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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 %
MW
1926
MBL Wealth
North Carolina
$1.04M -$219K -3,238 -17%
LC
1927
LCNB Corp
Ohio
$1.04M -$15.3K -226 -1%
BTW
1928
Boston Trust Walden
Massachusetts
$1.04M +$4.67K +69 +0.5%
SMWM
1929
Silvia McColl Wealth Management
California
$1.04M +$5.08K +75 +0.5%
IFU
1930
iSAM Funds (UK)
United Kingdom
$1.04M +$652K +9,635 +169%
VV
1931
Verity & Verity
South Carolina
$1.04M +$329K +4,852 +46%
GAM
1932
Gould Asset Management
California
$1.04M -$1.69K -25 -0.2%
FEM
1933
Fulcrum Equity Management
Texas
$1.04M +$6.23K +92 +0.6%
AL
1934
Aspiriant LLC
California
$1.03M -$134K -1,984 -12%
CFGSD
1935
Compass Financial Group (South Dakota)
South Dakota
$1.03M -$4.67K -69 -0.5%
MAG
1936
MRA Advisory Group
New Jersey
$1.03M -$64K -945 -6%
PIA
1937
Perennial Investment Advisors
California
$1.03M +$43.3K +640 +4%
NFSG
1938
Newbridge Financial Services Group
Florida
$1.03M +$271K +4,008 +36%
SWK
1939
Stephen W. Kidder
$1.02M -$48.4K -715 -5%
TA
1940
TFB Advisors
Kansas
$1.02M +$77.3K +1,141 +8%
MFS
1941
Monetta Financial Services
Illinois
$1.02M
UCB
1942
United Community Bank
South Carolina
$1.01M -$36.1K -533 -3%
ACM
1943
AlphaStar Capital Management
North Carolina
$1M -$107K -1,581 -10%
PIMG
1944
Patriot Investment Management Group
Tennessee
$1M -$183K -2,709 -15%
ACA
1945
Atlas Capital Advisors
Wyoming
$1M -$149K -2,199 -13%
SCI
1946
Stableford Capital II
Arizona
$1M -$69.8K -983 -7%
WE
1947
Wealth Effects
Massachusetts
$999K +$39.9K +590 +4%
CAMV
1948
Concord Asset Management (Virginia)
Virginia
$999K +$158K +2,338 +19%
BCG
1949
Breakwater Capital Group
New Jersey
$996K +$102K +1,501 +11%
BW
1950
BIP Wealth
Georgia
$995K -$5.01K -74 -0.5%