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Walmart

2,588 hedge funds and large institutions have $112B invested in Walmart in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,119 increasing their positions, 1,002 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
44.75%
Holding in Top 10
116
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.72%
% of All Funds
2.01%
New
151
Increased
1,119
Reduced
1,002
Closed
135
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
1876
Total Clarity Wealth Management
Illinois
$487K +$41.1K +951 +9%
WPW
1877
Warther Private Wealth
Ohio
$486K -$160K -3,705 -25%
SSC
1878
Syverson Strege & Co
Iowa
$486K -$22.9K -531 -5%
CWM
1879
Congress Wealth Management
Massachusetts
$485K -$17.3K -399 -3%
SFP
1880
Sweet Financial Partners
Minnesota
$484K -$17.8K -411 -4%
AA
1881
Aire Advisors
California
$483K +$39K +903 +9%
PIM
1882
Penobscot Investment Management
Massachusetts
$482K
AWM
1883
Affinity Wealth Management
Delaware
$480K -$19.6K -453 -4%
SBF
1884
Sara-Bay Financial
Florida
$479K -$3.37K -78 -0.7%
VCP
1885
Verus Capital Partners
Arizona
$477K -$223K -5,160 -32%
DAM
1886
Derbend Asset Management
Georgia
$477K
IA
1887
Integrity Advisory
Kansas
$477K +$221K +5,124 +87%
CWS
1888
Cypress Wealth Services
California
$475K +$1.03K +24 +0.2%
PWA
1889
Peterson Wealth Advisors
Utah
$472K +$7.4K +171 +2%
ORC
1890
O'Rourke & Company
Massachusetts
$472K +$27.1K +627 +6%
PWA
1891
Physician Wealth Advisors
Utah
$471K +$266 +6 +0.1%
BTIM
1892
BancFirst Trust & Investment Management
Oklahoma
$471K +$174K +3,954 +59%
PD
1893
Planning Directions
Pennsylvania
$469K +$27.5K +636 +6%
MHR
1894
Matthew Hamilton Rosenberg
$469K +$39.4K +912 +9%
CWM
1895
CCG Wealth Management
California
$468K -$1.95K -45 -0.4%
TAIM
1896
TD Ameritrade Investment Management
Nebraska
$467K -$155K -3,588 -25%
SF
1897
SBK Financial
Virginia
$467K
CA
1898
Calton & Associates
Florida
$466K -$18.7K -432 -4%
MAG
1899
Mayfair Advisory Group
Alabama
$466K
MIM
1900
Meixler Investment Management
Arizona
$466K +$10.8K +249 +2%