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Walmart

2,588 hedge funds and large institutions have $112B invested in Walmart in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,119 increasing their positions, 1,002 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
44.75%
Holding in Top 10
116
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.72%
% of All Funds
2.01%
New
151
Increased
1,119
Reduced
1,002
Closed
135
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FCCM
2001
First City Capital Management
Georgia
$396K +$27.3K +630 +7%
SMG
2002
Smart Money Group
Texas
$395K +$24.5K +567 +7%
PP
2003
PDS Planning
Ohio
$394K +$36.5K +846 +10%
SSWM
2004
Smith Salley Wealth Management
North Carolina
$394K +$394K +9,117 New
PWA
2005
PCG Wealth Advisors
Kansas
$393K +$393K +9,090 New
CI Investments Inc
2006
CI Investments Inc
Ontario, Canada
$392K -$172K -3,990 -31%
BBNA
2007
Bremer Bank National Association
Minnesota
$392K -$150K -3,480 -28%
MIM
2008
Montgomery Investment Management
Maryland
$390K
TWP
2009
Transparent Wealth Partners
Arkansas
$390K +$1.56K +36 +0.4%
MFT
2010
Moisand Fitzgerald Tamayo
Florida
$389K -$130 -3 -0%
BSA
2011
Braun Stacey Associates
New York
$389K
WH
2012
Willner & Heller
California
$389K +$12.1K +279 +3%
LAI
2013
Legal Advantage Investments
California
$389K +$389K +9,000 New
OFG
2014
Oxford Financial Group
Indiana
$388K -$24.4K -564 -6%
NPF
2015
Norris Perne & French
Michigan
$388K +$25.2K +582 +7%
TC
2016
TAP Consulting
Missouri
$387K -$1.34M -30,939 -78%
SIS
2017
Sound Income Strategies
Florida
$384K -$48.9K -1,131 -11%
WFS
2018
Walker Financial Services
Kentucky
$384K -$2.21K -51 -0.6%
GWI
2019
Grace & White Inc
New York
$383K
RCWM
2020
Royal Capital Wealth Management
Indiana
$382K
LCM
2021
LVM Capital Management
Michigan
$382K +$131K +3,030 +52%
VCM
2022
Virtue Capital Management
Tennessee
$381K -$76.6K -1,773 -17%
TFA
2023
Teamwork Financial Advisors
Texas
$380K -$21.1K -489 -5%
GD
2024
Grandfield & Dodd
New York
$380K
CA
2025
Carson Advisory
Georgia
$380K +$39K +903 +11%