$1.57M +$65.7K +970 +4%
TWM
1655
Tradition Wealth Management
Minnesota
$1.57M +$25.9K +383 +2%
KJWM
1656
Kiley Juergens Wealth Management
Washington
$1.57M +$532K +7,863 +51%
TBNY
1657
Trustco Bank (New York)
New York
$1.57M +$10.2K +150 +0.7%
MSFS
1658
Main Street Financial Solutions
Pennsylvania
$1.57M +$19.2K +283 +1%
MIS
1659
Morningstar Investment Services
Illinois
$1.57M +$250K +3,686 +19%
PIA
1660
Pinion Investment Advisors
Kansas
$1.57M +$16.3K +241 +1%
DI
1661
Disciplined Investments
Oklahoma
$1.56M +$5.08K +75 +0.3%
SI
1662
Saxon Interests
Texas
$1.56M -$47.4K -700 -3%
IP
1663
Intellectus Partners
California
$1.56M -$147K -2,177 -9%
ECM
1664
Elgethun Capital Management
South Dakota
$1.56M +$1.49K +22 +0.1%
FCT
1665
First Community Trust
Iowa
$1.55M
AWS
1666
Aspen Wealth Strategies
Colorado
$1.55M -$32.6K -459 -2%
PA
1667
Prossimo Advisors
California
$1.55M +$1.55M +22,903 New
C
1668
Certuity
Florida
$1.55M +$210K +3,098 +16%
RGI
1669
River Global Investors
United Kingdom
$1.55M -$19.8K -293 -1%
GAA
1670
Guardian Asset Advisors
Pennsylvania
$1.55M +$152K +2,247 +11%
NL
1671
NWAM LLC
Washington
$1.55M -$106K -1,559 -6%
DMBA
1672
Deseret Mutual Benefit Administrators
Utah
$1.54M -$60.7K -897 -4%
CFP
1673
Catalyst Financial Partners
Massachusetts
$1.54M +$24.6K +363 +2%
IP
1674
Investment Partners
Ohio
$1.54M +$1.08K +16 +0.1%
HCM
1675
HMS Capital Management
Tennessee
$1.53M +$104K +1,536 +7%