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Walmart

3,285 hedge funds and large institutions have $188B invested in Walmart in 2024 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,489 increasing their positions, 1,219 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,285
Holders Change
+103
Holders Change %
+3.24%
% of All Funds
47.77%
Holding in Top 10
149
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+41.9%
% of All Funds
2.17%
New
249
Increased
1,489
Reduced
1,219
Closed
95
Calls
$3.05B
Puts
$3.11B
Net Calls
-$61M
Net Calls Change
-$616M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
1976
Waycross Investment Management
Washington
$960K -$13.2K -195 -1%
KIA
1977
Knollwood Investment Advisory
Maryland
$959K +$959K +14,157 New
OL
1978
Optas LLC
Texas
$958K -$29.8K -440 -3%
MSWM
1979
McGlone Suttner Wealth Management
Wisconsin
$957K -$1.96M -12,409 -67%
TIA
1980
Tandem Investment Advisors
South Carolina
$954K -$66.4K -981 -7%
AMG
1981
Asset Management Group
Connecticut
$954K +$7.52K +111 +0.8%
EB
1982
Emprise Bank
Kansas
$950K -$178K -2,633 -16%
FA
1983
Faithward Advisors
Pennsylvania
$948K +$64.1K +946 +7%
CFMC
1984
Curbstone Financial Management Corp
New Hampshire
$948K -$50.8K -750 -5%
CWM
1985
Congress Wealth Management
Massachusetts
$948K +$99.7K +1,472 +12%
VCM
1986
Vivaldi Capital Management
Illinois
$947K +$35.9K +530 +4%
PP
1987
Patron Partners
Texas
$947K +$19.6K +289 +2%
TAM
1988
Titleist Asset Management
Texas
$944K -$24.3K -359 -3%
WHC
1989
Wulff, Hansen & Co
California
$944K
CC
1990
Cadinha & Co
Hawaii
$942K +$52.2K +771 +6%
TPWA
1991
TRUE Private Wealth Advisors
Oregon
$941K +$33.7K +497 +4%
JFL
1992
Jarislowsky, Fraser Ltd
Quebec, Canada
$941K -$247K -3,645 -21%
OAM
1993
Oak Asset Management
California
$941K
VC
1994
Veracity Capital
Georgia
$941K -$46.4K -686 -5%
SSW
1995
Smith Shellnut Wilson
Mississippi
$939K +$1.15K +17 +0.1%
ONST
1996
Old North State Trust
North Carolina
$939K
TIA
1997
Traphagen Investment Advisors
New Jersey
$938K +$7.72K +114 +0.8%
RMCM
1998
Reynders McVeigh Capital Management
Massachusetts
$934K +$36.4K +538 +4%
HWA
1999
HHM Wealth Advisors
Tennessee
$934K +$403K +5,948 +76%
AAG
2000
Armstrong Advisory Group
Massachusetts
$933K +$634K +9,358 +211%