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Walmart

2,283 hedge funds and large institutions have $119B invested in Walmart in 2020 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,051 increasing their positions, 797 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
+111
Holders Change %
+5.11%
% of All Funds
46.19%
Holding in Top 10
120
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+23.71%
% of All Funds
2.43%
New
201
Increased
1,051
Reduced
797
Closed
72
Calls
$4.57B
Puts
$2.57B
Net Calls
+$2B
Net Calls Change
+$2.05B
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
2001
Howard Financial Services
Texas
$285K +$285K +6,114 New
NP
2002
NorthRock Partners
Minnesota
$283K -$152K -3,255 -35%
ACM
2003
Armbruster Capital Management
New York
$283K
CA
2004
Capital Advantage
California
$283K +$13.9K +297 +5%
CW
2005
CreativeOne Wealth
Kansas
$283K +$21.9K +471 +8%
FTUS
2006
Flow Traders U.S.
New York
$283K +$283K +6,069 New
XF
2007
XML Financial
Maryland
$282K +$282K +6,057 New
CIM
2008
Contravisory Investment Management
Massachusetts
$281K +$281K +6,021 New
CWM
2009
Concentric Wealth Management
California
$280K
VST
2010
Van Strum & Towne
California
$280K
SCI
2011
S&CO Inc
Massachusetts
$280K
RVPG
2012
Relative Value Partners Group
$280K
CA
2013
Centerpoint Advisors
Massachusetts
$280K
AI
2014
Accredited Investors
Minnesota
$280K +$31.2K +669 +13%
OWP
2015
Obermeyer Wealth Partners
Colorado
$279K -$2.24K -48 -0.8%
OC
2016
Oppenheimer & Close
New York
$279K
MW
2017
Marcum Wealth
Ohio
$279K +$11.2K +240 +4%
STA
2018
Summit Trail Advisors
New York
$278K +$278K +5,622 New
WCWM
2019
Willow Creek Wealth Management
California
$275K -$11K -237 -4%
AIFAIM
2020
American Institute for Advanced Investment Management
Arizona
$274K -$699 -15 -0.3%
IIC
2021
Integrated Investment Consultants
Michigan
$274K +$37.1K +795 +16%
BA
2022
Ballast Advisors
Minnesota
$273K
HIS
2023
Horizon Investment Services
Indiana
$273K +$6.99K +150 +3%
MWM
2024
MinichMacGregor Wealth Management
New York
$272K +$3.63K +78 +1%
APC
2025
Aspire Private Capital
North Carolina
$272K +$147K +3,144 +117%