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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 %
LI
1851
Louisbourg Investments
New Brunswick, Canada
$1.16M -$413K -6,100 -26%
RWI
1852
Red Wave Investments
Pennsylvania
$1.16M
PG
1853
Proffitt & Goodson
Tennessee
$1.16M -$27.6K -408 -2%
EFA
1854
Evernest Financial Advisors
Indiana
$1.16M -$17.3K -256 -1%
CRC
1855
Curi RMB Capital
Illinois
$1.16M -$135K -1,999 -10%
MYIA
1856
Mount Yale Investment Advisors
Colorado
$1.16M -$9.55K -141 -0.8%
CIM
1857
CIM Investment Management
Pennsylvania
$1.15M -$6.57K -97 -0.6%
CM
1858
Columbus Macro
Pennsylvania
$1.15M -$12.1K -177 -1%
RPWA
1859
Regent Peak Wealth Advisors
Georgia
$1.15M +$10.2K +151 +0.9%
AIA
1860
Allied Investment Advisors
Montana
$1.15M -$52.8K -780 -4%
PCS
1861
Personal CFO Solutions
New Jersey
$1.15M -$2.44K -36 -0.2%
LWA
1862
Lineweaver Wealth Advisors
Ohio
$1.15M -$54.7K -808 -5%
FFO
1863
Fiduciary Family Office
Florida
$1.15M +$56.3K +832 +5%
VNA
1864
Valley National Advisers
Pennsylvania
$1.14M -$91.7K -1,356 -7%
RBC
1865
Romano Brothers & Co
Illinois
$1.14M -$82.9K -1,225 -7%
GCS
1866
Gordian Capital (Singapore)
Singapore
$1.14M
BFO
1867
Biltmore Family Office
North Carolina
$1.14M +$3.05K +45 +0.3%
BAM
1868
Byrne Asset Management
New Jersey
$1.14M -$42.4K -625 -4%
RWM
1869
Revisor Wealth Management
Ohio
$1.13M +$99.3K +1,466 +10%
PA
1870
Probity Advisors
Texas
$1.13M +$55.5K +819 +5%
JGIA
1871
Jackson Grant Investment Advisers
Connecticut
$1.13M +$339 +5 +0%
CCG
1872
Catalina Capital Group
California
$1.13M +$55.9K +826 +5%
CG
1873
Clarus Group
Texas
$1.13M +$313K +4,617 +38%
STA
1874
Smith Thornton Advisors
Alabama
$1.13M +$1.13M +16,640 New
SC
1875
Summa Corp
Texas
$1.12M +$5.08K +75 +0.5%