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Walmart

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1951
Silverlake Wealth Management
Vermont
$420K +$1.46K +36 +0.3%
KCIA
1952
Kingsbury Capital Investment Advisors
Illinois
$419K +$18.2K +450 +5%
AFT
1953
Alpha Family Trust
California
$419K +$419K +7,455 New
EVM
1954
Evelyn V. Moreno
$419K +$419K +10,350 New
FPS
1955
Fieldpoint Private Securities
Connecticut
$418K -$544K -13,446 -57%
SHFA
1956
SC&H Financial Advisors
Maryland
$418K -$29.8K -735 -7%
FPWM
1957
FSB Premier Wealth Management
Iowa
$418K
AT
1958
American Trust
Kentucky
$418K
TCWM
1959
Total Clarity Wealth Management
Illinois
$418K +$8.63K +213 +2%
AA
1960
Aire Advisors
California
$418K +$130K +3,204 +45%
SIAG
1961
Safeguard Investment Advisory Group
California
$417K
BCM
1962
BTR Capital Management
California
$417K
FWM
1963
Fairhaven Wealth Management
Illinois
$417K +$729 +18 +0.2%
HAIM
1964
Hunter Associates Investment Management
Pennsylvania
$417K +$417K +10,326 New
ORC
1965
O'Rourke & Company
Massachusetts
$416K -$9.47K -234 -2%
SIG
1966
Spinnaker Investment Group
California
$415K -$24.1K -594 -5%
NRA
1967
NSI Retail Advisors
Pennsylvania
$415K
ACM
1968
AUA Capital Management
Pennsylvania
$414K
PD
1969
Planning Directions
Pennsylvania
$414K +$19K +468 +5%
NP
1970
Ninepoint Partners
Ontario, Canada
$411K +$19.2K +474 +5%
VV
1971
Verity & Verity
South Carolina
$410K +$16K +396 +4%
BFG
1972
Barber Financial Group
Kansas
$409K -$14.1K -348 -3%
CG
1973
Corundum Group
Colorado
$408K +$2.8K +69 +0.7%
RSVP
1974
Ramsay Stattman Vela & Price
Colorado
$407K -$3.65K -90 -0.9%
GFP
1975
Gryphon Financial Partners
Ohio
$407K +$33.2K +819 +9%