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Walmart

3,285 hedge funds and large institutions have $188B invested in Walmart in 2024 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,489 increasing their positions, 1,219 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,285
Holders Change
+103
Holders Change %
+3.24%
% of All Funds
47.77%
Holding in Top 10
149
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+41.9%
% of All Funds
2.17%
New
249
Increased
1,489
Reduced
1,219
Closed
95
Calls
$3.05B
Puts
$3.11B
Net Calls
-$61M
Net Calls Change
-$616M
Name Holding Trade Value Shares
Change
Shares
Change %
FSA
2001
Fort Sheridan Advisors
Illinois
$932K +$52.2K +771 +6%
HIIFS
2002
Harel Insurance Investments & Financial Services
Israel
$930K +$165K +2,434 +22%
JWA
2003
JFS Wealth Advisors
Pennsylvania
$929K -$22.2K -328 -2%
RWM
2004
Rezny Wealth Management
Florida
$926K +$926K +13,672 New
CIA
2005
Cladis Investment Advisory
Montana
$924K +$68 +1 +0%
CWM
2006
Connecticut Wealth Management
Connecticut
$924K +$5.89K +87 +0.6%
BMM
2007
Buffington Mohr McNeal
Idaho
$923K -$358K -5,286 -28%
TSWM
2008
Triangle Securities Wealth Management
North Carolina
$922K -$2.03K -30 -0.2%
MPI
2009
Mairs & Power Inc
Minnesota
$922K -$297K -4,381 -24%
SSC
2010
Syverson Strege & Co
Iowa
$921K +$178K +2,624 +24%
6F
2011
626 Financial
Michigan
$919K -$6.64K -98 -0.7%
WAG
2012
Wiser Advisor Group
Arizona
$916K -$7.58K -112 -0.8%
KSWWM
2013
Keyes Stange & Wooten Wealth Management
Florida
$915K -$61K -901 -6%
PGF
2014
Plan Group Financial
Oklahoma
$914K -$29K -428 -3%
AR
2015
Apeiron RIA
Texas
$913K +$339 +5 +0%
VCM
2016
Virtue Capital Management
Tennessee
$912K -$27.8K -395 -3%
DCM
2017
Driehaus Capital Management
Illinois
$911K +$183K +2,706 +25%
EIG
2018
Ellenbecker Investment Group
Wisconsin
$908K +$271 +4 +0%
MA
2019
MONECO Advisors
Connecticut
$907K +$33.8K +499 +4%
GWCM
2020
Godshalk Welsh Capital Management
Pennsylvania
$905K -$6.77K -100 -0.7%
RCM
2021
Raleigh Capital Management
North Carolina
$904K +$447K +6,608 +98%
NP
2022
Nilsine Partners
Colorado
$904K +$5.69K +84 +0.6%
PH
2023
Pinnacle Holdings
Oklahoma
$902K -$25.4K -375 -3%
ICM
2024
Intrepid Capital Management
Florida
$900K +$623K +9,199 +225%
AA
2025
Auxano Advisors
Washington
$899K -$68K -1,004 -7%