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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 %
HCM
1951
Howland Capital Management
Massachusetts
$426K
GFP
1952
Gryphon Financial Partners
Ohio
$426K +$29.9K +636 +8%
OCPWS
1953
One Charles Private Wealth Services
Massachusetts
$426K +$426K +9,051 New
CPA
1954
Clear Perspective Advisors
Illinois
$426K +$426K +9,060 New
MIM
1955
Montgomery Investment Management
Maryland
$424K -$113K -2,400 -21%
PCMK
1956
Paragon Capital Management (Kansas)
Kansas
$424K -$30.3K -645 -7%
FNBSF
1957
First National Bank Sioux Falls
South Dakota
$424K
NAMM
1958
NorthStar Asset Management (Massachusetts)
Massachusetts
$423K +$423K +9,000 New
JHP
1959
James Hambro & Partners
United Kingdom
$423K
PFA
1960
Paradigm Financial Advisors
Missouri
$420K
MHR
1961
Matthew Hamilton Rosenberg
$419K -$6.34K -135 -1%
PB
1962
Pinnacle Bancorp
Nebraska
$419K
APA
1963
Allegiant Private Advisors
Florida
$418K -$63.4K -1,347 -13%
CAM
1964
Congress Asset Management
Massachusetts
$417K -$127K -2,694 -23%
PP
1965
Patron Partners
Texas
$417K +$34.8K +741 +9%
MCM
1966
McRae Capital Management
New Jersey
$416K +$141K +3,000 +51%
LF
1967
Lantz Financial
Illinois
$414K
EFG
1968
Everhart Financial Group
Ohio
$414K +$157K +3,348 +61%
WA
1969
WealthTrust Axiom
Pennsylvania
$412K -$55.5K -1,182 -12%
GF
1970
Gries Financial
Ohio
$412K
TA
1971
TFG Advisers
Michigan
$412K +$1.55K +33 +0.4%
SWA
1972
SOA Wealth Advisors
New York
$412K +$6.48K +138 +2%
NS
1973
Newman & Schimel
Illinois
$411K +$1.55K +33 +0.4%
BWA
1974
Beam Wealth Advisors
Louisiana
$411K +$20.6K +438 +5%
PFA
1975
Pettinga Financial Advisors
Indiana
$410K -$14.5K -309 -3%