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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 %
CCWA
1876
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M -$28.5K -421 -2%
DCM
1877
DGS Capital Management
New Jersey
$1.12M +$33K +488 +3%
ACM
1878
Alta Capital Management
Utah
$1.12M
WMA
1879
Wealth Management Associates
New Jersey
$1.12M
PFSC
1880
Peoples Financial Services Corp
Pennsylvania
$1.12M -$21.5K -318 -2%
AAS
1881
Annex Advisory Services
Wisconsin
$1.12M -$148K -2,187 -12%
CHA
1882
Carmichael Hill & Associates
Maryland
$1.12M -$200K -2,958 -15%
APW
1883
Austin Private Wealth
Texas
$1.11M -$106K -1,572 -9%
BWM
1884
BKM Wealth Management
Wisconsin
$1.11M -$448K -6,621 -29%
DWM
1885
Drive Wealth Management
Utah
$1.11M +$22.5K +333 +2%
IIM
1886
Intact Investment Management
Quebec, Canada
$1.11M +$334K +4,930 +43%
NG
1887
Norden Group
Utah
$1.11M -$16.9K -249 -2%
DA
1888
Dillon & Associates
Michigan
$1.11M
CRI
1889
Colonial River Investments
Virginia
$1.1M -$49.6K -733 -4%
LFA
1890
Laraway Financial Advisors
Minnesota
$1.1M +$474 +7 +0%
AWAU
1891
Alliance Wealth Advisors (Utah)
Utah
$1.1M +$79.4K +1,173 +8%
MCWS
1892
McKinley Carter Wealth Services
West Virginia
$1.1M +$7.38K +109 +0.7%
FG
1893
Foster Group
Iowa
$1.1M +$53.4K +788 +5%
BFAG
1894
Blackston Financial Advisory Group
Florida
$1.1M +$150K +2,221 +16%
OFG
1895
Oxford Financial Group
Indiana
$1.09M +$62.4K +922 +6%
FMLI
1896
Fukoku Mutual Life Insurance
Japan
$1.09M -$36.1K -533 -3%
HFM
1897
Hartford Financial Management
Connecticut
$1.09M -$54.6K -807 -5%
TC
1898
Trust Company
Kansas
$1.09M +$226K +3,343 +26%
OIS
1899
Okabena Investment Services
Minnesota
$1.08M +$565K +8,343 +109%
MAWA
1900
Moss Adams Wealth Advisors
Washington
$1.08M +$124K +1,832 +13%