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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 %
AA
1976
Auxano Advisors
Washington
$860K +$107K +1,778 +14%
SC
1977
Solstein Capital
California
$859K -$233K -3,867 -21%
FHWM
1978
Fox Hill Wealth Management
Massachusetts
$857K +$11.5K +191 +1%
RWPA
1979
Richard W. Paul & Associates
Michigan
$856K -$9.27K -154 -1%
MAWA
1980
Moss Adams Wealth Advisors
Washington
$856K +$611K +10,122 +250%
MFG
1981
Mainsail Financial Group
Washington
$855K +$8K +133 +0.9%
GSB
1982
Greenfield Savings Bank
Massachusetts
$853K +$19.8K +329 +2%
WE
1983
Wealth Effects
Massachusetts
$852K -$50.7K -843 -6%
ACP
1984
Aveo Capital Partners
Colorado
$851K +$73.8K +1,234 +9%
RCM
1985
Ridgepath Capital Management
Tennessee
$849K +$849K +14,106 New
DFG
1986
Delta Financial Group
New Jersey
$848K -$33.1K -550 -4%
JWA
1987
JFS Wealth Advisors
Pennsylvania
$846K +$17.9K +297 +2%
FCB
1988
First County Bank
Connecticut
$842K -$73.3K -1,218 -8%
AMG
1989
Asset Management Group
Connecticut
$841K +$4.69K +78 +0.6%
WMP
1990
Wealth Management Partners
Arizona
$841K +$35.7K +593 +4%
BFAG
1991
Blackston Financial Advisory Group
Florida
$840K -$216K -3,591 -20%
VCP
1992
Verus Capital Partners
Arizona
$840K +$1.81K +30 +0.2%
WA1
1993
Wimmer Associates 1
California
$840K
WHC
1994
Wulff, Hansen & Co
California
$839K
PGF
1995
Plan Group Financial
Oklahoma
$838K +$838K +13,925 New
IRC
1996
Investors Research Corp
Georgia
$838K -$12K -200 -1%
NCM
1997
Narwhal Capital Management
Georgia
$837K -$55.3K -919 -6%
OAM
1998
Oak Asset Management
California
$836K
ONST
1999
Old North State Trust
North Carolina
$835K +$835K +13,872 New
SSW
2000
Smith Shellnut Wilson
Mississippi
$834K -$32.7K -544 -4%