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Walmart

2,588 hedge funds and large institutions have $112B invested in Walmart in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,119 increasing their positions, 1,002 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
44.75%
Holding in Top 10
116
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.72%
% of All Funds
2.01%
New
151
Increased
1,119
Reduced
1,002
Closed
135
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1976
WrapManager Inc
California
$408K +$15.2K +351 +4%
FB
1977
First Bancorp
Maine
$408K +$33K +765 +9%
KW
1978
KWB Wealth
California
$407K -$47.2K -1,092 -10%
UF
1979
Univest Financial
Pennsylvania
$407K -$16.2K -375 -4%
SRC
1980
Shufro Rose & Co
New York
$407K +$5.19K +120 +1%
MC
1981
Middleton & Co
Massachusetts
$406K -$19K -438 -4%
BHIA
1982
Birch Hill Investment Advisors
Massachusetts
$405K
JHP
1983
James Hambro & Partners
United Kingdom
$405K +$16.1K +372 +4%
FOA
1984
Five Oceans Advisors
California
$405K +$59.9K +1,386 +17%
HCM
1985
Highview Capital Management
Illinois
$404K -$762K -17,631 -65%
BWP
1986
BSW Wealth Partners
Colorado
$404K +$518 +12 +0.1%
SGCA
1987
Steel Grove Capital Advisors
Tennessee
$404K +$33.4K +771 +9%
SHFA
1988
SC&H Financial Advisors
Maryland
$403K -$43.6K -1,008 -10%
WG
1989
Watchman Group
Texas
$403K +$13K +300 +3%
PCM
1990
Penserra Capital Management
California
$401K -$17.5K -405 -4%
RWP
1991
Ridgecrest Wealth Partners
California
$399K
AA
1992
Addison Advisors
Vermont
$399K +$55.7K +1,287 +16%
NJBEST
1993
New Jersey Better Educational Savings Trust
New Jersey
$398K
SJL
1994
Shayne & Jacobs LLC
Tennessee
$398K
SIC
1995
Samalin Investment Counsel
New York
$398K +$13.3K +309 +3%
DCM
1996
DGS Capital Management
New Jersey
$398K +$61.2K +1,416 +18%
CNWM
1997
Clay Northam Wealth Management
California
$397K
BST
1998
Bath Savings Trust
Maine
$397K +$3.77K +87 +1%
FBT
1999
First Bank & Trust
South Dakota
$397K +$18.3K +423 +5%
LJHT
2000
Laurie J. Hall Trustee
$396K