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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 %
GAM
1926
Garrison Asset Management
Arkansas
$452K -$5.58K -129 -1%
GRQ
1927
Gardner Russo & Quinn
Pennsylvania
$451K
CL
1928
CPWM LLC
Washington
$450K -$196K -4,530 -30%
SIAG
1929
Safeguard Investment Advisory Group
California
$448K +$85.3K +1,977 +24%
AT
1930
American Trust
Kentucky
$446K
HAIM
1931
Hunter Associates Investment Management
Pennsylvania
$446K +$130 +3 +0%
NRA
1932
NSI Retail Advisors
Pennsylvania
$443K
EI
1933
Ethic Inc
New York
$442K +$142K +3,276 +47%
WDL
1934
Well Done LLC
Michigan
$441K +$33.5K +774 +8%
KCIA
1935
Kingsbury Capital Investment Advisors
Illinois
$438K -$9.61K -222 -2%
WW
1936
Westshore Wealth
California
$437K -$38.8K -897 -8%
OCPWS
1937
One Charles Private Wealth Services
Massachusetts
$437K +$648 +15 +0.1%
CANC
1938
Culbertson A N & Co
Virginia
$436K -$138K -3,201 -24%
SF
1939
Summit Financial
New Jersey
$436K +$66.9K +1,548 +18%
RSVP
1940
Ramsay Stattman Vela & Price
Colorado
$434K
TWM
1941
Tradition Wealth Management
Minnesota
$434K +$26.9K +621 +7%
IF
1942
Ironwood Financial
Arizona
$433K +$260 +6 +0.1%
IAMOG
1943
Investors Asset Management of Georgia
Georgia
$430K
VV
1944
Verity & Verity
South Carolina
$426K -$12.1K -279 -3%
HCM
1945
Howland Capital Management
Massachusetts
$426K +$97.2K +2,250 +30%
MC
1946
Maverick Capital
Texas
$426K +$426K +9,858 New
CC
1947
Capital Counsel
New York
$425K
AG
1948
AIA Group
Hong Kong
$424K -$261K -6,051 -38%
JFA
1949
JNBA Financial Advisors
Minnesota
$424K +$3.37K +78 +0.8%
PWAC
1950
Private Wealth Advisors (California)
California
$423K +$260 +6 +0.1%