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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 %
RG
1951
Renaissance Group
Kentucky
$892K +$8.66K +144 +1%
RW
1952
REDW Wealth
New Mexico
$892K -$85K -1,413 -9%
APG
1953
Abacus Planning Group
South Carolina
$890K -$179K -2,976 -17%
BW
1954
BIP Wealth
Georgia
$889K +$133K +2,211 +18%
CFMC
1955
Curbstone Financial Management Corp
New Hampshire
$888K -$18.1K -300 -2%
KPWG
1956
KFA Private Wealth Group
Virginia
$883K +$29.8K +495 +3%
DAM
1957
Derbend Asset Management
Georgia
$881K +$67.8K +1,126 +8%
SMH
1958
Sanders Morris Harris
Texas
$879K +$879K +14,607 New
OFS
1959
OneAscent Financial Services
Alabama
$878K -$24.7K -410 -3%
OL
1960
Optas LLC
Texas
$878K -$12.8K -213 -1%
VC
1961
Veracity Capital
Georgia
$877K +$56K +930 +7%
FFA
1962
Founders Financial Alliance
North Carolina
$877K -$1.38K -23 -0.2%
PIA
1963
Perennial Investment Advisors
California
$876K +$5.78K +96 +0.7%
AC
1964
Allstate Corporation
Illinois
$875K +$77.3K +1,284 +10%
TBWA
1965
Three Bridge Wealth Advisors
California
$875K -$53.3K -882 -6%
BBP
1966
Banco BTG Pactual
Brazil
$875K +$480K +7,974 +122%
AIM
1967
AMI Investment Management
Indiana
$874K -$54.2K -900 -6%
CNB
1968
Camden National Bank
Maine
$871K -$41K -682 -5%
CPA
1969
Cardiff Park Advisors
California
$870K -$6.26K -104 -0.7%
HGERS
1970
Householder Group Estate & Retirement Specialist
Arizona
$869K +$42K +698 +5%
KSWWM
1971
Keyes Stange & Wooten Wealth Management
Florida
$867K +$32.8K +545 +4%
CA
1972
Crumly & Associates
Illinois
$865K +$1.93K +32 +0.2%
WIM
1973
Waycross Investment Management
Washington
$865K +$55.5K +922 +7%
AAM
1974
Augustine Asset Management
Florida
$864K +$8.73K +145 +1%
TAM
1975
Titleist Asset Management
Texas
$861K +$147K +2,443 +21%