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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 %
BIP
1701
Blueprint Investment Partners
North Carolina
$1.49M +$4.13K +61 +0.3%
BFIM
1702
Beese Fulmer Investment Management
Ohio
$1.49M +$147K +2,169 +11%
IPW
1703
Inlet Private Wealth
Florida
$1.48M +$20.3K +300 +1%
RCM
1704
Ridgepath Capital Management
Tennessee
$1.48M +$527K +7,776 +55%
SA
1705
SRH Advisors
Kansas
$1.48M -$2.24M -33,044 -60%
FWTB
1706
First Western Trust Bank
Colorado
$1.48M -$23.1K -341 -2%
PMG
1707
ProVise Management Group
Florida
$1.47M +$4.88K +72 +0.3%
PFA
1708
Professional Financial Advisors
Nebraska
$1.47M +$19.2K +284 +1%
MTIC
1709
Missouri Trust & Investment Company
Missouri
$1.46M -$6.84K -101 -0.5%
IFWM
1710
Institute for Wealth Management
Colorado
$1.46M +$143K +2,119 +11%
FMTC
1711
Farmers & Merchants Trust Company
California
$1.46M +$50.9K +752 +4%
PG
1712
Prostatis Group
Maryland
$1.46M -$43.4K -633 -3%
UAS
1713
United Asset Strategies
New York
$1.46M -$134K -1,979 -8%
B
1714
Birchbrook
Maine
$1.45M -$59.9K -884 -4%
SSWM
1715
Sheets Smith Wealth Management
North Carolina
$1.45M +$21.1K +312 +1%
EFSCE
1716
Enterprise Financial Services Corp (EFSC)
Missouri
$1.45M -$3.05K -45 -0.2%
SICM
1717
Sustainable Insight Capital Management
New York
$1.45M +$636K +9,400 +78%
LCM
1718
Liberty Capital Management
Michigan
$1.45M +$27.6K +408 +2%
GFP
1719
Gryphon Financial Partners
Ohio
$1.45M +$116K +1,709 +9%
FFA
1720
First Foundation Advisors
California
$1.44M -$72.6K -1,072 -5%
NB
1721
Nicolet Bankshares
Wisconsin
$1.44M -$30.8K -455 -2%
TA
1722
TCM Advisors
West Virginia
$1.44M -$1.45M
BFW
1723
Brady Family Wealth
Missouri
$1.44M -$25K -369 -2%
AF
1724
Advisornet Financial
Minnesota
$1.44M +$47.4K +700 +3%
CWP
1725
Cyndeo Wealth Partners
Florida
$1.43M +$246K +3,627 +21%