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Walmart

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
1926
Chicago Trust
Illinois
$934K -$70.8K -1,176 -7%
LWM
1927
LongView Wealth Management
Georgia
$932K +$20.7K +344 +2%
PTB
1928
Pioneer Trust Bank
Oregon
$930K -$510K -8,478 -35%
PC
1929
Pecaut & Co
Iowa
$929K -$387K -6,426 -29%
UCB
1930
United Community Bank
South Carolina
$928K -$32.5K -540 -3%
FG
1931
Foster Group
Iowa
$927K -$19.1K -317 -2%
SMWM
1932
Silvia McColl Wealth Management
California
$925K +$19.7K +325 +2%
GAM
1933
Gould Asset Management
California
$923K -$2.95K -49 -0.3%
KJWM
1934
Kiley Juergens Wealth Management
Washington
$922K +$922K +15,320 New
NC
1935
Napatree Capital
Rhode Island
$922K -$48.5K -817 -5%
BTW
1936
Boston Trust Walden
Massachusetts
$920K +$21.3K +354 +2%
CFGSD
1937
Compass Financial Group (South Dakota)
South Dakota
$920K -$16.1K -268 -2%
PMA
1938
Prudent Man Advisors
Illinois
$920K -$42.1K -699 -4%
OFG
1939
Oxford Financial Group
Indiana
$917K +$21.8K +363 +2%
FEM
1940
Fulcrum Equity Management
Texas
$915K +$59.9K +995 +7%
IF
1941
IRON Financial
Illinois
$915K +$475K +7,901 +108%
GFA
1942
Gallagher Fiduciary Advisors
Illinois
$910K +$49.7K +826 +6%
AWAU
1943
Alliance Wealth Advisors (Utah)
Utah
$909K +$69.6K +1,156 +8%
TIA
1944
Tandem Investment Advisors
South Carolina
$907K -$339K -5,636 -27%
BOPW
1945
Brandywine Oak Private Wealth
Pennsylvania
$907K -$361 -6 -0%
SCI
1946
Stableford Capital II
Arizona
$906K -$77.7K -1,291 -8%
CWA
1947
Canvas Wealth Advisors
Kansas
$903K +$53.3K +894 +6%
MFS
1948
Monetta Financial Services
Illinois
$903K
SFC
1949
SYM Financial Corp
Indiana
$899K -$8.54K -142 -0.9%
AP
1950
Americana Partners
Texas
$894K -$122K -2,025 -12%