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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 %
HIC
1826
Hartline Investment Corp
Illinois
$1.1M -$11.1M -184,304 -91%
BCA
1827
Bay Colony Advisors
Massachusetts
$1.1M -$52.8K -878 -5%
EA
1828
Everpar Advisors
Oklahoma
$1.1M +$5.36K +89 +0.5%
VNA
1829
Valley National Advisers
Pennsylvania
$1.09M +$10.8K +180 +1%
HS
1830
HighVista Strategies
Massachusetts
$1.09M +$1.09M +18,100 New
AF
1831
Aldebaran Financial
$1.09M -$59.9K -996 -5%
FAG
1832
Financial Advisory Group
Texas
$1.09M +$301 +5 +0%
RBC
1833
Romano Brothers & Co
Illinois
$1.09M
BMC
1834
Benin Management Corp
Connecticut
$1.08M +$3.43K +57 +0.3%
IWA
1835
Icon Wealth Advisors
Texas
$1.08M +$39.1K +649 +4%
MPI
1836
Mairs & Power Inc
Minnesota
$1.08M -$159K -2,650 -13%
MFG
1837
Magnus Financial Group
New York
$1.08M +$101K +1,683 +10%
MLA
1838
MB, Levis & Associates
Pennsylvania
$1.08M +$14.6K +243 +1%
SAA
1839
Southeast Asset Advisors
Georgia
$1.08M +$903 +15 +0.1%
ZIMP
1840
Zimmermann Investment Management & Planning
Pennsylvania
$1.08M +$41.2K +684 +4%
RIA
1841
Realta Investment Advisors
Delaware
$1.07M +$24.2K +403 +2%
POIA
1842
Pin Oak Investment Advisors
Texas
$1.07M -$39.8K -661 -4%
APW
1843
Austin Private Wealth
Texas
$1.07M +$30.4K +512 +3%
MWM
1844
Merriman Wealth Management
Washington
$1.07M +$43K +712 +4%
WP
1845
Wealthspan Partners
Iowa
$1.07M +$25.5K +423 +2%
MAM
1846
MWA Asset Management
Massachusetts
$1.07M +$43.9K +729 +4%
AIA
1847
Allied Investment Advisors
Montana
$1.07M -$223K -3,705 -17%
LWA
1848
Lineweaver Wealth Advisors
Ohio
$1.07M -$27.1K -451 -2%
SW
1849
Solidarity Wealth
Utah
$1.06M -$2.5M -41,477 -70%
RWS
1850
Resolute Wealth Strategies
Mississippi
$1.06M +$11.1K +184 +1%