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Walmart

2,476 hedge funds and large institutions have $114B invested in Walmart in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,234 increasing their positions, 864 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,476
Holders Change
-25
Holders Change %
-1%
% of All Funds
43.6%
Holding in Top 10
73
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-34.23%
% of All Funds
1.29%
New
145
Increased
1,234
Reduced
864
Closed
140
Calls
$3.48B
Puts
$3.02B
Net Calls
+$460M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
2026
Gemmer Asset Management
California
$364K +$408 +9 +0.1%
WDL
2027
Well Done LLC
Michigan
$364K +$19.5K +432 +6%
ACM
2028
Ativo Capital Management
Illinois
$362K +$24K +531 +7%
FBA
2029
Front Barnett Associates
Illinois
$361K
ODCM
2030
Old Dominion Capital Management
Virginia
$360K -$21.9K -483 -6%
SPC
2031
Stewart & Patten Company
California
$358K
UBG
2032
United Bank (Georgia)
Georgia
$357K
ARTA
2033
A.R.T. Advisors
New York
$356K +$356K +7,872 New
SA
2034
Sicart Associates
New York
$355K
NCM
2035
Northside Capital Management
Oregon
$351K -$20.9K -462 -6%
SSWM
2036
Smith Salley Wealth Management
North Carolina
$351K +$351K +7,752 New
SFM
2037
Signet Financial Management
New Jersey
$350K +$54.6K +1,206 +18%
CG
2038
Corundum Group
Colorado
$349K +$15.5K +342 +5%
VFP
2039
Verus Financial Partners
Virginia
$348K +$7.82K +168 +2%
WA
2040
Wealth Alliance
New York
$347K -$90.3K -1,992 -21%
ISB
2041
Iowa State Bank
Iowa
$347K
LF
2042
LifeSteps Financial
California
$347K +$20.4K +450 +6%
LWMM
2043
Legacy Wealth Management (Mississippi)
Mississippi
$346K
CSPIA
2044
Cary Street Partners Investment Advisory
Virginia
$345K -$713K -15,744 -67%
ACM
2045
AUA Capital Management
Pennsylvania
$344K
HFS
2046
HBC Financial Services
Washington
$343K -$18.1K -390 -5%
OPCM
2047
Osborne Partners Capital Management
California
$340K -$11.1M -244,977 -97%
SCM
2048
Stonebridge Capital Management
California
$340K +$27.2K +600 +9%
MFW
2049
Meristem Family Wealth
Minnesota
$340K +$44.2K +975 +15%
SW
2050
StrongBox Wealth
Missouri
$338K