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Walmart

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
1801
Personal CFO Solutions
New Jersey
$558K +$18.9K +465 +3%
SDWMA
1802
Schneider Downs Wealth Management Advisors
Pennsylvania
$558K +$180K +4,443 +48%
JG
1803
Jefferies Group
New York
$558K -$5.6M -138,240 -91%
CL
1804
COWA LLC
Oklahoma
$557K -$973 -24 -0.2%
PL
1805
Pluribus Labs
California
$557K +$127K +3,126 +29%
CAG
1806
Crestwood Advisors Group
Massachusetts
$555K -$62.3K -1,539 -10%
JWA
1807
JFS Wealth Advisors
Pennsylvania
$554K -$8.39K -207 -1%
TSWM
1808
Triangle Securities Wealth Management
North Carolina
$552K +$23.7K +585 +4%
TSS
1809
Two Sigma Securities
New York
$548K -$123K -3,024 -18%
HCMG
1810
Howard Capital Management Group
California
$548K
CRI
1811
Colonial River Investments
Virginia
$547K -$119K -2,943 -18%
CCM
1812
Carlson Capital Management
Minnesota
$547K -$117K -2,889 -18%
DA
1813
Denali Advisors
California
$547K -$109K -2,700 -17%
CFG
1814
Cooper Financial Group
California
$547K -$12.4K -306 -2%
FEM
1815
Fulcrum Equity Management
Texas
$546K +$8.63K +213 +2%
SSCA
1816
South Shore Capital Advisors
Massachusetts
$545K +$10.3K +255 +2%
CRC
1817
Curi RMB Capital
Illinois
$544K +$4.98K +123 +0.9%
ZIC
1818
ZWJ Investment Counsel
Georgia
$543K +$91.2K +2,253 +20%
TC
1819
Titleist Capital
Texas
$543K +$101K +2,490 +23%
TAM
1820
Townsend Asset Management
North Carolina
$541K -$12K -297 -2%
CF
1821
Copperwynd Financial
Arizona
$541K -$5.11K -126 -0.9%
GFS
1822
GYL Financial Synergies
Connecticut
$539K -$50.2K -1,239 -9%
CANC
1823
Culbertson A N & Co
Virginia
$539K +$5.83K +144 +1%
CWM
1824
Chesapeake Wealth Management
Virginia
$538K -$84.2K -2,079 -14%
CAM
1825
Congress Asset Management
Massachusetts
$538K +$75.7K +1,866 +16%