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Walmart

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
2001
Mystic Asset Management
Rhode Island
$387K +$12.1K +300 +3%
OFG
2002
Oxford Financial Group
Indiana
$387K +$47.2K +1,164 +14%
SIAM
2003
Sterling Investment Advisors (Missouri)
Missouri
$386K +$1.34K +33 +0.3%
AW
2004
ACG Wealth
Georgia
$386K +$24.4K +603 +7%
AW
2005
Apricus Wealth
South Carolina
$384K -$236K -5,820 -38%
MCM
2006
McRae Capital Management
New Jersey
$383K
CFD
2007
Creative Financial Designs
Indiana
$383K +$41.7K +1,029 +12%
TWM
2008
Tradition Wealth Management
Minnesota
$382K -$96.2K -2,370 -20%
WDL
2009
Well Done LLC
Michigan
$382K +$2.43K +60 +0.6%
CHP
2010
Cable Hill Partners
Oregon
$382K +$5.72K +141 +2%
CFO
2011
Collective Family Office
Pennsylvania
$381K -$314K -7,743 -45%
ACP
2012
Aveo Capital Partners
Colorado
$380K +$6.81K +168 +2%
BHIA
2013
Birch Hill Investment Advisors
Massachusetts
$379K -$119K -2,934 -24%
BWP
2014
BSW Wealth Partners
Colorado
$378K +$1.21K +30 +0.3%
UWPG
2015
Ullmann Wealth Partners Group
Florida
$378K +$3.04K +75 +0.8%
SRC
2016
Shufro Rose & Co
New York
$377K -$11.7K -288 -3%
MC
2017
Machina Capital
France
$377K +$38.7K +954 +11%
C
2018
Certuity
Florida
$377K +$151K +3,720 +67%
TFA
2019
Teamwork Financial Advisors
Texas
$376K -$58.1K -1,434 -13%
UBV
2020
United Bank (Virginia)
Virginia
$374K
RWP
2021
Ridgecrest Wealth Partners
California
$374K +$24.3K +600 +7%
AGP
2022
Autumn Glory Partners
Texas
$373K -$466K -11,499 -56%
SJL
2023
Shayne & Jacobs LLC
Tennessee
$373K
NJBEST
2024
New Jersey Better Educational Savings Trust
New Jersey
$373K
CNWM
2025
Clay Northam Wealth Management
California
$372K