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Walmart

2,489 hedge funds and large institutions have $122B invested in Walmart in 2021 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,154 increasing their positions, 903 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,489
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
43.45%
Holding in Top 10
83
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.7%
% of All Funds
1.45%
New
163
Increased
1,154
Reduced
903
Closed
115
Calls
$4.05B
Puts
$3.09B
Net Calls
+$959M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Shares
Change %
GPA
2001
Garrison Point Advisors
California
$387K +$423 +9 +0.1%
FFIC
2002
First Fiduciary Investment Counsel
Ohio
$385K -$37.8K -804 -9%
BWP
2003
BSW Wealth Partners
Colorado
$384K
MCCP
2004
Mission Creek Capital Partners
California
$384K +$162K +3,444 +73%
EBA
2005
Eagle Bay Advisors
New York
$383K +$383K +8,055 New
SSWM
2006
Smith Salley Wealth Management
North Carolina
$382K +$18.2K +387 +5%
CG
2007
Clarus Group
Texas
$381K -$41K -876 -10%
GAM
2008
Gemmer Asset Management
California
$381K +$3.38K +72 +0.9%
WIA
2009
Westbourne Investment Advisors
Maryland
$380K -$14.1K -300 -4%
LC
2010
Lindbrook Capital
California
$379K -$4.94K -105 -1%
PMFA
2011
Plante Moran Financial Advisors
Michigan
$378K -$163K -3,477 -30%
TCM
2012
Tufton Capital Management
Maryland
$378K -$10.6K -225 -3%
CCB
2013
Cutter & Co Brokerage
Missouri
$378K +$141 +3 +0%
TSS
2014
Two Sigma Securities
New York
$376K -$624K -13,266 -62%
TC
2015
Truvestments Capital
Florida
$376K -$175K -3,720 -32%
FBA
2016
Front Barnett Associates
Illinois
$375K
UBG
2017
United Bank (Georgia)
Georgia
$371K
RCG
2018
Rock Creek Group
District of Columbia
$371K +$104K +2,220 +39%
DS
2019
DRW Securities
Illinois
$370K -$9.3K -198 -2%
GKWIM
2020
Gerber Kawasaki Wealth & Investment Management
California
$369K -$182K -3,876 -33%
BBA
2021
BLB&B Advisors
Pennsylvania
$368K -$29.6K -630 -7%
SA
2022
Sicart Associates
New York
$367K
CAWM
2023
Capital Advisors Wealth Management
Washington
$366K +$63.5K +1,353 +21%
NCM
2024
Northside Capital Management
Oregon
$365K
TIA
2025
Tandem Investment Advisors
South Carolina
$364K -$71K -1,509 -16%