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Walmart

2,137 hedge funds and large institutions have $103B invested in Walmart in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 800 increasing their positions, 783 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,137
Holders Change
+175
Holders Change %
+8.92%
% of All Funds
42.2%
Holding in Top 10
82
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.46%
% of All Funds
1.62%
New
282
Increased
800
Reduced
783
Closed
77
Calls
$1.38B
Puts
$1.87B
Net Calls
-$497M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Shares
Change %
TVWM
2001
Tower View Wealth Management
Wisconsin
$159K +$96.7K +2,445 +155%
ICM
2002
Islay Capital Management
Texas
$158K +$158K +3,978 New
GWS
2003
Glassman Wealth Services
Virginia
$155K +$3.69K +93 +2%
MWP
2004
Meridian Wealth Partners
Pennsylvania
$151K +$151K +3,804 New
EWP
2005
Engrave Wealth Partners
Texas
$151K +$151K +3,822 New
FIA
2006
FNY Investment Advisers
New York
$142K +$142K +3,585 New
HIM
2007
Hillsdale Investment Management
Ontario, Canada
$141K
RG
2008
Retirement Group
California
$136K +$136K +3,441 New
AIM
2009
Arcadia Investment Management
Michigan
$133K +$38K +960 +40%
RA
2010
Rational Advisors
New York
$130K +$110K +2,769 +540%
CWA
2011
Core Wealth Advisors
Florida
$128K +$128K +3,225 New
WLPWM
2012
Walled Lake Planning & Wealth Management
Illinois
$128K +$128K +3,234 New
FGAM
2013
Financial Gravity Asset Management
Texas
$125K -$31.8K -135 -20%
HCM
2014
HMS Capital Management
Tennessee
$125K
CAL
2015
Capital Advisors Ltd
Ohio
$125K +$47.4K +1,200 +61%
BWL
2016
Bogart Wealth LLC
Virginia
$124K +$13.6K +345 +12%
WPA
2017
West Paces Advisors
Georgia
$116K +$23.8K +600 +26%
BL
2018
Balentine LLC
Georgia
$115K +$82.1K +2,064 +249%
CMA
2019
Cedar Mountain Advisors
Oregon
$115K +$115K +2,892 New
AIM
2020
AIA Investment Management
Singapore
$110K +$15.7K +396 +17%
CHAM
2021
Clear Harbor Asset Management
Connecticut
$110K +$110K +2,769 New
LWM
2022
Liberty Wealth Management
California
$109K -$10.9K -276 -9%
BCM
2023
Blume Capital Management
California
$106K
CQS
2024
Credential Qtrade Securities
$105K +$99.2K +2,505 +1,670%
SQA
2025
Simon Quick Advisors
New Jersey
$104K +$60.7K +1,539 +140%