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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 %
EP
2026
Essential Planning
New Hampshire
$380K +$380K +8,778 New
HR
2027
Hardy Reed
Mississippi
$380K +$380K +8,781 New
WA
2028
WealthTrust Axiom
Pennsylvania
$378K
FSA
2029
Fort Sheridan Advisors
Illinois
$378K
FPTW
2030
Franklin, Parlapiano, Turner & Welch
Texas
$378K
SWA
2031
SOA Wealth Advisors
New York
$378K +$27.5K +636 +8%
EDRIA
2032
Edmonds Duncan Registered Investment Advisors
Kansas
$375K
MLFP
2033
MPS Loria Financial Planners
Illinois
$374K +$5.19K +120 +1%
EFM
2034
E Fund Management
China
$374K +$12.7K +294 +4%
TPWA
2035
TRUE Private Wealth Advisors
Oregon
$373K +$6.74K +156 +2%
WA
2036
WESPAC Advisors
California
$372K -$80.9K -1,872 -18%
AC
2037
ASB Consultores
Florida
$371K -$24.3K -561 -6%
FC
2038
Fusion Capital
South Carolina
$371K -$4.02K -93 -1%
AWM
2039
Atticus Wealth Management
Florida
$371K
CRIG
2040
Charter Research & Investment Group
Connecticut
$370K -$1.04K -24 -0.3%
OC
2041
Oppenheimer & Close
New York
$370K +$84.2K +1,950 +29%
CAM
2042
Columbia Asset Management
Michigan
$369K
NS
2043
Newman & Schimel
Illinois
$368K +$1.04K +24 +0.3%
CB
2044
CNB Bank
Pennsylvania
$366K -$49.3K -1,140 -12%
LIA
2045
LBMC Investment Advisors
Tennessee
$366K -$5.96K -138 -2%
GPA
2046
Garrison Point Advisors
California
$365K +$130 +3 +0%
ISB
2047
Iowa State Bank
Iowa
$364K
WF
2048
Wayfinding Financial
Washington
$364K +$40.4K +936 +12%
FAM
2049
Formidable Asset Management
Ohio
$363K +$1.27K +27 +0.3%
UBG
2050
United Bank (Georgia)
Georgia
$360K +$1.17K +27 +0.3%