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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 %
SAA
1826
Southeast Asset Advisors
Georgia
$1.22M +$2.1K +31 +0.2%
SFG
1827
Sunburst Financial Group
Alabama
$1.21M +$55.8K +824 +5%
V
1828
ViaWealth
Kansas
$1.21M -$33.7K -497 -3%
DOA
1829
D'Orazio & Associates
Virginia
$1.21M +$26.7K +395 +2%
LRPA
1830
L. Roy Papp & Associates
Arizona
$1.21M +$75.6K +1,116 +7%
DWA
1831
Delap Wealth Advisory
Oregon
$1.21M -$1.3M -19,262 -52%
WP
1832
Wealthspan Partners
Iowa
$1.2M -$1.83K -27 -0.2%
CWP
1833
Concord Wealth Partners
Virginia
$1.2M +$142K +2,093 +13%
MAM
1834
MWA Asset Management
Massachusetts
$1.2M -$2.64K -39 -0.2%
PA
1835
PFW Advisors
Georgia
$1.19M -$83K -1,226 -7%
JSW
1836
Journey Strategic Wealth
New Jersey
$1.19M +$411K +6,073 +53%
DCM
1837
Donaldson Capital Management
Indiana
$1.19M +$1.49K +22 +0.1%
SSWM
1838
Strait & Sound Wealth Management
California
$1.19M +$28.8K +426 +2%
FPCP
1839
Fort Point Capital Partners
California
$1.18M +$15.9K +235 +1%
Bank Julius Baer & Co
1840
Bank Julius Baer & Co
Switzerland
$1.18M -$135M -2,052,768 -99%
RWS
1841
Resolute Wealth Strategies
Mississippi
$1.18M -$16K -237 -1%
IWA
1842
Icon Wealth Advisors
Texas
$1.18M -$58.5K -853 -5%
SFC
1843
SYM Financial Corp
Indiana
$1.18M +$166K +2,456 +16%
MWM
1844
Merriman Wealth Management
Washington
$1.18M -$23.8K -352 -2%
TPW
1845
Transatlantique Private Wealth
New York
$1.17M -$78.8K -1,165 -6%
SC
1846
Savoie Capital
Illinois
$1.17M
SFA
1847
Souders Financial Advisors
Ohio
$1.17M -$676K -9,989 -37%
SQA
1848
Simon Quick Advisors
New Jersey
$1.17M +$312K +4,605 +37%
AMCA
1849
Arthur M. Cohen & Associates
Illinois
$1.17M
SF
1850
Slagle Financial
Illinois
$1.16M +$656K +9,695 +129%