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Walmart

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
1751
Advisornet Financial
Minnesota
$1.23M -$265K -4,403 -18%
LC
1752
Lavaca Capital
Texas
$1.23M +$321K +5,328 +35%
TWM
1753
Triton Wealth Management
Arizona
$1.23M +$423K +7,125 +53%
FNB
1754
Farmers National Bank
Kentucky
$1.22M -$40.4K -672 -3%
CGFA
1755
Colton Groome Financial Advisors
North Carolina
$1.22M +$120 +2 +0%
WLIM
1756
White Lighthouse Investment Management
Massachusetts
$1.21M -$6.32K -105 -0.5%
NRS
1757
Neville Rodie & Shaw
New York
$1.21M -$7.04K -117 -0.6%
ANBTV
1758
American National Bank & Trust (Virginia)
Virginia
$1.21M +$1.21M +20,076 New
RP
1759
Rice Partnership
Hawaii
$1.21M +$41.5K +690 +4%
ICM
1760
IMS Capital Management
Oregon
$1.21M +$27.8K +462 +2%
LW
1761
Linscomb Wealth
Texas
$1.2M -$43.4K -721 -3%
WQ
1762
Wealth Quarterback
New Jersey
$1.2M +$17.2K +286 +1%
RWM
1763
Revisor Wealth Management
Ohio
$1.2M +$466K +5,927 +63%
CastleKeep Investment Advisors
1764
CastleKeep Investment Advisors
Connecticut
$1.2M -$7.16K -119 -0.6%
CT
1765
Coastline Trust
Rhode Island
$1.2M +$57.8K +961 +5%
FIM
1766
Freedom Investment Management
Connecticut
$1.19M +$55.9K +929 +5%
BFA
1767
Bill Few Associates
Pennsylvania
$1.19M +$145K +2,404 +14%
CB
1768
Centennial Bank
Arkansas
$1.19M -$32.5K -540 -3%
AWS
1769
Arkfeld Wealth Strategies
Nebraska
$1.19M +$317K +5,237 +36%
IA
1770
Insight Advisors
Pennsylvania
$1.19M -$84.1K -1,398 -7%
BFIM
1771
Beese Fulmer Investment Management
Ohio
$1.19M +$2.05K +34 +0.2%
TW
1772
Towerpoint Wealth
California
$1.19M +$722 +12 +0.1%
EGA
1773
Eagle Global Advisors
Texas
$1.19M
CRWM
1774
Castle Rock Wealth Management
California
$1.18M +$78.7K +1,338 +7%
MA
1775
MJP Associates
Connecticut
$1.18M +$1.18M +19,659 New