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Walmart

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
VCAM
2001
Van Cleef Asset Management
Ohio
$830K
GG
2002
Gleason Group
Kentucky
$828K -$28K -465 -3%
TIA
2003
Traphagen Investment Advisors
New Jersey
$827K +$4.51K +75 +0.5%
PH
2004
Pinnacle Holdings
Oklahoma
$824K -$1.26M -20,981 -60%
PP
2005
Patron Partners
Texas
$824K +$101K +1,685 +14%
6F
2006
626 Financial
Michigan
$822K +$5.11K +85 +0.6%
WAG
2007
Wiser Advisor Group
Arizona
$822K -$27.9K -463 -3%
TSWM
2008
Triangle Securities Wealth Management
North Carolina
$821K +$2.83K +47 +0.3%
CIA
2009
Cladis Investment Advisory
Montana
$821K -$52.7K -875 -6%
GC
2010
Grimes & Company
Massachusetts
$820K -$8.12K -135 -1%
FNBOH
2011
First National Bank of Hutchinson
Kansas
$818K +$5.05K +84 +0.6%
TA
2012
TFB Advisors
Kansas
$818K +$138K +2,352 +20%
CWM
2013
Connecticut Wealth Management
Connecticut
$815K +$44.2K +734 +6%
Members Trust
2014
Members Trust
Florida
$814K -$70.9K -1,179 -8%
VCM
2015
Vivaldi Capital Management
Illinois
$814K -$36.2K -598 -4%
SFG
2016
Summit Financial Group
West Virginia
$813K -$20.8K -345 -2%
JCM
2017
Jag Capital Management
Missouri
$811K +$18.2K +302 +2%
AR
2018
Apeiron RIA
Texas
$811K +$8.72K +145 +1%
GWCM
2019
Godshalk Welsh Capital Management
Pennsylvania
$810K +$18.1K +300 +2%
MPM
2020
MBB Public Markets
Illinois
$810K +$810K +13,466 New
DDC
2021
DF Dent & Co
Maryland
$810K -$91.2K -1,516 -10%
VCM
2022
Virtue Capital Management
Tennessee
$808K +$808K +13,350 New
A
2023
AlphaQuest
New York
$807K +$23.9K +397 +3%
EIG
2024
Ellenbecker Investment Group
Wisconsin
$807K -$7.28K -121 -0.9%
TPWA
2025
TRUE Private Wealth Advisors
Oregon
$806K +$74.3K +1,234 +10%