WMT icon

Walmart

2,489 hedge funds and large institutions have $122B invested in Walmart in 2021 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,154 increasing their positions, 903 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,489
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
43.45%
Holding in Top 10
83
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.7%
% of All Funds
1.45%
New
163
Increased
1,154
Reduced
903
Closed
115
Calls
$4.05B
Puts
$3.09B
Net Calls
+$959M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Shares
Change %
OR
1926
Olympiad Research
Connecticut
$452K +$22.7K +483 +5%
FBT
1927
First Bank & Trust
South Dakota
$451K
MC
1928
Machina Capital
France
$451K +$451K +9,600 New
TFA
1929
Trinity Financial Advisors
Ohio
$450K -$1.13K -24 -0.2%
AIA
1930
Armor Investment Advisors
North Carolina
$450K +$25.9K +552 +6%
RHP
1931
Royal Harbor Partners
Texas
$449K
LIA
1932
LBMC Investment Advisors
Tennessee
$449K +$203K +4,314 +82%
EWM
1933
Endurance Wealth Management
Rhode Island
$448K -$22.2K -474 -5%
TPWA
1934
TRUE Private Wealth Advisors
Oregon
$447K -$138K -2,934 -24%
KFS
1935
Kelly Financial Services
Massachusetts
$447K +$444K +187,695 +13,720%
SIAM
1936
Sterling Investment Advisors (Missouri)
Missouri
$446K +$282 +6 +0.1%
FCCM
1937
First City Capital Management
Georgia
$443K +$6.27K +126 +1%
MC
1938
Middleton & Co
Massachusetts
$441K +$5.92K +126 +1%
KIG
1939
Kowal Investment Group
Wisconsin
$441K +$21.6K +459 +5%
ACP
1940
Aveo Capital Partners
Colorado
$440K -$2.26K -48 -0.5%
Financial Engines Advisors
1941
Financial Engines Advisors
California
$436K -$94.2K -2,004 -18%
SJL
1942
Shayne & Jacobs LLC
Tennessee
$433K -$3.52K -75 -0.8%
NJBEST
1943
New Jersey Better Educational Savings Trust
New Jersey
$433K
SIC
1944
Samalin Investment Counsel
New York
$433K +$3.25K +69 +0.8%
JFA
1945
JNBA Financial Advisors
Minnesota
$433K +$6.34K +135 +1%
RHJA
1946
Rice Hall James & Associates
California
$432K
BWA
1947
Burt Wealth Advisors
Maryland
$430K -$31.5K -669 -7%
SDWMA
1948
Schneider Downs Wealth Management Advisors
Pennsylvania
$430K +$6.34K +135 +1%
UF
1949
Univest Financial
Pennsylvania
$428K +$14.1K +300 +3%
VCM
1950
Violich Capital Management
California
$427K -$169K -3,600 -28%