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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 %
WQ
1776
Wealth Quarterback
New Jersey
$1.33M -$25.6K -378 -2%
CJL
1777
Cyrus J. Lawrence
New York
$1.32M -$609K -9,000 -32%
WDC
1778
Woodward Diversified Capital
California
$1.32M +$72.7K +1,073 +6%
FRM
1779
Foundation Resource Management
Arkansas
$1.32M -$6.77K -100 -0.5%
FM
1780
Freemont Management
Switzerland
$1.32M -$6.47M -95,500 -83%
TCG
1781
Transcendent Capital Group
Oklahoma
$1.32M +$1.76K +26 +0.1%
ZIMP
1782
Zimmermann Investment Management & Planning
Pennsylvania
$1.31M +$103K +1,526 +9%
SDAM
1783
Shulman DeMeo Asset Management
New York
$1.31M -$17.1K -252 -1%
DAS
1784
Diversify Advisory Services
Utah
$1.3M +$123K +1,765 +10%
SFS
1785
Security Financial Services
Indiana
$1.3M +$10.2K +150 +0.8%
SA
1786
SRN Advisors
Pennsylvania
$1.3M +$35.3K +522 +3%
RPGK
1787
Retirement Planning Group (Kansas)
Kansas
$1.3M -$171K -2,520 -12%
TW
1788
Towerpoint Wealth
California
$1.29M -$43.6K -644 -3%
TIM
1789
Tevis Investment Management
Texas
$1.29M +$11.2K +165 +0.9%
BBP
1790
Banco BTG Pactual
Brazil
$1.29M +$288K +4,180 +29%
CST
1791
Charles Schwab Trust
Nevada
$1.29M -$170K -2,510 -12%
MSCM
1792
McElhenny Sheffield Capital Management
Texas
$1.29M -$676K -9,991 -34%
PWP
1793
Principle Wealth Partners
Connecticut
$1.28M +$17.5K +258 +1%
TWA
1794
TCI Wealth Advisors
Arizona
$1.28M +$36.3K +536 +3%
FAIM
1795
Financial Advocates Investment Management
Washington
$1.28M -$575K -8,499 -31%
ACGA
1796
Atlanta Consulting Group Advisors
Georgia
$1.28M
FNBOH
1797
First National Bank of Hutchinson
Kansas
$1.27M +$354K +5,227 +38%
BCA
1798
Bay Colony Advisors
Massachusetts
$1.27M +$38K +561 +3%
RIA
1799
Realta Investment Advisors
Delaware
$1.27M +$63.4K +937 +5%
MLA
1800
My Legacy Advisors
Oregon
$1.27M +$30.1K +444 +2%